ARTY vs SUSA
Comparison between ISHARES FUTURE AI & TECH ETF (ARTY, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceSUSA has outperformed ARTY, delivering a return of +11.2% compared to +10.6%
ARTY vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARTY
$3.90B
Winner
SUSA
$4B
Expense Ratio
ARTY
0.47%
Winner
SUSA
0.25%
Max Drawdown
ARTY
55.76%
Winner
SUSA
54.94%
Sharpe Ratio
Winner
ARTY
1.52
SUSA
1.36
5Y Beta
ARTY
1.65
Winner
SUSA
0.95
P/E Ratio
ARTY
52.50
Winner
SUSA
30.05
Forward P/E
ARTY
22.46
Winner
SUSA
22.04
PEG Ratio
Winner
ARTY
0.23
SUSA
0.47
5Y Dividends CAGR
ARTY
-31.91%
Winner
SUSA
5.99%
5Y EPS CAGR
ARTY
N/A
SUSA
26.12%
Debt to Equity
ARTY
70.72%
Winner
SUSA
27.25%
P/S Ratio
ARTY
5.66
Winner
SUSA
3.72
P/B Ratio
ARTY
9.41
Winner
SUSA
6.53
ARTY vs SUSA - Holdings Comparison
ARTY and SUSA have 17 common holdings. Overlap is 16.37%
ARTY's top 25 holdings weight is 77.57%. SUSA's top 25 holdings weight is 48.27%.
| Rank | ARTY | SUSA |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 5.03% | NVIDIA CORP (NVDA) - 7.19% |
| #2 | n/a (n/a) - 4.97% | APPLE INC (AAPL) - 6.32% |
| #3 | MICRON TECHNOLOGY INC (MU) - 4.97% | MICROSOFT CORP (MSFT) - 3.99% |
| #4 | NVIDIA CORP (NVDA) - 4.45% | ALPHABET INC CLASS C (GOOG) - 3.41% |
| #5 | BROADCOM INC (AVGO) - 4.29% | ALPHABET INC CLASS A (GOOGL) - 2.62% |
| #6 | MARVELL TECHNOLOGY INC (MRVL) - 4.28% | BROADCOM INC (AVGO) - 2.57% |
| #7 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.80% | TESLA INC (TSLA) - 1.84% |
| #8 | SK HYNIX INC (n/a) - 3.50% | MICRON TECHNOLOGY INC (MU) - 1.72% |
| #9 | GLOBAL UNICHIP CORP (n/a) - 3.31% | ADVANCED MICRO DEVICES INC (AMD) - 1.51% |
| #10 | SUPER MICRO COMPUTER INC (SMCI) - 3.10% | APPLIED MATERIALS INC (AMAT) - 1.47% |
| #11 | ORACLE CORP (ORCL) - 3.06% | ELI LILLY AND CO (LLY) - 1.46% |
| #12 | NAVER CORP (n/a) - 3.02% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.33% |
| #13 | WESTERN DIGITAL CORP (WDC) - 2.83% | MORGAN STANLEY (MS) - 1.29% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.74% | LAM RESEARCH CORP (LRCX) - 1.28% |
| #15 | ALCHIP TECHNOLOGIES LTD (n/a) - 2.72% | THE HOME DEPOT INC (HD) - 1.15% |
| #16 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.68% | VISA INC CLASS A (V) - 1.04% |
| #17 | MICROSOFT CORP (MSFT) - 2.53% | BANK OF NEW YORK MELLON CORP (BNY) - 1.03% |
| #18 | ARISTA NETWORKS INC (ANET) - 2.46% | PALO ALTO NETWORKS INC (PANW) - 1.01% |
| #19 | n/a (PLTR) - 2.42% | ECOLAB INC (ECL) - 0.98% |
| #20 | SCHNEIDER ELECTRIC SE (n/a) - 2.40% | INTEL CORP (INTC) - 0.95% |
| #21 | ADVANTEST CORP (n/a) - 2.34% | MASTERCARD INC CLASS A (MA) - 0.91% |
| #22 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.75% | CUMMINS INC (CMI) - 0.88% |
| #23 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.69% | CISCO SYSTEMS INC (CSCO) - 0.81% |
| #24 | BLOOM ENERGY CORP CLASS A (BE) - 1.66% | AMERICAN EXPRESS CO (AXP) - 0.79% |
| #25 | CONSTELLATION ENERGY CORP (CEG) - 1.57% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.72% |
| Total Holdings | 72 | 197 |
ARTY vs SUSA - Historical Returns
Returns include dividend reinvestment.
