ARTY vs USMC
Comparison between ISHARES FUTURE AI & TECH ETF (ARTY, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed ARTY, delivering a return of +14.2% compared to +12.8%
ARTY vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARTY
$3.50B
Winner
USMC
$3.60B
Expense Ratio
ARTY
0.47%
Winner
USMC
0.12%
Max Drawdown
ARTY
55.76%
Winner
USMC
29.97%
Sharpe Ratio
Winner
ARTY
1.62
USMC
1.14
5Y Beta
ARTY
1.71
Winner
USMC
0.92
P/E Ratio
ARTY
53.27
Winner
USMC
25.71
Forward P/E
ARTY
22.39
Winner
USMC
18.90
PEG Ratio
ARTY
0.26
Winner
USMC
0.23
5Y Dividends CAGR
ARTY
-31.91%
Winner
USMC
-0.94%
5Y EPS CAGR
ARTY
N/A
USMC
29.88%
Debt to Equity
Winner
ARTY
31.80%
USMC
51.21%
P/S Ratio
ARTY
5.52
Winner
USMC
5.29
P/B Ratio
ARTY
9.39
Winner
USMC
6.78
ARTY vs USMC - Holdings Comparison
ARTY and USMC have 4 common holdings. Overlap is 17.05%
ARTY's top 25 holdings weight is 78.12%. USMC's top 25 holdings weight is 98.04%.
| Rank | ARTY | USMC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.92% | NVIDIA CORP (NVDA) - 7.78% |
| #2 | BROADCOM INC (AVGO) - 4.71% | APPLE INC (AAPL) - 7.48% |
| #3 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.65% | MICRON TECHNOLOGY INC (MU) - 7.33% |
| #4 | n/a (n/a) - 4.61% | ALPHABET INC CLASS A (GOOGL) - 5.61% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 4.38% | BROADCOM INC (AVGO) - 4.86% |
| #6 | MICRON TECHNOLOGY INC (MU) - 4.27% | JPMORGAN CHASE & CO (JPM) - 4.62% |
| #7 | SUPER MICRO COMPUTER INC (SMCI) - 4.11% | MICROSOFT CORP (MSFT) - 4.57% |
| #8 | NAVER CORP (n/a) - 3.53% | VISA INC CLASS A (V) - 4.47% |
| #9 | MARVELL TECHNOLOGY INC (MRVL) - 3.32% | MASTERCARD INC CLASS A (MA) - 4.19% |
| #10 | GLOBAL UNICHIP CORP (n/a) - 3.24% | META PLATFORMS INC CLASS A (META) - 3.99% |
| #11 | n/a (PLTR) - 3.21% | BANK OF AMERICA CORP (BAC) - 3.83% |
| #12 | ORACLE CORP (ORCL) - 3.21% | AMAZON.COM INC (AMZN) - 3.72% |
| #13 | MICROSOFT CORP (MSFT) - 3.15% | COSTCO WHOLESALE CORP (COST) - 3.70% |
| #14 | ARISTA NETWORKS INC (ANET) - 3.03% | ABBVIE INC (ABBV) - 3.44% |
| #15 | SCHNEIDER ELECTRIC SE (n/a) - 2.66% | JOHNSON & JOHNSON (JNJ) - 3.14% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.56% | GE AEROSPACE (GE) - 3.10% |
| #17 | ADVANTEST CORP (n/a) - 2.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.02% |
| #18 | ALCHIP TECHNOLOGIES LTD (n/a) - 2.39% | NETFLIX INC (NFLX) - 2.87% |
| #19 | SK HYNIX INC (n/a) - 2.20% | PROCTER & GAMBLE CO (PG) - 2.76% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.15% | CATERPILLAR INC (CAT) - 2.64% |
| #21 | WESTERN DIGITAL CORP (WDC) - 2.09% | ELI LILLY AND CO (LLY) - 2.46% |
| #22 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.09% | CHEVRON CORP (CVX) - 2.26% |
| #23 | ACCENTURE PLC CLASS A (ACN) - 1.84% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.20% |
| #24 | CONSTELLATION ENERGY CORP (CEG) - 1.80% | TESLA INC (TSLA) - 2.08% |
| #25 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.49% | THE HOME DEPOT INC (HD) - 1.92% |
| Total Holdings | 64 | 27 |
ARTY vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARTY
+7.88%
USMC
+1.99%
3M
Winner
ARTY
+8.96%
USMC
+4.21%
6M
Winner
ARTY
+44.80%
USMC
+14.01%
1Y
Winner
ARTY
+79.73%
USMC
+19.25%
5Y(CAGR)
ARTY
+12.78%
Winner
USMC
+14.22%
10Y(CAGR)
Winner
ARTY
+15.96%
USMC
+15.14%
Max(CAGR)
Winner
ARTY
+15.96%
USMC
+15.14%
ARTY vs USMC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | ARTY | USMC |
|---|---|---|
| 2026 | +49.56% | +11.98% |
| 2025 | +29.45% | +15.84% |
| 2024 | +10.75% | +30.19% |
| 2023 | +35.02% | +31.46% |
| 2022 | -38.41% | -17.74% |
| 2021 | +6.59% | +27.40% |
| 2020 | +45.71% | +14.89% |
| 2019 | +33.74% | +28.26% |
| 2018 | -14.31% | -2.42% |
| 2017 | N/A | +5.48% |
ARTY vs USMC Drawdown Comparison
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current ARTY drawdown is -8.10%. The current USMC drawdown is -1.17%.
| Rank | ARTY | USMC |
|---|---|---|
| #1 | -54.49% Feb 16, 2021 - Oct 8, 2025 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -32.23% Feb 12, 2020 - Jun 5, 2020 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -24.26% Sep 26, 2018 - Apr 3, 2019 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -24.01% Jun 2, 2026 - Jul 29, 2026 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -18.81% Jan 28, 2026 - Apr 14, 2026 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -14.10% Oct 29, 2025 - Jan 16, 2026 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -13.00% Apr 23, 2019 - Nov 5, 2019 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -8.95% Sep 2, 2020 - Nov 4, 2020 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -7.96% May 11, 2026 - May 26, 2026 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -6.09% Jan 17, 2020 - Feb 12, 2020 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -5.05% Jun 8, 2020 - Jun 17, 2020 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -4.78% Oct 9, 2025 - Oct 27, 2025 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -4.58% Jul 25, 2018 - Aug 24, 2018 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -3.62% Apr 24, 2026 - May 1, 2026 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -3.51% Jan 26, 2021 - Feb 2, 2021 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between ARTY and USMC is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2017 - 2026)
ARTY vs USMC dividend yield comparison.
| Year | ARTY | USMC |
|---|---|---|
| 2026 | 0.06% | 0.38% |
| 2025 | 0.00% | 0.79% |
| 2024 | 0.50% | 1.04% |
| 2023 | 0.88% | 1.35% |
| 2022 | 0.75% | 1.78% |
| 2021 | 2.41% | 1.53% |
| 2020 | 0.53% | 1.55% |
| 2019 | 0.69% | 2.01% |
| 2018 | 0.34% | 2.28% |
| 2017 | 0.00% | 0.24% |
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