ARTY vs TSPA
Comparison between ISHARES FUTURE AI & TECH ETF (ARTY, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).
5-Year PerformanceTSPA has outperformed ARTY, delivering a return of +14.3% compared to +11.2%
ARTY vs TSPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARTY
$2.10B
TSPA
$2.10B
Expense Ratio
ARTY
0.47%
Winner
TSPA
0.34%
Max Drawdown
ARTY
55.76%
Winner
TSPA
24.72%
Sharpe Ratio
Winner
ARTY
2.49
TSPA
2.00
5Y Beta
ARTY
1.55
Winner
TSPA
0.97
P/E Ratio
ARTY
62.29
Winner
TSPA
29.92
Forward P/E
ARTY
24.21
Winner
TSPA
22.50
PEG Ratio
Winner
ARTY
0.27
TSPA
0.59
5Y Dividends CAGR
ARTY
8.09%
TSPA
N/A
5Y EPS CAGR
ARTY
N/A
TSPA
28.25%
Debt to Equity
ARTY
83.43%
Winner
TSPA
44.08%
P/S Ratio
ARTY
7.22
Winner
TSPA
3.64
P/B Ratio
ARTY
10.52
Winner
TSPA
5.41
ARTY vs TSPA - Holdings Comparison
ARTY and TSPA have 10 common holdings. Overlap is 10.28%
ARTY's top 25 holdings weight is 78.97%. TSPA's top 25 holdings weight is 48.99%.
| Rank | ARTY | TSPA |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 6.05% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 5.86% | APPLE INC (AAPL) - 6.96% |
| #3 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 5.33% | MICROSOFT CORP (MSFT) - 4.96% |
| #4 | MICRON TECHNOLOGY INC (MU) - 4.79% | AMAZON.COM INC (AMZN) - 3.77% |
| #5 | n/a (n/a) - 4.56% | ALPHABET INC CLASS C (GOOG) - 3.17% |
| #6 | NVIDIA CORP (NVDA) - 4.36% | BROADCOM INC (AVGO) - 2.80% |
| #7 | BROADCOM INC (AVGO) - 4.34% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #8 | ORACLE CORP (ORCL) - 4.05% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #9 | NAVER CORP (n/a) - 3.54% | TESLA INC (TSLA) - 1.77% |
| #10 | SK HYNIX INC (n/a) - 3.19% | ELI LILLY AND CO (LLY) - 1.38% |
| #11 | GLOBAL UNICHIP CORP (n/a) - 3.11% | JPMORGAN CHASE & CO (JPM) - 1.35% |
| #12 | SUPER MICRO COMPUTER INC (SMCI) - 2.71% | EXXON MOBIL CORP (XOM) - 1.12% |
| #13 | ALCHIP TECHNOLOGIES LTD (n/a) - 2.67% | VISA INC CLASS A (V) - 1.05% |
| #14 | ARISTA NETWORKS INC (ANET) - 2.55% | T-MOBILE US INC (TMUS) - 1.03% |
| #15 | ADVANTEST CORP (n/a) - 2.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.01% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.42% | WALMART INC (WMT) - 0.99% |
| #17 | WESTERN DIGITAL CORP (WDC) - 2.38% | NETFLIX INC (NFLX) - 0.98% |
| #18 | SCHNEIDER ELECTRIC SE (n/a) - 2.30% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #19 | MICROSOFT CORP (MSFT) - 2.18% | CHEVRON CORP (CVX) - 0.82% |
| #20 | n/a (PLTR) - 1.86% | MASTERCARD INC CLASS A (MA) - 0.80% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82% | ABBOTT LABORATORIES (ABT) - 0.32% |
| #22 | CONSTELLATION ENERGY CORP (CEG) - 1.71% | AMPHENOL CORP CLASS A (APH) - 0.32% |
