iShares Expanded Tech-Software Sector ETF (IGV) Performance
IGV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.7% since Dec 31, 2025
- 1 year
- −3.6% total return
- 5 years
- +5.1% a year
- 10 years
- +17.4% a year
- Since first price
- +10.1% a year since 2001
IGV trailing returns vs SPY, QQQ, AGG
| Period | IGV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.3% | +2.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +27.0% | +27.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +32.4% | +32.3% | +7.8% | +8.4% | −1.5% |
| YTD | +4.7% | +4.6% | +12.3% | +15.1% | −1.0% |
| 1 year | −3.6% | −3.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +63.9%+17.9%/yr | +63.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +28.2%+5.1%/yr | +27.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +398.4%+17.4%/yr | +391.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +883.9%+16.5%/yr | +850.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +1,177.2%+13.6%/yr | +1,134.3% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 17, 2001 | +1,039.6%+10.1%/yr | +991.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IGV vs SPY
From Jul 17, 2001: IGV grew to $113,960, SPY to $98,209.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IGV returns by calendar year
19 of 24 full years positive. Best 2023 (+59.2%), worst 2002 (−44.7%). 2026 is year to date.
IGV annual returns table
| Year | IGV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.7% | −29.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +5.6% | −25.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.4% | −12.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +59.2% | −10.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −35.7% | −38.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +12.3% | −15.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +52.9% | −30.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +34.3% | −10.8% | +31.2% | +39.0% | +8.5% |
| 2018 | +12.4% | −22.4% | −4.6% | −0.1% | +0.1% |
| 2017 | +42.2% | −6.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +5.8% | −17.6% | +12.0% | +7.1% | +2.4% |
| 2015 | +12.1% | −13.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +13.4% | −11.6% | +13.5% | +19.2% | +6.0% |
| 2013 | +30.7% | −8.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.8% | −13.6% | +16.0% | +18.1% | +3.8% |
| 2011 | −7.3% | −26.3% | +1.9% | +3.4% | +7.7% |
| 2010 | +24.6% | −15.6% | +15.1% | +19.9% | +6.4% |
| 2009 | +47.5% | −18.0% | +26.4% | +54.7% | +3.0% |
| 2008 | −38.4% | −47.8% | −36.8% | −41.7% | +7.9% |
| 2007 | +15.7% | −10.9% | +5.1% | +19.0% | +6.6% |
| 2006 | +10.8% | −16.4% | +15.8% | +7.1% | +3.9% |
| 2005 | −5.5% | −14.7% | +4.8% | +1.6% | +2.3% |
| 2004 | +13.8% | −23.5% | +10.7% | +10.5% | +3.8% |
| 2003 | +50.0% | −16.9% | +28.2% | +49.7% | — |
| 2002 | −44.7% | −61.2% | −21.6% | −37.4% | — |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IGV largest drawdowns
Now 6.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 17, 2001 | −62.2% | Oct 7, 2002 | Oct 1, 2007 | 1.2 years | 6.2 years |
| Oct 31, 2007 | −49.8% | Nov 20, 2008 | Oct 26, 2010 | 1.1 years | 3.0 years |
| Nov 9, 2021 | −45.9% | Nov 4, 2022 | Jul 5, 2024 | 12 months | 2.7 years |
| Sep 22, 2025 | −36.6% | Apr 10, 2026 | not yet | 7 months | 1.1 years so far |
| Feb 19, 2020 | −30.3% | Mar 16, 2020 | May 29, 2020 | 26 days | 3 months |
| Dec 6, 2024 | −27.2% | Apr 8, 2025 | Jul 3, 2025 | 4 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IGV risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +16.1% | +6.0% | +16.9% | +10.1% |
| Volatility (annualized) | 27.9% | 26.9% | 23.1% | 23.9% |
| Sharpe ratio | 0.52 | 0.22 | 0.69 | — |
| Sortino ratio | 0.89 | 0.34 | 1.17 | — |
| Best month | +21.2% | +21.2% | +21.2% | +23.5% |
| Worst month | −14.6% | −14.6% | −14.6% | −23.7% |
| Best 12 months | +35.8% | +59.2% | +62.4% | +63.0% |
| Worst 12 months | −17.2% | −39.0% | −39.0% | −52.3% |
| Positive months | 58% | 52% | 57% | 58% |
| Beta vs S&P 500 | 1.38 | 1.20 | 1.10 | — |
| Correlation with S&P 500 | 0.61 | 0.70 | 0.73 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IGV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 292 | −52.3% | +15.7% | +63.0% | 80% |
| 3-year (a year) | 268 | −11.8% | +13.1% | +34.1% | 93% |
| 5-year (a year) | 244 | −5.2% | +13.8% | +31.6% | 96% |
| 10-year (a year) | 184 | +1.8% | +15.8% | +23.0% | 100% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
IGV performance overview
iShares Expanded Tech-Software Sector ETF (IGV) returned −3.6% over the past year and +17.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2001 it has returned +10.1% a year, turning $10,000 into about $113,960. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −62.2%, from Jul 17, 2001 to Oct 7, 2002, and it took 5.0 years to get back to the old high. IGV finished 19 of its 24 full calendar years with a gain; the best year was 2023 (+59.2%) and the worst 2002 (−44.7%). Volatility has been 23.9% a year.
Related: IGV chart, IGV holdings, IGV dividends, IGV valuation. See the IGV overview for the latest quote and fund facts.
IGV performance FAQ
What is the IGV return over the past year?
IGV returned −3.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.7%.
What is the average annual return of IGV?
IGV has returned +5.1% a year over 5 years, +17.4% a year over 10 years, +10.1% a year since July 17, 2001 (total return, distributions reinvested).
How much would $10,000 invested in IGV be worth?
$10,000 invested in IGV at its first recorded close on July 17, 2001 would be worth about $113,960 on October 23, 2026 with distributions reinvested.
What was the worst year for IGV?
The worst calendar year was 2002, with a total return of −44.7%. The best was 2023 at +59.2%.
What is the biggest drawdown of IGV?
The largest peak-to-trough decline was −62.2% between July 17, 2001 and October 7, 2002. It recovered to the old high on October 1, 2007, 5.0 years after the bottom.
How volatile is IGV?
Over the past 3 years IGV had an annualized volatility of 27.9% and a Sharpe ratio of 0.52 (excess return over 1–3 month T-bills per unit of risk).