IYF vs ARTY
Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).
5-Year PerformanceIYF has outperformed ARTY, delivering a return of +12.2% compared to +9.9%
IYF vs ARTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYF
$3.90B
ARTY
$3.90B
Expense Ratio
Winner
IYF
0.38%
ARTY
0.47%
Max Drawdown
IYF
80.22%
Winner
ARTY
55.76%
Sharpe Ratio
IYF
0.48
Winner
ARTY
1.32
5Y Beta
Winner
IYF
0.82
ARTY
1.66
P/E Ratio
Winner
IYF
16.17
ARTY
51.59
Forward P/E
Winner
IYF
14.92
ARTY
22.07
PEG Ratio
IYF
N/A
ARTY
0.22
5Y Dividends CAGR
Winner
IYF
12.55%
ARTY
-31.91%
5Y EPS CAGR
IYF
10.69%
ARTY
N/A
Debt to Equity
Winner
IYF
57.28%
ARTY
70.72%
P/S Ratio
Winner
IYF
3.01
ARTY
5.68
P/B Ratio
Winner
IYF
2.10
ARTY
9.10
IYF vs ARTY - Holdings Comparison
IYF and ARTY have 1 common holdings. Overlap is -0.04%
IYF's top 25 holdings weight is 69.37%. ARTY's top 25 holdings weight is 77.57%.
| Rank | IYF | ARTY |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 11.04% | ADVANCED MICRO DEVICES INC (AMD) - 5.03% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.98% | n/a (n/a) - 4.97% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.66% | MICRON TECHNOLOGY INC (MU) - 4.97% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.20% | NVIDIA CORP (NVDA) - 4.45% |
| #5 | WELLS FARGO & CO (WFC) - 3.80% | BROADCOM INC (AVGO) - 4.29% |
| #6 | MORGAN STANLEY (MS) - 3.76% | MARVELL TECHNOLOGY INC (MRVL) - 4.28% |
| #7 | CITIGROUP INC (C) - 3.41% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.80% |
| #8 | CHARLES SCHWAB CORP (SCHW) - 2.54% | SK HYNIX INC (n/a) - 3.50% |
| #9 | BLACKROCK INC (BLK) - 2.40% | GLOBAL UNICHIP CORP (n/a) - 3.31% |
| #10 | PROGRESSIVE CORP (PGR) - 2.03% | SUPER MICRO COMPUTER INC (SMCI) - 3.10% |
| #11 | S&P GLOBAL INC (SPGI) - 1.99% | ORACLE CORP (ORCL) - 3.06% |
| #12 | CHUBB LTD (CB) - 1.87% | NAVER CORP (n/a) - 3.02% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.63% | WESTERN DIGITAL CORP (WDC) - 2.83% |
| #14 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.74% |
| #15 | U.S. BANCORP (USB) - 1.49% | ALCHIP TECHNOLOGIES LTD (n/a) - 2.72% |
| #16 | BLACKSTONE INC (BX) - 1.42% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.68% |
| #17 | CME GROUP INC CLASS A (CME) - 1.35% | MICROSOFT CORP (MSFT) - 2.53% |
| #18 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.34% | ARISTA NETWORKS INC (ANET) - 2.46% |
| #19 | MARSH (MRSH) - 1.32% | n/a (PLTR) - 2.42% |
| #20 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.19% | SCHNEIDER ELECTRIC SE (n/a) - 2.40% |
| #21 | AON PLC CLASS A (AON) - 1.15% | ADVANTEST CORP (n/a) - 2.34% |
| #22 | MOODYS CORP (MCO) - 1.14% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.75% |
| #23 | THE TRAVELERS COMPANIES INC (TRV) - 1.10% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.69% |
| #24 | KKR & CO INC ORDINARY SHARES (KKR) - 1.02% | BLOOM ENERGY CORP CLASS A (BE) - 1.66% |
| #25 | TRUIST FINANCIAL CORP (TFC) - 0.99% | CONSTELLATION ENERGY CORP (CEG) - 1.57% |
| Total Holdings | 146 | 72 |
IYF vs ARTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYF
+4.58%
ARTY
-9.79%
3M
Winner
IYF
+9.04%
ARTY
+7.52%
6M
IYF
+6.62%
Winner
ARTY
+27.99%
1Y
IYF
+10.11%
Winner
ARTY
+56.61%
5Y(CAGR)
Winner
IYF
+12.18%
ARTY
+9.88%
10Y(CAGR)
IYF
+13.57%
Winner
ARTY
+14.61%
Max(CAGR)
IYF
+6.13%
Winner
ARTY
+14.61%
IYF vs ARTY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYF | ARTY |
|---|---|---|
| 2026 | +4.22% | +34.52% |
| 2025 | +18.38% | +29.45% |
| 2024 | +30.95% | +10.75% |
| 2023 | +14.95% | +35.02% |
| 2022 | -12.21% | -38.41% |
| 2021 | +33.66% | +6.59% |
| 2020 | -1.55% | +45.71% |
| 2019 | +31.73% | +33.74% |
| 2018 | -9.17% | -14.31% |
| 2017 | +18.69% | N/A |
| 2016 | +19.25% | N/A |
| 2015 | -0.53% | N/A |
| 2014 | +14.81% | N/A |
| 2013 | +29.91% | N/A |
| 2012 | +23.10% | N/A |
| 2011 | -14.90% | N/A |
| 2010 | +10.48% | N/A |
| 2009 | +16.13% | N/A |
| 2008 | -49.28% | N/A |
| 2007 | -18.33% | N/A |
| 2006 | +16.82% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +27.24% | N/A |
| 2002 | -12.90% | N/A |
| 2001 | -3.55% | N/A |
| 2000 | -2.24% | N/A |
IYF vs ARTY Drawdown Comparison
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The current IYF drawdown is -0.37%. The current ARTY drawdown is -17.34%.
