IGM - ETF AI Analysis
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iShares Expanded Tech Sector ETF (IGM)
IGM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 11.19B
- Region
- North America
- Expense Ratio
- 0.37%
- Beta
- 1.50
- Issuer
- iShares
- Inception Date
- Mar 13, 2001
- Dividend Yield
- 0.14%
- Asset Class
- Equity
- Index Tracked
- S&P North American Expanded Technology Sector Index
IGM Summary
The iShares Expanded Tech Sector ETF (IGM) is a fund that tracks the S&P North American Expanded Technology Sector Index, giving you broad exposure to U.S. and Canadian technology companies. It holds many well-known names like Apple and Microsoft, along with chip makers such as Nvidia, aiming to capture the growth of software, semiconductors, and internet businesses. Someone might invest in IGM to seek long-term growth and to easily diversify across many leading tech firms in a single investment. A key risk is that it is heavily focused on technology, so its price can rise and fall sharply with the tech sector.
How much will it cost me?
The iShares Expanded Tech Sector ETF (IGM) has an expense ratio of 0.39%, meaning you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average because it is a sector-focused ETF, which often requires more active management compared to broad-market index funds.
What would affect this ETF?
The iShares Expanded Tech Sector ETF (IGM) could benefit from continued innovation and growth in the technology sector, driven by advancements in artificial intelligence, cloud computing, and semiconductor development, particularly from top holdings like Apple, Microsoft, and Nvidia. However, it may face challenges from rising interest rates, which can negatively impact tech valuations, and regulatory scrutiny targeting major tech companies in North America. Global economic uncertainty could also influence the performance of its heavily concentrated tech and communication services exposure.
IGM Top 10 Holdings
IGM is essentially riding the Big Tech and chip wave, with Apple, Microsoft, and Nvidia steering the ship. Apple and Nvidia have been rising steadily, giving the fund a solid backbone, while Microsoft’s more mixed recent moves keep its impact a bit more muted. The real fireworks come from AMD, Micron, and Intel, where surging chip stocks are powering returns despite some choppy stretches. Meta adds extra fuel with strong momentum, while Alphabet has been more of a steady, if slightly lagging, passenger. Overall, it’s a North America–heavy bet on large-cap tech and semiconductors.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 9.31% | $1.01B | $3.93T | 3.41% | 79Outperform |
 AAPL | Apple | 9.42% | $1.02B | $5.01T | 38.80% | 79Outperform |
 NVDA | Nvidia | 8.28% | $894.85M | $5.16T | 17.78% | 76Outperform |
 AVGO | Broadcom | 6.90% | $746.15M | $1.57T | -7.17% | 76Outperform |
 META | Meta Platforms | 4.97% | $536.97M | $1.81T | -0.39% | 76Outperform |
 GOOGL | Alphabet Class A | 4.94% | $533.58M | $4.15T | 35.45% | 85Outperform |
 AMD | Advanced Micro Devices | 3.99% | $431.76M | $863.17B | 125.42% | 73Outperform |
 MU | Micron | 3.91% | $423.14M | $994.34B | 333.93% | 79Outperform |
 GOOG | Alphabet Class C | 3.96% | $427.54M | $4.15T | 33.76% | 82Outperform |
 INTC | Intel | 2.07% | $223.32M | $474.96B | 143.89% | 64Neutral |
IGM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IGM, the sentiment is Negative. The current price of 159.10 is below the 20-day moving average (MA) of 169.44, below the 50-day MA of 164.44, and above the 200-day MA of 146.85, indicating a neutral trend. The MACD of 0.41 indicates Positive momentum. The RSI at 33.48 is Neutral, neither overbought nor oversold. The STOCH value of 12.10 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IGM.
IGM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IGM | $159.10 | $179.00(12.51% Upside) | $11.19B | 0.37% | 75Outperform |
 IGV | $104.34 | $132.18(26.68% Upside) | $15.26B | 0.38% | 71Outperform |
 EMLP | $43.27 | $48.81(12.81% Upside) | $4.09B | 0.95% | 66Neutral |
 NANR | $88.71 | $102.86(15.95% Upside) | $834.16M | 0.35% | 72Outperform |
 IGE | $66.26 | $74.27(12.09% Upside) | $814.51M | 0.37% | 72Outperform |
 FTWO | $45.56 | $55.19(21.14% Upside) | $75.65M | 0.49% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IGM | iShares Expanded Tech Sector ETF | 159.10 | 29.81 | 23.06% | |
| IGV | iShares Expanded Tech-Software Sector ETF | 104.34 | -9.53 | -8.37% | |
| EMLP | First Trust North American Energy Infrastructure Fund | 43.27 | 6.11 | 16.43% | |
| NANR | SPDR S&P North American Natural Resources ETF | 88.71 | 25.01 | 39.26% | |
| IGE | iShares North American Natural Resources ETF | 66.26 | 18.95 | 40.06% | |
| FTWO | Strive FAANG 2.0 ETF | 45.56 | 5.56 | 13.91% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.