1M
ARTY
-11.12%
Winner
SUSA
+0.47%
3M
Winner
ARTY
+21.33%
SUSA
+9.92%
6M
Winner
ARTY
+34.97%
SUSA
+9.72%
1Y
Winner
ARTY
+64.89%
SUSA
+23.53%
5Y(CAGR)
ARTY
+10.63%
Winner
SUSA
+11.25%
10Y(CAGR)
Winner
ARTY
+15.09%
SUSA
+14.78%
Max(CAGR)
Winner
ARTY
+15.09%
SUSA
+10.48%
ARTY vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | ARTY | SUSA |
|---|---|---|
| 2026 | +38.67% | +11.46% |
| 2025 | +29.45% | +15.98% |
| 2024 | +10.75% | +23.30% |
| 2023 | +35.02% | +24.42% |
| 2022 | -38.41% | -21.45% |
| 2021 | +6.59% | +32.05% |
| 2020 | +45.71% | +23.86% |
| 2019 | +33.74% | +32.49% |
| 2018 | -14.31% | -6.02% |
| 2017 | N/A | +21.51% |
| 2016 | N/A | +14.22% |
| 2015 | N/A | -1.77% |
| 2014 | N/A | +14.77% |
| 2013 | N/A | +27.63% |
| 2012 | N/A | +8.75% |
| 2011 | N/A | +0.57% |
| 2010 | N/A | +12.48% |
| 2009 | N/A | +26.93% |
| 2008 | N/A | -34.56% |
| 2007 | N/A | +4.65% |
| 2006 | N/A | +11.17% |
| 2005 | N/A | +7.95% |
ARTY vs SUSA Drawdown Comparison
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current ARTY drawdown is -14.79%. The current SUSA drawdown is -0.48%.
| Rank | ARTY | SUSA |
|---|---|---|
| #1 | -54.49% Feb 16, 2021 - Oct 8, 2025 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -32.23% Feb 12, 2020 - Jun 5, 2020 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -24.26% Sep 26, 2018 - Apr 3, 2019 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -18.81% Jan 28, 2026 - Apr 14, 2026 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -15.07% Jun 2, 2026 - Jun 10, 2026 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -14.10% Oct 29, 2025 - Jan 16, 2026 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -13.00% Apr 23, 2019 - Nov 5, 2019 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -8.95% Sep 2, 2020 - Nov 4, 2020 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -7.96% May 11, 2026 - May 26, 2026 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -6.09% Jan 17, 2020 - Feb 12, 2020 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -5.05% Jun 8, 2020 - Jun 17, 2020 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -4.78% Oct 9, 2025 - Oct 27, 2025 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -4.58% Jul 25, 2018 - Aug 24, 2018 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -3.62% Apr 24, 2026 - May 1, 2026 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -3.51% Jan 26, 2021 - Feb 2, 2021 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between ARTY and SUSA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2005 - 2026)
ARTY vs SUSA dividend yield comparison.
| Year | ARTY | SUSA |
|---|---|---|
| 2026 | 0.06% | 0.39% |
| 2025 | 0.00% | 0.89% |
| 2024 | 0.50% | 1.15% |
| 2023 | 0.88% | 1.32% |
| 2022 | 0.75% | 1.52% |
| 2021 | 2.41% | 0.98% |
| 2020 | 0.53% | 1.17% |
| 2019 | 0.69% | 1.52% |
| 2018 | 0.34% | 1.73% |
| 2017 | 0.00% | 1.40% |
| 2016 | 0.00% | 1.56% |
| 2015 | 0.00% | 1.42% |
| 2014 | 0.00% | 1.21% |
| 2013 | 0.00% | 1.30% |
| 2012 | 0.00% | 1.77% |
| 2011 | 0.00% | 1.45% |
| 2010 | 0.00% | 1.48% |
| 2009 | 0.00% | 1.64% |
| 2008 | 0.00% | 2.30% |
| 2007 | 0.00% | 1.28% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.15% |
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