PLTR vs. IGM
PLTR (Palantir Technologies 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 5 years, PLTR returned 39.00%/yr vs 20.09%/yr for IGM. A 0.59 correlation means they provide meaningful diversification when combined.
Performance
PLTR vs. IGM - Performance Comparison
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Returns By Period
In the year-to-date period, PLTR achieves a -27.99% return, which is significantly lower than IGM's 23.42% return.
PLTR
- 1D
- -2.36%
- 1M
- -1.58%
- YTD
- -27.99%
- 6M
- -30.28%
- 1Y
- -5.33%
- 3Y*
- 99.99%
- 5Y*
- 39.00%
- 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%
PLTR vs. IGM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PLTR Palantir Technologies Inc. | -27.99% | 135.03% | 340.48% | 167.45% | -64.74% | -22.68% | 135.50% |
IGM iShares Expanded Tech Sector ETF | 23.42% | 26.76% | 36.99% | 60.68% | -35.83% | 25.72% | 13.76% |
Correlation
The correlation between PLTR and IGM is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2020 | 0.59 |
The correlation between PLTR and IGM shifts across timeframes, from 0.53 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
PLTR vs. IGM — Risk / Return Rank
PLTR
IGM
PLTR vs. IGM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Palantir Technologies Inc. (PLTR) 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.
| PLTR | IGM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.33 | ||
| Sortino ratioReturn per unit of downside risk | -2.58 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.37 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.97 | -3.11 |
| Martin ratioReturn relative to average drawdown | -0.25 | 10.06 | -10.31 |
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Drawdowns
PLTR vs. IGM - Drawdown Comparison
The maximum PLTR drawdown since its inception was -84.62%, which is greater than IGM's maximum drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for PLTR and IGM.
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Drawdown Indicators
| PLTR | IGM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.62% | -65.59% | -19.03% |
Max Drawdown (1Y)Largest decline over 1 year | -38.22% | -16.44% | -21.78% |
Max Drawdown (3Y)Largest decline over 3 years | -40.61% | -26.39% | -14.22% |
Max Drawdown (5Y)Largest decline over 5 years | -79.14% | -40.68% | -38.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.68% | — |
Current DrawdownCurrent decline from peak | -38.22% | -6.80% | -31.42% |
Average DrawdownAverage peak-to-trough decline | -40.27% | -15.22% | -25.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.23% | 4.84% | +16.39% |
Volatility
PLTR vs. IGM - Volatility Comparison
Palantir Technologies Inc. (PLTR) has a higher volatility of 17.16% compared to iShares Expanded Tech Sector ETF (IGM) at 10.03%. This indicates that PLTR'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
| PLTR | IGM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.16% | 10.03% | +7.13% |
Volatility (6M)Calculated over the trailing 6-month period | 38.32% | 18.11% | +20.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.83% | 21.98% | +28.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 65.44% | 25.91% | +39.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 69.75% | 24.66% | +45.09% |
Dividends
PLTR vs. IGM - Dividend Comparison
PLTR 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% |
PLTR Palantir Technologies 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
PLTR and IGM have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTR has higher volatility (17.16%) compared to IGM (10.03%). In terms of maximum drawdown, PLTR dropped -84.62% vs IGM's -65.59%.
IGM currently has the higher Sharpe Ratio (2.22 vs -0.11), 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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