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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 Alphabet, Microsoft, Apple, and Nvidia, which all benefit from strong financial performance and long-term growth opportunities in cloud and AI. These high-quality tech giants, along with Broadcom and Micron, provide a strong growth engine, though rich valuations and some mixed technical signals introduce volatility risk. Intel and AMD are comparatively weaker spots due to valuation and profitability concerns, and the fund’s heavy concentration in the technology sector means it is especially sensitive to swings in tech and AI-related markets.
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 a powerful North American tech wave, with chipmakers and Big Tech calling the shots. Nvidia, Micron, AMD, and Intel are all running hot, giving the fund a strong semiconductor backbone that’s doing most of the heavy lifting. Apple and Alphabet are also rising steadily, adding dependable mega-cap muscle. On the flip side, Microsoft looks a bit tired and Meta is losing steam, modestly tugging on returns. Overall, the ETF is highly concentrated in U.S.-centric technology and communication names, so its fortunes are tightly tied to the tech cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Broadcom8.56%$876.64M$1.96T79.08%
76
Outperform
Nvidia8.27%$847.79M$5.21T58.57%
76
Outperform
Apple7.88%$807.34M$4.54T54.00%
79
Outperform
Microsoft7.02%$719.25M$3.11T-9.69%
79
Outperform
Alphabet Class A4.85%$497.23M$4.62T124.92%
85
Outperform
Micron4.40%$451.32M$846.93B829.53%
79
Outperform
Alphabet Class C3.86%$395.77M$4.62T121.20%
82
Outperform
Advanced Micro Devices3.73%$382.33M$762.32B339.85%
73
Outperform
Meta Platforms3.40%$348.23M$1.55T-4.67%
76
Outperform
Intel2.89%$296.21M$602.32B501.07%
64
Neutral

IGM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
137.10
Positive
100DMA
132.11
Positive
200DMA
129.12
Positive
Market Momentum
MACD
5.66
Positive
RSI
75.07
Negative
STOCH
91.32
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 151.25, equal to the 50-day MA of 137.10, and equal to the 200-day MA of 129.12, indicating a bullish trend. The MACD of 5.66 indicates Positive momentum. The RSI at 75.07 is Negative, neither overbought nor oversold. The STOCH value of 91.32 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
$10.45B0.39%
75
Outperform
$14.22B0.39%
71
Outperform
$4.06B0.95%
66
Neutral
$839.67M0.39%
73
Outperform
$769.55M0.35%
72
Outperform
$77.27M0.49%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IGM
iShares Expanded Tech Sector ETF
161.06
58.47
56.99%
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
FTWO
Strive FAANG 2.0 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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