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IGM - ETF AI Analysis

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IGM

iShares Expanded Tech Sector ETF (IGM)

Rating:75Outperform
Price Target:
IGM, the iShares Expanded Tech Sector ETF, earns a solid overall rating thanks to large positions in leaders like Microsoft and Alphabet, which benefit from strong financial performance and long-term growth opportunities in cloud and AI. Other major holdings such as Apple, Nvidia, and Broadcom also support the rating with robust profitability and AI-driven growth, though their high valuations and some mixed technical signals introduce risk. The main risk factor is the fund’s heavy concentration in richly valued technology and AI-related stocks, which could make it more sensitive to market pullbacks or changing growth expectations.
Positive Factors
Strong Overall Recent Performance
The ETF has delivered solid gains so far this year and over the last few months, showing positive momentum in the tech sector.
Leading Tech Growth Names in Top Holdings
Several major positions like Broadcom, Nvidia, Micron, and AMD have shown strong performance, helping drive the fund’s returns.
Focused but Still Some Sector Diversification
While mainly a technology fund, it also holds communication services and a small mix of other sectors, which adds a bit of diversification within the broader tech theme.
Negative Factors
High Concentration in a Few Mega-Cap Stocks
A large share of the fund is tied up in a handful of big names like Microsoft, Apple, Nvidia, and Broadcom, which increases the impact if any of these stocks struggle.
Heavy Dependence on the U.S. Market
Almost all of the ETF’s holdings are in U.S. companies, so it offers very little geographic diversification if the U.S. market weakens.
Mixed Performance Among Top Holdings
Some large positions such as Microsoft, Apple, and Netflix have recently shown weaker performance, which can offset gains from stronger names in the portfolio.

IGM vs. SPDR S&P 500 ETF (SPY)

IGM Summary

IGM is the iShares Expanded Tech Sector ETF, which follows the S&P North American Expanded Technology Sector Index. It focuses mainly on U.S. technology and communication companies, including well-known names like Apple, Microsoft, Nvidia, and Alphabet (Google). By buying one share of IGM, an investor gets exposure to many leading tech businesses at once, which can be a simple way to seek long-term growth from the technology sector. However, because it is heavily concentrated in tech stocks, its price can rise and fall sharply with changes in the technology market.
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 riding the AI and Big Tech wave, with heavyweights like Broadcom and Nvidia doing much of the lifting as their AI chip stories keep gaining traction. Microsoft and Apple remain core pillars, but their more mixed and recently softer performance means they’re no longer the only engines pulling the train. Alphabet and Meta are steadily adding fuel, while Micron and AMD bring extra punch from the semiconductor side. With a tight cluster of U.S.-focused tech and communication names at the top, this fund is very much a North American innovation bet.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Broadcom9.15%$871.73M$2.00T117.28%
76
Outperform
Nvidia8.70%$829.29M$5.06T99.22%
76
Outperform
Microsoft7.84%$747.09M$3.15T8.60%
79
Outperform
Apple7.67%$730.69M$3.98T27.35%
79
Outperform
Alphabet Class A4.71%$448.38M$4.15T118.13%
85
Outperform
Meta Platforms4.10%$390.73M$1.71T23.44%
76
Outperform
Alphabet Class C3.76%$358.30M$4.15T114.58%
82
Outperform
Micron3.23%$307.91M$560.17B567.72%
79
Outperform
Advanced Micro Devices2.99%$284.54M$567.05B247.16%
73
Outperform
Intel2.18%$208.10M$414.43B314.38%
64
Neutral

IGM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
127.79
Positive
100DMA
128.41
Positive
200DMA
126.05
Positive
Market Momentum
MACD
5.04
Negative
RSI
73.41
Negative
STOCH
89.28
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IGM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 135.63, equal to the 50-day MA of 127.79, and equal to the 200-day MA of 126.05, indicating a bullish trend. The MACD of 5.04 indicates Negative momentum. The RSI at 73.41 is Negative, neither overbought nor oversold. The STOCH value of 89.28 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IGM.

IGM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$9.53B0.39%
75
Outperform
$11.32B0.39%
71
Outperform
$3.97B0.95%
65
Neutral
$813.29M0.39%
73
Outperform
$791.49M0.35%
73
Outperform
$537.67M0.68%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IGM
iShares Expanded Tech Sector ETF
144.96
49.39
51.68%
IGV
iShares Expanded Tech-Software Sector ETF
EMLP
First Trust North American Energy Infrastructure Fund
IGE
iShares North American Natural Resources ETF
NANR
SPDR S&P North American Natural Resources ETF
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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