FENY vs ARTY

Comparison between FIDELITY MSCI ENERGY INDEX ETF (FENY, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).

5-Year PerformanceFENY has outperformed ARTY, delivering a return of +20.5% compared to +11.2%

FENY vs ARTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FENY(ETF)	ARTY(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	0.08%	0.47%
Max Drawdown	78.93%	55.76%
Sharpe Ratio	1.77	2.49
5Y Beta	0.60	1.55
P/E Ratio	16.90	62.29
Forward P/E	14.70	24.21
PEG Ratio	N/A	0.27
5Y Dividends CAGR	9.85%	8.09%
5Y EPS CAGR	22.53%	N/A
Debt to Equity	N/A	83.43%
P/S Ratio	1.52	7.22
P/B Ratio	2.43	10.52

Net Assets

FENY

$2B

Winner

ARTY

$2.10B

Expense Ratio

Winner

FENY

0.08%

ARTY

0.47%

Max Drawdown

FENY

78.93%

Winner

ARTY

55.76%

Sharpe Ratio

FENY

1.77

Winner

ARTY

2.49

5Y Beta

Winner

FENY

0.60

ARTY

1.55

P/E Ratio

Winner

FENY

16.90

ARTY

62.29

Forward P/E

Winner

FENY

14.70

ARTY

24.21

PEG Ratio

FENY

N/A

ARTY

0.27

5Y Dividends CAGR

Winner

FENY

9.85%

ARTY

8.09%

5Y EPS CAGR

FENY

22.53%

ARTY

N/A

Debt to Equity

FENY

N/A

ARTY

83.43%

P/S Ratio

Winner

FENY

1.52

ARTY

7.22

P/B Ratio

Winner

FENY

2.43

ARTY

10.52

FENY vs ARTY - Holdings Comparison

FENY and ARTY have 1 common holdings. Overlap is -0.03%

FENY's top 25 holdings weight is 85.21%. ARTY's top 25 holdings weight is 78.97%.

Rank	FENY	ARTY
#1	EXXON MOBIL CORP (XOM) - 21.10%	MARVELL TECHNOLOGY INC (MRVL) - 6.05%
#2	CHEVRON CORP (CVX) - 14.51%	ADVANCED MICRO DEVICES INC (AMD) - 5.86%
#3	CONOCOPHILLIPS (COP) - 6.19%	COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 5.33%
#4	WILLIAMS COMPANIES INC (WMB) - 3.56%	MICRON TECHNOLOGY INC (MU) - 4.79%
#5	SLB LTD (SLB) - 3.33%	n/a (n/a) - 4.56%
#6	VALERO ENERGY CORP (VLO) - 2.99%	NVIDIA CORP (NVDA) - 4.36%
#7	EOG RESOURCES INC (EOG) - 2.95%	BROADCOM INC (AVGO) - 4.34%
#8	MARATHON PETROLEUM CORP (MPC) - 2.83%	ORACLE CORP (ORCL) - 4.05%
#9	BAKER HUGHES CO CLASS A (BKR) - 2.68%	NAVER CORP (n/a) - 3.54%
#10	PHILLIPS 66 (PSX) - 2.67%	SK HYNIX INC (n/a) - 3.19%
#11	KINDER MORGAN INC CLASS P (KMI) - 2.55%	GLOBAL UNICHIP CORP (n/a) - 3.11%
#12	CHENIERE ENERGY INC (LNG) - 2.34%	SUPER MICRO COMPUTER INC (SMCI) - 2.71%
#13	ONEOK INC (OKE) - 2.27%	ALCHIP TECHNOLOGIES LTD (n/a) - 2.67%
#14	TARGA RESOURCES CORP (TRGP) - 2.15%	ARISTA NETWORKS INC (ANET) - 2.55%
#15	OCCIDENTAL PETROLEUM CORP (OXY) - 1.76%	ADVANTEST CORP (n/a) - 2.49%
#16	DIAMONDBACK ENERGY INC (FANG) - 1.52%	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.42%
#17	EQT CORP (EQT) - 1.50%	WESTERN DIGITAL CORP (WDC) - 2.38%
#18	HALLIBURTON CO (HAL) - 1.41%	SCHNEIDER ELECTRIC SE (n/a) - 2.30%
#19	TECHNIPFMC PLC (n/a) - 1.29%	MICROSOFT CORP (MSFT) - 2.18%
#20	DEVON ENERGY CORP (DVN) - 1.22%	n/a (PLTR) - 1.86%
#21	COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.08%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82%
#22	TEXAS PACIFIC LAND CORP (TPL) - 1.03%	CONSTELLATION ENERGY CORP (CEG) - 1.71%
#23	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.95%	ACCENTURE PLC CLASS A (ACN) - 1.63%
#24	OVINTIV INC (OVV) - 0.70%	ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.56%
#25	PERMIAN RESOURCES CORP CLASS A (PR) - 0.63%	BLOOM ENERGY CORP CLASS A (BE) - 1.51%
Total Holdings	101	73

FENY vs ARTY - Historical Returns

Returns include dividend reinvestment.

