IXJ vs ARTY
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).
5-Year PerformanceARTY has outperformed IXJ, delivering a return of +13.6% compared to +3.9%
IXJ vs ARTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$3.70B
ARTY
$3.70B
Expense Ratio
Winner
IXJ
0.40%
ARTY
0.47%
Max Drawdown
Winner
IXJ
42.81%
ARTY
55.76%
Sharpe Ratio
IXJ
0.52
Winner
ARTY
2.19
5Y Beta
Winner
IXJ
0.47
ARTY
1.63
P/E Ratio
Winner
IXJ
28.14
ARTY
65.68
Forward P/E
Winner
IXJ
17.90
ARTY
26.74
PEG Ratio
IXJ
N/A
ARTY
0.37
5Y Dividends CAGR
Winner
IXJ
7.94%
ARTY
-31.91%
5Y EPS CAGR
IXJ
12.48%
ARTY
N/A
Debt to Equity
Winner
IXJ
52.01%
ARTY
66.02%
IXJ vs ARTY - Holdings Comparison
IXJ and ARTY have 1 common holdings. Overlap is -0.19%
IXJ's top 25 holdings weight is 71.34%. ARTY's top 25 holdings weight is 80.19%.
| Rank | IXJ | ARTY |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 11.21% | MARVELL TECHNOLOGY INC (MRVL) - 8.65% |
| #2 | JOHNSON & JOHNSON (JNJ) - 7.04% | MICRON TECHNOLOGY INC (MU) - 7.30% |
| #3 | ABBVIE INC (ABBV) - 4.92% | ADVANCED MICRO DEVICES INC (AMD) - 7.10% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 4.60% | SK HYNIX INC (n/a) - 4.37% |
| #5 | MERCK & CO INC (MRK) - 3.82% | ORACLE CORP (ORCL) - 4.22% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.79% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.08% |
| #7 | ASTRAZENECA PLC (AZN:XLON) - 3.75% | n/a (n/a) - 4.01% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.68% | NVIDIA CORP (NVDA) - 3.61% |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.48% | BROADCOM INC (AVGO) - 3.46% |
| #10 | AMGEN INC (AMGN) - 2.37% | NAVER CORP (n/a) - 3.23% |
| #11 | GILEAD SCIENCES INC (GILD) - 2.18% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.97% |
| #12 | ABBOTT LABORATORIES (ABT) - 2.04% | GLOBAL UNICHIP CORP (n/a) - 2.81% |
| #13 | INTUITIVE SURGICAL INC (ISRG) - 1.96% | WESTERN DIGITAL CORP (WDC) - 2.61% |
| #14 | PFIZER INC (PFE) - 1.95% | SUPER MICRO COMPUTER INC (SMCI) - 2.55% |
| #15 | NOVO NORDISK AS CLASS B (n/a) - 1.89% | ALCHIP TECHNOLOGIES LTD (n/a) - 2.28% |
| #16 | CVS HEALTH CORP (CVS) - 1.54% | ARISTA NETWORKS INC (ANET) - 2.01% |
| #17 | DANAHER CORP (DHR) - 1.51% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.95% |
| #18 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.50% | SCHNEIDER ELECTRIC SE (n/a) - 1.90% |
| #19 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.49% | MICROSOFT CORP (MSFT) - 1.83% |
| #20 | STRYKER CORP (SYK) - 1.38% | ADVANTEST CORP (n/a) - 1.77% |
| #21 | GSK PLC (n/a) - 1.35% | ASTERA LABS INC (ALAB) - 1.71% |
| #22 | MEDTRONIC PLC (MDT) - 1.27% | n/a (PLTR) - 1.51% |
| #23 | SANOFI SA (n/a) - 1.23% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.50% |
| #24 | MCKESSON CORP (MCK) - 1.20% | ACCENTURE PLC CLASS A (ACN) - 1.41% |
| #25 | ELEVANCE HEALTH INC (ELV) - 1.19% | BLOOM ENERGY CORP CLASS A (BE) - 1.35% |
| Total Holdings | 127 | 73 |
IXJ vs ARTY - Historical Returns
Returns include dividend reinvestment.
