LUNR vs. IGM
LUNR (Intuitive Machines Inc. ) is a stock, while IGM (iShares Expanded Tech Sector ETF) is Technology Equities fund tracking the S&P North American Expanded Technology Sector Index. Over the past 3 years, LUNR returned 42.24%/yr vs 35.37%/yr for IGM. At a 0.23 correlation, their price movements are largely independent.
Performance
LUNR vs. IGM - Performance Comparison
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Returns By Period
In the year-to-date period, LUNR achieves a 64.02% return, which is significantly higher than IGM's 23.42% return.
LUNR
- 1D
- -13.12%
- 1M
- -25.39%
- YTD
- 64.02%
- 6M
- 122.39%
- 1Y
- 144.44%
- 3Y*
- 42.24%
- 5Y*
- —
- 10Y*
- —
IGM
- 1D
- 0.69%
- 1M
- 3.04%
- YTD
- 23.42%
- 6M
- 23.24%
- 1Y
- 48.57%
- 3Y*
- 35.37%
- 5Y*
- 20.09%
- 10Y*
- 24.57%
LUNR vs. IGM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LUNR Intuitive Machines Inc. | 64.02% | -10.63% | 610.76% | -74.45% | 3.73% | -0.10% |
IGM iShares Expanded Tech Sector ETF | 23.42% | 26.76% | 36.99% | 60.68% | -35.83% | -2.12% |
Correlation
The correlation between LUNR and IGM is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Nov 17, 2021 | 0.23 |
The correlation between LUNR and IGM shifts across timeframes, from 0.23 (all time) to 0.41 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LUNR vs. IGM — Risk / Return Rank
LUNR
IGM
LUNR vs. IGM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intuitive Machines Inc. (LUNR) and iShares Expanded Tech Sector ETF (IGM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LUNR | IGM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.47 | 2.97 | +0.50 |
| Martin ratioReturn relative to average drawdown | 7.12 | 10.06 | -2.94 |
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Drawdowns
LUNR vs. IGM - Drawdown Comparison
The maximum LUNR drawdown since its inception was -97.43%, which is greater than IGM's maximum drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for LUNR and IGM.
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Drawdown Indicators
| LUNR | IGM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.43% | -65.59% | -31.84% |
Max Drawdown (1Y)Largest decline over 1 year | -41.94% | -16.44% | -25.50% |
Max Drawdown (3Y)Largest decline over 3 years | -78.54% | -26.39% | -52.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.68% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.68% | — |
Current DrawdownCurrent decline from peak | -67.53% | -6.80% | -60.73% |
Average DrawdownAverage peak-to-trough decline | -63.21% | -15.22% | -47.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.37% | 4.84% | +15.53% |
Volatility
LUNR vs. IGM - Volatility Comparison
Intuitive Machines Inc. (LUNR) has a higher volatility of 42.95% compared to iShares Expanded Tech Sector ETF (IGM) at 10.03%. This indicates that LUNR's price experiences larger fluctuations and is considered to be riskier than IGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUNR | IGM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 42.95% | 10.03% | +32.92% |
Volatility (6M)Calculated over the trailing 6-month period | 93.42% | 18.11% | +75.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 111.16% | 21.98% | +89.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 171.29% | 25.91% | +145.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 171.29% | 24.66% | +146.63% |
Dividends
LUNR vs. IGM - Dividend Comparison
LUNR has not paid dividends to shareholders, while IGM's dividend yield for the trailing twelve months is around 0.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGM iShares Expanded Tech Sector ETF | 0.13% | 0.17% | 0.22% | 0.33% | 0.66% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% |
LUNR Intuitive Machines Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LUNR and IGM have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LUNR has higher volatility (42.95%) compared to IGM (10.03%). In terms of maximum drawdown, LUNR dropped -97.43% vs IGM's -65.59%.
IGM currently has the higher Sharpe Ratio (2.22 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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