| #23 | ACCENTURE PLC CLASS A (ACN) - 1.63% | CSX CORP (CSX) - 0.32% |
| #24 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.56% | NORTHROP GRUMMAN CORP (NOC) - 0.32% |
| #25 | BLOOM ENERGY CORP CLASS A (BE) - 1.51% | ALLSTATE CORP (ALL) - 0.31% |
| Total Holdings | 73 | 272 |
ARTY vs TSPA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARTY
+34.37%
TSPA
+9.39%
3M
Winner
ARTY
+32.19%
TSPA
+6.99%
6M
Winner
ARTY
+41.93%
TSPA
+11.27%
1Y
Winner
ARTY
+98.78%
TSPA
+32.17%
5Y(CAGR)
ARTY
+11.22%
Winner
TSPA
+14.33%
Max(CAGR)
Winner
ARTY
+15.38%
TSPA
+14.33%
ARTY vs TSPA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ARTY | TSPA |
|---|---|---|
| 2026 | +37.81% | +8.86% |
| 2025 | +29.45% | +16.49% |
| 2024 | +10.75% | +27.28% |
| 2023 | +35.02% | +30.41% |
| 2022 | -38.41% | -19.11% |
| 2021 | +6.59% | +13.72% |
| 2020 | +45.71% | N/A |
| 2019 | +33.74% | N/A |
| 2018 | -14.31% | N/A |
ARTY vs TSPA Drawdown Comparison
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.
| Rank | ARTY | TSPA |
|---|---|---|
| #1 | -54.49% Feb 16, 2021 - Oct 8, 2025 | -24.72% Dec 29, 2021 - Nov 22, 2023 |
| #2 | -32.23% Feb 12, 2020 - Jun 5, 2020 | -19.04% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -24.26% Sep 26, 2018 - Apr 3, 2019 | -9.24% Jan 29, 2026 - Apr 14, 2026 |
| #4 | -18.81% Jan 28, 2026 - Apr 14, 2026 | -8.90% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -14.10% Oct 29, 2025 - Jan 16, 2026 | -5.49% Mar 28, 2024 - May 14, 2024 |
| #6 | -13.00% Apr 23, 2019 - Nov 5, 2019 | -5.40% Oct 29, 2025 - Dec 11, 2025 |
| #7 | -8.95% Sep 2, 2020 - Nov 4, 2020 | -4.78% Aug 30, 2021 - Oct 19, 2021 |
| #8 | -6.09% Jan 17, 2020 - Feb 12, 2020 | -4.16% Nov 16, 2021 - Dec 23, 2021 |
| #9 | -5.05% Jun 8, 2020 - Jun 17, 2020 | -3.91% Dec 6, 2024 - Jan 22, 2025 |
| #10 | -4.78% Oct 9, 2025 - Oct 27, 2025 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -4.58% Jul 25, 2018 - Aug 24, 2018 | -2.82% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -3.62% Apr 24, 2026 - May 1, 2026 | -2.77% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -3.51% Jan 26, 2021 - Feb 2, 2021 | -2.64% Oct 14, 2024 - Nov 6, 2024 |
| #14 | -3.04% Aug 29, 2018 - Sep 26, 2018 | -2.59% Jan 12, 2026 - Jan 27, 2026 |
| #15 | -3.01% Nov 6, 2020 - Nov 16, 2020 | -2.36% Nov 11, 2024 - Nov 26, 2024 |
Correlation
Correlation between ARTY and TSPA is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2018 - 2025)
ARTY vs TSPA dividend yield comparison.
| Year | ARTY | TSPA |
|---|---|---|
| 2025 | 0.00% | 0.62% |
| 2024 | 0.50% | 0.50% |
| 2023 | 0.88% | 0.41% |
| 2022 | 0.75% | 1.16% |
| 2021 | 2.41% | 0.43% |
| 2020 | 0.53% | 0.00% |
| 2019 | 0.69% | 0.00% |
| 2018 | 0.34% | 0.00% |
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