1M
IXJ
-0.55%
Winner
ARTY
+15.53%
3M
IXJ
+2.82%
Winner
ARTY
+61.88%
6M
IXJ
-3.06%
Winner
ARTY
+64.93%
1Y
IXJ
+12.09%
Winner
ARTY
+106.08%
5Y(CAGR)
IXJ
+3.89%
Winner
ARTY
+13.64%
10Y(CAGR)
IXJ
+8.15%
ARTY
N/A
Max(CAGR)
IXJ
+7.10%
Winner
ARTY
+17.31%
IXJ vs ARTY - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | ARTY |
|---|---|---|
| 2026 | -3.50% | +60.15% |
| 2025 | +14.95% | +29.45% |
| 2024 | -0.69% | +10.75% |
| 2023 | +3.59% | +35.02% |
| 2022 | -3.93% | -38.41% |
| 2021 | +19.74% | +6.59% |
| 2020 | +12.39% | +45.71% |
| 2019 | +24.67% | +33.74% |
| 2018 | +1.74% | -14.31% |
| 2017 | +19.02% | N/A |
| 2016 | -4.37% | N/A |
| 2015 | +5.69% | N/A |
| 2014 | +18.07% | N/A |
| 2013 | +33.83% | N/A |
| 2012 | +15.83% | N/A |
| 2011 | +9.85% | N/A |
| 2010 | +0.65% | N/A |
| 2009 | +16.29% | N/A |
| 2008 | -19.96% | N/A |
| 2007 | +2.96% | N/A |
| 2006 | +8.49% | N/A |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs ARTY Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The current IXJ drawdown is -7.27%. The current ARTY drawdown is -1.59%.
| Rank | IXJ | ARTY |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -54.49% Feb 16, 2021 - Oct 8, 2025 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -32.23% Feb 12, 2020 - Jun 5, 2020 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -24.26% Sep 26, 2018 - Apr 3, 2019 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -18.81% Jan 28, 2026 - Apr 14, 2026 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -15.07% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -14.10% Oct 29, 2025 - Jan 16, 2026 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -13.00% Apr 23, 2019 - Nov 5, 2019 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -8.95% Sep 2, 2020 - Nov 4, 2020 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -7.96% May 11, 2026 - May 26, 2026 |
| #10 | -10.78% Feb 27, 2026 - Apr 29, 2026 | -6.09% Jan 17, 2020 - Feb 12, 2020 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -5.05% Jun 8, 2020 - Jun 17, 2020 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -4.78% Oct 9, 2025 - Oct 27, 2025 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -4.58% Jul 25, 2018 - Aug 24, 2018 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -3.62% Apr 24, 2026 - May 1, 2026 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -3.51% Jan 26, 2021 - Feb 2, 2021 |
Correlation
Correlation between IXJ and ARTY is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2001 - 2026)
IXJ vs ARTY dividend yield comparison.
| Year | IXJ | ARTY |
|---|---|---|
| 2026 | 0.91% | 0.05% |
| 2025 | 1.40% | 0.00% |
| 2024 | 1.50% | 0.50% |
| 2023 | 1.38% | 0.88% |
| 2022 | 1.17% | 0.75% |
| 2021 | 1.12% | 2.41% |
| 2020 | 1.27% | 0.53% |
| 2019 | 1.42% | 0.69% |
| 2018 | 2.11% | 0.34% |
| 2017 | 1.46% | 0.00% |
| 2016 | 1.73% | 0.00% |
| 2015 | 2.85% | 0.00% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.51% | 0.00% |
| 2012 | 2.28% | 0.00% |
| 2011 | 2.17% | 0.00% |
| 2010 | 2.20% | 0.00% |
| 2009 | 1.97% | 0.00% |
| 2008 | 2.25% | 0.00% |
| 2007 | 1.72% | 0.00% |
| 2006 | 0.85% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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