ARTY vs SPY
Comparison between ISHARES FUTURE AI & TECH ETF (ARTY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ARTY, delivering a return of +13.3% compared to +11.2%
ARTY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARTY
$2.10B
Winner
SPY
$652B
Expense Ratio
ARTY
0.47%
Winner
SPY
0.09%
Max Drawdown
Winner
ARTY
55.76%
SPY
56.47%
Sharpe Ratio
Winner
ARTY
2.49
SPY
2.07
5Y Beta
ARTY
1.55
Winner
SPY
1.00
P/E Ratio
ARTY
62.29
Winner
SPY
28.24
Forward P/E
ARTY
24.21
Winner
SPY
21.85
PEG Ratio
ARTY
0.27
SPY
N/A
5Y Dividends CAGR
Winner
ARTY
8.09%
SPY
5.43%
5Y EPS CAGR
ARTY
N/A
SPY
25.79%
Debt to Equity
ARTY
83.43%
Winner
SPY
22.35%
P/S Ratio
ARTY
7.22
Winner
SPY
3.55
P/B Ratio
ARTY
10.52
Winner
SPY
5.29
ARTY vs SPY - Holdings Comparison
ARTY and SPY have 17 common holdings. Overlap is 13.87%
ARTY's top 25 holdings weight is 78.97%. SPY's top 25 holdings weight is 51.32%.
| Rank | ARTY | SPY |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 6.05% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 5.86% | APPLE INC (AAPL) - 6.48% |
| #3 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 5.33% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | MICRON TECHNOLOGY INC (MU) - 4.79% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | n/a (n/a) - 4.56% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | NVIDIA CORP (NVDA) - 4.36% | BROADCOM INC (AVGO) - 3.09% |
| #7 | BROADCOM INC (AVGO) - 4.34% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ORACLE CORP (ORCL) - 4.05% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | NAVER CORP (n/a) - 3.54% | TESLA INC (TSLA) - 1.73% |
| #10 | SK HYNIX INC (n/a) - 3.19% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | GLOBAL UNICHIP CORP (n/a) - 3.11% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | SUPER MICRO COMPUTER INC (SMCI) - 2.71% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | ALCHIP TECHNOLOGIES LTD (n/a) - 2.67% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ARISTA NETWORKS INC (ANET) - 2.55% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | ADVANTEST CORP (n/a) - 2.49% | WALMART INC (WMT) - 0.91% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.42% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | WESTERN DIGITAL CORP (WDC) - 2.38% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | SCHNEIDER ELECTRIC SE (n/a) - 2.30% | VISA INC CLASS A (V) - 0.85% |
| #19 | MICROSOFT CORP (MSFT) - 2.18% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | n/a (PLTR) - 1.86% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82% | INTEL CORP (INTC) - 0.65% |
| #22 | CONSTELLATION ENERGY CORP (CEG) - 1.71% | NETFLIX INC (NFLX) - 0.64% |
| #23 | ACCENTURE PLC CLASS A (ACN) - 1.63% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.56% | CHEVRON CORP (CVX) - 0.58% |
| #25 | BLOOM ENERGY CORP CLASS A (BE) - 1.51% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 73 | 505 |
ARTY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARTY
+34.37%
SPY
+9.11%
3M
Winner
ARTY
+32.19%
SPY
+6.59%
6M
Winner
ARTY
+41.93%
SPY
+10.56%
1Y
Winner
ARTY
+98.78%
SPY
+32.04%
5Y(CAGR)
ARTY
+11.22%
Winner
SPY
+13.35%
10Y(CAGR)
ARTY
N/A
SPY
+15.49%
Max(CAGR)
Winner
ARTY
+15.38%
SPY
+8.50%
ARTY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ARTY | SPY |
|---|---|---|
| 2026 | +37.81% | +8.27% |
| 2025 | +29.45% | +18.00% |
| 2024 | +10.75% | +25.59% |
| 2023 | +35.02% | +26.72% |
| 2022 | -38.41% | -18.64% |
| 2021 | +6.59% | +30.52% |
| 2020 | +45.71% | +17.28% |
| 2019 | +33.74% | +31.09% |
| 2018 | -14.31% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
ARTY vs SPY Drawdown Comparison
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | ARTY | SPY |
|---|---|---|
| #1 | -54.49% Feb 16, 2021 - Oct 8, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.23% Feb 12, 2020 - Jun 5, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.26% Sep 26, 2018 - Apr 3, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.81% Jan 28, 2026 - Apr 14, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.10% Oct 29, 2025 - Jan 16, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.00% Apr 23, 2019 - Nov 5, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.95% Sep 2, 2020 - Nov 4, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.09% Jan 17, 2020 - Feb 12, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.05% Jun 8, 2020 - Jun 17, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.78% Oct 9, 2025 - Oct 27, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.58% Jul 25, 2018 - Aug 24, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.62% Apr 24, 2026 - May 1, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.51% Jan 26, 2021 - Feb 2, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.04% Aug 29, 2018 - Sep 26, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.01% Nov 6, 2020 - Nov 16, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ARTY and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (1999 - 2026)
ARTY vs SPY dividend yield comparison.
| Year | ARTY | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.00% | 1.07% |
| 2024 | 0.50% | 1.21% |
| 2023 | 0.88% | 1.40% |
| 2022 | 0.75% | 1.65% |
| 2021 | 2.41% | 1.20% |
| 2020 | 0.53% | 1.52% |
| 2019 | 0.69% | 1.75% |
| 2018 | 0.34% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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