ARTY vs IBDU

Comparison between ISHARES FUTURE AI & TECH ETF (ARTY, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

5-Year PerformanceARTY has outperformed IBDU, delivering a return of +13.6% compared to +1.1%

ARTY vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARTY(ETF)	IBDU(ETF)
Net Assets	$3.70B	$3.80B
Expense Ratio	0.47%	0.10%
Max Drawdown	55.76%	22.93%
Sharpe Ratio	2.19	0.35
5Y Beta	1.63	0.05
P/E Ratio	65.68	N/A
Forward P/E	26.74	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	-31.91%	11.26%
Debt to Equity	66.02%	N/A

Net Assets

ARTY

$3.70B

Winner

IBDU

$3.80B

Expense Ratio

ARTY

0.47%

Winner

IBDU

0.10%

Max Drawdown

ARTY

55.76%

Winner

IBDU

22.93%

Sharpe Ratio

Winner

ARTY

2.19

IBDU

0.35

5Y Beta

ARTY

1.63

Winner

IBDU

0.05

P/E Ratio

ARTY

65.68

IBDU

N/A

Forward P/E

ARTY

26.74

IBDU

N/A

PEG Ratio

ARTY

0.37

IBDU

N/A

5Y Dividends CAGR

ARTY

-31.91%

Winner

IBDU

11.26%

Debt to Equity

ARTY

66.02%

IBDU

N/A

ARTY vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	ARTY	IBDU
1 month	+15.53%	+0.21%
3 months	+61.88%	+0.65%
6 months	+64.93%	+0.74%
1 year	+106.08%	+4.13%
5 years(CAGR)	+13.64%	+1.10%
Max(CAGR)	+17.31%	+2.36%

Winner

ARTY

+15.53%

IBDU

+0.21%

Winner

ARTY

+61.88%

IBDU

+0.65%

Winner

ARTY

+64.93%

IBDU

+0.74%

Winner

ARTY

+106.08%

IBDU

+4.13%

5Y(CAGR)

Winner

ARTY

+13.64%

IBDU

+1.10%

Max(CAGR)

Winner

ARTY

+17.31%

IBDU

+2.36%

ARTY vs IBDU - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	ARTY	IBDU
2026	+60.15%	+0.52%
2025	+29.45%	+7.50%
2024	+10.75%	+4.07%
2023	+35.02%	+8.17%
2022	-38.41%	-12.44%
2021	+6.59%	-1.87%
2020	+45.71%	+10.16%
2019	+33.74%	+2.23%
2018	-14.31%	N/A

ARTY vs IBDU Drawdown Comparison

The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The current ARTY drawdown is -1.59%. The current IBDU drawdown is -0.54%.

Rank	ARTY	IBDU
#1	-54.49% Feb 16, 2021 - Oct 8, 2025	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-32.23% Feb 12, 2020 - Jun 5, 2020	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-24.26% Sep 26, 2018 - Apr 3, 2019	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-18.81% Jan 28, 2026 - Apr 14, 2026	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-15.07% Jun 2, 2026 - Jun 10, 2026	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-14.10% Oct 29, 2025 - Jan 16, 2026	-1.58% Feb 27, 2026 - Mar 26, 2026
#7	-13.00% Apr 23, 2019 - Nov 5, 2019	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-8.95% Sep 2, 2020 - Nov 4, 2020	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-7.96% May 11, 2026 - May 26, 2026	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-6.09% Jan 17, 2020 - Feb 12, 2020	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-5.05% Jun 8, 2020 - Jun 17, 2020	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-4.78% Oct 9, 2025 - Oct 27, 2025	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-4.58% Jul 25, 2018 - Aug 24, 2018	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-3.62% Apr 24, 2026 - May 1, 2026	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-3.51% Jan 26, 2021 - Feb 2, 2021	-0.35% Feb 10, 2020 - Feb 18, 2020