Period	FENY	ARTY
1 month	-3.86%	+34.37%
3 months	+5.37%	+32.19%
6 months	+27.28%	+41.93%
1 year	+42.75%	+98.78%
5 years(CAGR)	+20.51%	+11.22%
10 years(CAGR)	+9.48%	N/A
Max(CAGR)	+5.30%	+15.38%

FENY

-3.86%

Winner

ARTY

+34.37%

FENY

+5.37%

Winner

ARTY

+32.19%

FENY

+27.28%

Winner

ARTY

+41.93%

FENY

+42.75%

Winner

ARTY

+98.78%

5Y(CAGR)

Winner

FENY

+20.51%

ARTY

+11.22%

10Y(CAGR)

FENY

+9.48%

ARTY

N/A

Max(CAGR)

FENY

+5.30%

Winner

ARTY

+15.38%

FENY vs ARTY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FENY	ARTY
2026	+23.82%	+37.81%
2025	+5.86%	+29.45%
2024	+5.52%	+10.75%
2023	+4.14%	+35.02%
2022	+57.99%	-38.41%
2021	+55.08%	+6.59%
2020	-33.65%	+45.71%
2019	+6.75%	+33.74%
2018	-21.32%	-14.31%
2017	-3.58%	N/A
2016	+27.18%	N/A
2015	-23.35%	N/A
2014	-8.54%	N/A
2013	+3.69%	N/A

FENY vs ARTY Drawdown Comparison

The maximum drawdown for FENY was -74.36%, occurring on Mar 18, 2020. Recovery took 1969 trading sessions.

The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.

The current FENY drawdown is -10.46%.

Rank	FENY	ARTY
#1	-74.36% Jun 23, 2014 - Apr 18, 2022	-54.49% Feb 16, 2021 - Oct 8, 2025
#2	-26.59% Jun 7, 2022 - Nov 1, 2022	-32.23% Feb 12, 2020 - Jun 5, 2020
#3	-21.47% Nov 22, 2024 - Jan 5, 2026	-24.26% Sep 26, 2018 - Apr 3, 2019
#4	-18.50% Nov 15, 2022 - Sep 8, 2023	-18.81% Jan 28, 2026 - Apr 14, 2026
#5	-13.42% Apr 5, 2024 - Nov 20, 2024	-14.10% Oct 29, 2025 - Jan 16, 2026
#6	-13.04% Sep 14, 2023 - Mar 19, 2024	-13.00% Apr 23, 2019 - Nov 5, 2019
#7	-11.78% Mar 27, 2026 - Apr 17, 2026	-8.95% Sep 2, 2020 - Nov 4, 2020
#8	-9.43% Apr 18, 2022 - May 4, 2022	-6.09% Jan 17, 2020 - Feb 12, 2020
#9	-8.49% May 6, 2022 - May 17, 2022	-5.05% Jun 8, 2020 - Jun 17, 2020
#10	-8.04% Dec 31, 2013 - Mar 28, 2014	-4.78% Oct 9, 2025 - Oct 27, 2025
#11	-5.08% Nov 8, 2022 - Nov 15, 2022	-4.58% Jul 25, 2018 - Aug 24, 2018
#12	-3.60% Nov 22, 2013 - Dec 26, 2013	-3.62% Apr 24, 2026 - May 1, 2026
#13	-3.51% Jan 5, 2026 - Jan 13, 2026	-3.51% Jan 26, 2021 - Feb 2, 2021
#14	-2.96% May 17, 2022 - May 23, 2022	-3.04% Aug 29, 2018 - Sep 26, 2018
#15	-2.34% Mar 2, 2026 - Mar 12, 2026	-3.01% Nov 6, 2020 - Nov 16, 2020

Correlation

Correlation between FENY and ARTY is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2013 - 2026)

FENY vs ARTY dividend yield comparison.

Year	FENY	ARTY
2026	0.60%	0.00%
2025	3.18%	0.00%
2024	3.05%	0.50%
2023	3.33%	0.88%
2022	3.33%	0.75%
2021	3.69%	2.41%
2020	4.60%	0.53%
2019	6.43%	0.69%
2018	3.21%	0.34%
2017	2.94%	0.00%
2016	2.29%	0.00%
2015	3.05%	0.00%
2014	1.91%	0.00%
2013	0.32%	0.00%