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Should You Invest in the iShares Expanded Tech Sector ETF (IGM)?

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Looking for broad exposure to the Technology - Broad segment of the equity market? You should consider the iShares Expanded Tech Sector ETF (IGM - Free Report) , a passively managed exchange traded fund launched on 03/13/2001.

An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.

Investor-friendly, sector ETFs provide many options to gain low risk and diversified exposure to a broad group of companies in particular sectors. Technology - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 4, placing it in top 25%.

Index Details

The fund is sponsored by Blackrock. It has amassed assets over $5.96 billion, making it one of the largest ETFs attempting to match the performance of the Technology - Broad segment of the equity market. IGM seeks to match the performance of the S&P North American Technology Sector Index before fees and expenses.

The S&P North American Expanded Technology Sector Index comprises of North American equities in the technology sector and select North American equities from communication services to consumer discretionary sectors.

Costs

Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.

Annual operating expenses for this ETF are 0.41%, making it one of the cheaper products in the space.

It has a 12-month trailing dividend yield of 0.22%.

Sector Exposure and Top Holdings

Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.

This ETF has heaviest allocation in the Information Technology sector--about 77.20% of the portfolio, followed by Telecom.

Looking at individual holdings, Meta Platforms Inc Class A (META - Free Report) accounts for about 9.47% of total assets, followed by Apple Inc (AAPL - Free Report) and Microsoft Corp (MSFT - Free Report) .

The top 10 holdings account for about 54.36% of total assets under management.

Performance and Risk

The ETF has gained about 0.71% and is up roughly 23.37% so far this year and in the past one year (as of 02/25/2025), respectively. IGM has traded between $80.02 and $108.46 during this last 52-week period.

The ETF has a beta of 1.17 and standard deviation of 25.78% for the trailing three-year period, making it a medium risk choice in the space. With about 294 holdings, it effectively diversifies company-specific risk.

Alternatives

IShares Expanded Tech Sector ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, IGM is an excellent option for investors seeking exposure to the Technology ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well.

Technology Select Sector SPDR ETF (XLK - Free Report) tracks Technology Select Sector Index and the Vanguard Information Technology ETF (VGT - Free Report) tracks MSCI US Investable Market Information Technology 25/50 Index. Technology Select Sector SPDR ETF has $73.17 billion in assets, Vanguard Information Technology ETF has $85.72 billion. XLK has an expense ratio of 0.08% and VGT charges 0.09%.

Bottom Line

To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.

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