(IGV) Expanded Tech-Software - BATS

ETF Category: Technology | Exchange: BATS (USA) | Market Cap: 15.910m USD | Total Return: -13.5% in 12m

Enterprise Software, Video Games, Cloud Services, Operating
Total Rating 30
Safety 9
Buy Signal -1.08
Technology
Category Rotation: -26.7
TER: 0.41%
AUM: 15.9B
Avg Turnover: 1.75B
Risk 3d forecast
Volatility39.7%
VaR 5th Pctl7.54%
VaR vs Median5.35%
Reward TTM
Sharpe Ratio-0.53
Rel. Str. IBD18.7
Rel. Str. Peer Group1.7
Character TTM
Beta1.344
Beta Downside1.485
Hurst Exponent0.460
Drawdowns 3y
Max DD36.61%
CAGR/Max DD0.28
CAGR/Mean DD1.32

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IGV Expanded Tech-Software

The iShares Expanded Tech-Software Sector ETF (IGV) tracks an index of U.S.-traded software companies, including sub-sectors such as interactive home entertainment and media services. The fund maintains a non-diversified structure, typically investing at least 80% of its assets in securities that mirror its underlying index across the U.S. and Canada.

The software sector is characterized by a high prevalence of Software-as-a-Service (SaaS) business models, which prioritize recurring revenue streams over one-time licensing fees. These companies often benefit from high operating leverage, where incremental sales incur minimal additional costs once the core platform is developed.

Investors can further analyze the intrinsic worth of these holdings by reviewing the valuation metrics on ValueRay. Given the concentration of this fund, performance is heavily influenced by the valuation multiples of large-cap enterprise software providers.

Headlines to Watch Out For
  • Enterprise cloud spending growth accelerates demand for core software-as-a-service holdings
  • Federal Reserve interest rate pivots impact valuations of high-growth technology stocks
  • Rapid generative AI adoption increases subscription revenue for enterprise software platforms
  • Cybersecurity threat landscape drives consistent corporate investment in defense infrastructure software
  • Consolidation through mergers and acquisitions increases premium valuations for mid-cap components
What is the price of IGV shares?

As of June 11, 2026, the stock is trading at USD 91.58 with a total of 12,540,947 shares traded.
Over the past week, the price has changed by -8.60%, over one month by +0.98%, over three months by +6.92% and over the past year by -13.51%.

Is IGV a buy, sell or hold?

Expanded Tech-Software has no consensus analysts rating.