IGV
iShares Expanded Tech-Software Sector ETFIGV Fund Description
IGV tracks a market-cap-weighted index of US and Canadian software companies.
IGV Factset Analytics Insight
IGV provides diverse exposure to the North American software industry as well as any ETF can. It caps individual security weights at 8.5% to provide more diverse exposure to a concentrated industry. This means that IGV redistributes its portfolio away from giants like Microsoft into smaller, more growth-oriented software companies. Canadian firms are included, but make up only a tiny slice of the portfolio. Naturally, its exposures don't closely resemble our benchmark, but it's a sensible approach for investors who want exposure to the software industry with subdued concentrations. IGV is large, liquid, and easy to trade. Its expenses are reasonable for the niche exposure, though it can’t be called cheap.IGV changed indexes December 24, 2018. The new index is functionally identical, but includes specific companies by name (Activision Blizzard, EA, Snap, Take-Two Interactive, and Zynga). These companies were reclassified into the new Communications Services sector at the end of 2018 and would otherwise have been removed from the fund.
IGV MSCI ESG Analytics Insight
iShares Expanded Tech-Software Sector ETF has an MSCI ESG Fund Rating of A based on a score of 6.90 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Expanded Tech-Software Sector ETF ranks in the 84th percentile within its peer group and in the 75th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IGV MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IGV Charts And Performance
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IGV Summary Data
IGV Portfolio Data
IGV Index Data
IGV Portfolio Management
IGV Tax Exposures
IGV Fund Structure
IGV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IGV. IGV is rated a 5 out of 5.
IGV Tradability
IGV Top 10 Holdings[View All]
IGV Performance Statistics
IGV MSCI ESG Ratings
IGV Benchmark Comparison Summary
IGV
IGV Benchmark Comparison Market Cap Size
IGV
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