(IGV) iShares Expanded - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US4642875151 • Technology
IGV: Software, Video Games, Online Media
The iShares Expanded Tech-Software Sector ETF (IGV) is designed to track the performance of U.S.-traded software companies, along with select firms in the interactive home entertainment and interactive media and services sub-industries in the U.S. and Canada. As part of the Morningstar US Technology Index, the fund provides exposure to a concentrated portfolio of technology and software leaders. The ETF is non-diversified, meaning it can take larger positions in individual securities compared to diversified funds.
With an AUM of $10.54 billion, IGV offers investors a way to access the growth potential of the software sector, including companies involved in software as a service (SaaS), cloud computing, and gaming. The fund typically invests at least 80% of its assets in securities from its underlying index or in investments with similar economic characteristics. This structure allows for targeted exposure to the software industrys expansion and innovation trends.
IGV is listed on the BATS exchange under the ticker symbol IGV and is domiciled in the United States. It is categorized as a technology sector ETF, making it a tool for investors seeking to allocate capital to the software and related technology industries. The funds focus on the software sector positions it as a vehicle for capturing the growth of digital transformation and technological advancements in the global economy.
Additional Sources for IGV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IGV ETF Overview
Market Cap in USD | 10,385m |
Category | Technology |
TER | 0.41% |
IPO / Inception | 2001-07-10 |
IGV ETF Ratings
Growth 5y | 74.0% |
Fundamental | - |
Dividend | 7.42% |
Rel. Strength Industry | -5.58 |
Analysts | - |
Fair Price Momentum | 79.32 USD |
Fair Price DCF | - |
IGV Dividends
Dividend Yield 12m | 0.00% |
Yield on Cost 5y | % |
Annual Growth 5y | -100.00% |
Payout Consistency | 24.7% |
IGV Growth Ratios
Growth Correlation 3m | -43.7% |
Growth Correlation 12m | 84.1% |
Growth Correlation 5y | 55.1% |
CAGR 5y | 19.12% |
CAGR/Max DD 5y | 0.42 |
Sharpe Ratio 12m | 1.27 |
Alpha | -7.75 |
Beta | 1.42 |
Volatility | 34.43% |
Current Volume | 7453.7k |
Average Volume 20d | 6086.6k |
As of March 14, 2025, the stock is trading at USD 88.30 with a total of 7,453,696 shares traded.
Over the past week, the price has changed by -5.50%, over one month by -17.22%, over three months by -16.52% and over the past year by +2.20%.
Yes. Based on ValueRay Analyses, iShares Expanded (BATS:IGV) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 74.01 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IGV as of March 2025 is 79.32. This means that IGV is currently overvalued and has a potential downside of -10.17%.
iShares Expanded has no consensus analysts rating.
According to ValueRays Forecast Model, IGV iShares Expanded will be worth about 89.8 in March 2026. The stock is currently trading at 88.30. This means that the stock has a potential upside of +1.64%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 89.8 | 1.6% |