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IMTX vs. IYW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IMTX and IYW is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

IMTX vs. IYW

Last updated Jun 1, 2025

Compare and contrast key facts about Immatics N.V. (IMTX) and iShares U.S. Technology ETF (IYW).

IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMTX or IYW.

Performance

IMTX vs. IYW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Immatics N.V. (IMTX) and iShares U.S. Technology ETF (IYW). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

IMTX:

-0.92

IYW:

0.48

Sortino Ratio

IMTX:

-1.48

IYW:

0.71

Omega Ratio

IMTX:

0.83

IYW:

1.10

Calmar Ratio

IMTX:

-0.70

IYW:

0.41

Martin Ratio

IMTX:

-1.19

IYW:

1.29

Ulcer Index

IMTX:

45.12%

IYW:

8.42%

Daily Std Dev

IMTX:

56.99%

IYW:

30.22%

Max Drawdown

IMTX:

-77.36%

IYW:

-81.89%

Current Drawdown

IMTX:

-65.14%

IYW:

-5.07%

Returns By Period

In the year-to-date period, IMTX achieves a -24.19% return, which is significantly lower than IYW's -0.75% return.

IMTX

YTD

-24.19%

1M

7.58%

6M

-35.22%

1Y

-51.13%

3Y*

-9.49%

5Y*

N/A

10Y*

N/A

IYW

YTD

-0.75%

1M

8.56%

6M

-0.59%

1Y

14.40%

3Y*

21.93%

5Y*

20.70%

10Y*

19.98%

*Annualized

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Immatics N.V.

iShares U.S. Technology ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

IMTX vs. IYW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IMTX
The Risk-Adjusted Performance Rank of IMTX is 99
Overall Rank
The Sharpe Ratio Rank of IMTX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of IMTX is 55
Sortino Ratio Rank
The Omega Ratio Rank of IMTX is 88
Omega Ratio Rank
The Calmar Ratio Rank of IMTX is 99
Calmar Ratio Rank
The Martin Ratio Rank of IMTX is 1818
Martin Ratio Rank
IYW
The Risk-Adjusted Performance Rank of IYW is 4040
Overall Rank
The Sharpe Ratio Rank of IYW is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of IYW is 3838
Sortino Ratio Rank
The Omega Ratio Rank of IYW is 3838
Omega Ratio Rank
The Calmar Ratio Rank of IYW is 4444
Calmar Ratio Rank
The Martin Ratio Rank of IYW is 3939
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IMTX vs. IYW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Immatics N.V. (IMTX) and iShares U.S. Technology ETF (IYW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current IMTX Sharpe Ratio is -0.92, which is lower than the IYW Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of IMTX and IYW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

IMTX vs. IYW - Dividend Comparison

IMTX has not paid dividends to shareholders, while IYW's dividend yield for the trailing twelve months is around 0.21%.

TTM20242023202220212020201920182017201620152014
IMTX
Immatics N.V.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IYW
iShares U.S. Technology ETF		0.21%0.21%0.53%0.50%0.31%0.56%0.72%0.91%0.82%1.13%1.12%1.13%

Drawdowns

IMTX vs. IYW - Drawdown Comparison

The maximum IMTX drawdown since its inception was -77.36%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for IMTX and IYW.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

IMTX vs. IYW - Volatility Comparison

Immatics N.V. (IMTX) has a higher volatility of 22.74% compared to iShares U.S. Technology ETF (IYW) at 6.60%. This indicates that IMTX's price experiences larger fluctuations and is considered to be riskier than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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