| Rank | IYF | ARTY |
|---|---|---|
| #1 | -79.08% Jun 4, 2007 - Dec 7, 2016 | -54.49% Feb 16, 2021 - Oct 8, 2025 |
| #2 | -42.57% Feb 14, 2020 - Feb 12, 2021 | -32.23% Feb 12, 2020 - Jun 5, 2020 |
| #3 | -33.32% May 26, 2000 - Nov 3, 2003 | -24.26% Sep 26, 2018 - Apr 3, 2019 |
| #4 | -25.05% Jan 12, 2022 - Jan 30, 2024 | -18.93% Jun 2, 2026 - Jul 17, 2026 |
| #5 | -19.88% Sep 20, 2018 - Apr 26, 2019 | -18.81% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -16.60% Feb 18, 2025 - Jun 24, 2025 | -14.10% Oct 29, 2025 - Jan 16, 2026 |
| #7 | -13.88% Jan 6, 2026 - Jul 6, 2026 | -13.00% Apr 23, 2019 - Nov 5, 2019 |
| #8 | -11.23% Mar 5, 2004 - Nov 11, 2004 | -8.95% Sep 2, 2020 - Nov 4, 2020 |
| #9 | -9.40% Jan 26, 2018 - Sep 20, 2018 | -7.96% May 11, 2026 - May 26, 2026 |
| #10 | -9.18% Dec 30, 2004 - Jul 12, 2005 | -6.09% Jan 17, 2020 - Feb 12, 2020 |
| #11 | -8.50% Nov 29, 2024 - Jan 30, 2025 | -5.05% Jun 8, 2020 - Jun 17, 2020 |
| #12 | -8.35% Feb 20, 2007 - Jun 1, 2007 | -4.78% Oct 9, 2025 - Oct 27, 2025 |
| #13 | -7.76% Jul 30, 2024 - Aug 23, 2024 | -4.58% Jul 25, 2018 - Aug 24, 2018 |
| #14 | -7.64% May 5, 2006 - Sep 13, 2006 | -3.62% Apr 24, 2026 - May 1, 2026 |
| #15 | -7.35% Nov 3, 2021 - Jan 7, 2022 | -3.51% Jan 26, 2021 - Feb 2, 2021 |
Correlation
Correlation between IYF and ARTY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2000 - 2026)
IYF vs ARTY dividend yield comparison.
| Year | IYF | ARTY |
|---|---|---|
| 2026 | 0.71% | 0.07% |
| 2025 | 1.32% | 0.00% |
| 2024 | 1.29% | 0.50% |
| 2023 | 1.67% | 0.88% |
| 2022 | 1.86% | 0.75% |
| 2021 | 1.27% | 2.41% |
| 2020 | 1.72% | 0.53% |
| 2019 | 1.65% | 0.69% |
| 2018 | 1.90% | 0.34% |
| 2017 | 1.46% | 0.00% |
| 2016 | 1.67% | 0.00% |
| 2015 | 1.66% | 0.00% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.33% | 0.00% |
| 2012 | 1.67% | 0.00% |
| 2011 | 1.68% | 0.00% |
| 2010 | 1.04% | 0.00% |
| 2009 | 1.71% | 0.00% |
| 2008 | 4.64% | 0.00% |
| 2007 | 2.75% | 0.00% |
| 2006 | 1.86% | 0.00% |
| 2005 | 2.03% | 0.00% |
| 2004 | 1.75% | 0.00% |
| 2003 | 1.66% | 0.00% |
| 2002 | 1.75% | 0.00% |
| 2001 | 1.29% | 0.00% |
| 2000 | 2.11% | 0.00% |
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