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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 +13.2% compared to +12.0%

ARTY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ARTY
$3.70B
Winner
SPY
$784B
Expense Ratio
ARTY
0.47%
Winner
SPY
0.09%
Max Drawdown
Winner
ARTY
55.76%
SPY
56.47%
Sharpe Ratio
Winner
ARTY
2.00
SPY
1.54
5Y Beta
ARTY
1.63
Winner
SPY
1.00
P/E Ratio
ARTY
65.68
Winner
SPY
27.62
Forward P/E
ARTY
28.50
Winner
SPY
21.11
PEG Ratio
ARTY
0.44
SPY
N/A
5Y Dividends CAGR
ARTY
-31.91%
Winner
SPY
6.00%
5Y EPS CAGR
ARTY
N/A
SPY
25.30%
Debt to Equity
ARTY
66.02%
Winner
SPY
31.11%
P/S Ratio
ARTY
7.01
Winner
SPY
3.49
P/B Ratio
ARTY
11.24
Winner
SPY
5.30

ARTY vs SPY - Holdings Comparison

ARTY and SPY have 17 common holdings. Overlap is 13.78%

ARTY's top 25 holdings weight is 80.19%. SPY's top 25 holdings weight is 51.24%.

RankARTYSPY
#1
MARVELL TECHNOLOGY INC (MRVL) - 8.65%
NVIDIA CORP (NVDA) - 7.81%
#2
MICRON TECHNOLOGY INC (MU) - 7.30%
APPLE INC (AAPL) - 6.81%
#3
ADVANCED MICRO DEVICES INC (AMD) - 7.10%
MICROSOFT CORP (MSFT) - 4.53%
#4
SK HYNIX INC (n/a) - 4.37%
AMAZON.COM INC (AMZN) - 3.72%
#5
ORACLE CORP (ORCL) - 4.22%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.08%
BROADCOM INC (AVGO) - 2.77%
#7
n/a (n/a) - 4.01%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
NVIDIA CORP (NVDA) - 3.61%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
BROADCOM INC (AVGO) - 3.46%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
NAVER CORP (n/a) - 3.23%
TESLA INC (TSLA) - 1.76%
#11
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.97%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
GLOBAL UNICHIP CORP (n/a) - 2.81%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
WESTERN DIGITAL CORP (WDC) - 2.61%
ELI LILLY AND CO (LLY) - 1.38%
#14
SUPER MICRO COMPUTER INC (SMCI) - 2.55%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
ALCHIP TECHNOLOGIES LTD (n/a) - 2.28%
EXXON MOBIL CORP (XOM) - 0.92%
#16
ARISTA NETWORKS INC (ANET) - 2.01%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.95%
VISA INC CLASS A (V) - 0.87%
#18
SCHNEIDER ELECTRIC SE (n/a) - 1.90%
INTEL CORP (INTC) - 0.85%
#19
MICROSOFT CORP (MSFT) - 1.83%
WALMART INC (WMT) - 0.82%
#20
ADVANTEST CORP (n/a) - 1.77%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
ASTERA LABS INC (ALAB) - 1.71%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
n/a (PLTR) - 1.51%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.50%
CATERPILLAR INC (CAT) - 0.68%
#24
ACCENTURE PLC CLASS A (ACN) - 1.41%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
BLOOM ENERGY CORP CLASS A (BE) - 1.35%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings73505

ARTY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ARTY
+8.26%
SPY
-1.37%
3M
Winner
ARTY
+51.68%
SPY
+12.22%
6M
Winner
ARTY
+54.10%
SPY
+7.20%
1Y
Winner
ARTY
+93.11%
SPY
+23.58%
5Y(CAGR)
ARTY
+12.01%
Winner
SPY
+13.19%
10Y(CAGR)
ARTY
N/A
SPY
+15.12%
Max(CAGR)
Winner
ARTY
+16.36%
SPY
+8.44%

ARTY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearARTYSPY
2026+50.06%+7.95%
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%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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.

The current ARTY drawdown is -7.79%. The current SPY drawdown is -3.18%.

RankARTYSPY
#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
#5-15.07%
Jun 2, 2026 - Jun 10, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.10%
Oct 29, 2025 - Jan 16, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.00%
Apr 23, 2019 - Nov 5, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.95%
Sep 2, 2020 - Nov 4, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.96%
May 11, 2026 - May 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.09%
Jan 17, 2020 - Feb 12, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.05%
Jun 8, 2020 - Jun 17, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.78%
Oct 9, 2025 - Oct 27, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.58%
Jul 25, 2018 - Aug 24, 2018		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.62%
Apr 24, 2026 - May 1, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.51%
Jan 26, 2021 - Feb 2, 2021		-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.

YearARTYSPY
20260.06%0.50%
20250.00%1.07%
20240.50%1.21%
20230.88%1.40%
20220.75%1.65%
20212.41%1.20%
20200.53%1.52%
20190.69%1.75%
20180.34%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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