PHO vs ARTY
Comparison between INVESCO WATER RESOURCES ETF (PHO, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).
5-Year PerformanceARTY has outperformed PHO, delivering a return of +11.2% compared to +5.4%
PHO vs ARTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHO
$2B
Winner
ARTY
$2.10B
Expense Ratio
PHO
0.59%
Winner
ARTY
0.47%
Max Drawdown
PHO
55.80%
Winner
ARTY
55.76%
Sharpe Ratio
PHO
0.10
Winner
ARTY
2.49
5Y Beta
Winner
PHO
0.75
ARTY
1.55
P/E Ratio
Winner
PHO
25.22
ARTY
62.29
Forward P/E
Winner
PHO
19.55
ARTY
24.21
PEG Ratio
PHO
1.12
Winner
ARTY
0.27
5Y Dividends CAGR
Winner
PHO
18.44%
ARTY
8.09%
5Y EPS CAGR
PHO
14.32%
ARTY
N/A
Debt to Equity
Winner
PHO
45.92%
ARTY
83.43%
P/S Ratio
Winner
PHO
2.56
ARTY
7.22
P/B Ratio
Winner
PHO
3.60
ARTY
10.52
PHO vs ARTY - Holdings Comparison
PHO and ARTY have 1 common holdings. Overlap is -0.03%
PHO's top 25 holdings weight is 95.18%. ARTY's top 25 holdings weight is 78.97%.
| Rank | PHO | ARTY |
|---|---|---|
| #1 | ROPER TECHNOLOGIES INC (ROP) - 8.58% | MARVELL TECHNOLOGY INC (MRVL) - 6.05% |
| #2 | FERGUSON ENTERPRISES INC (FERG) - 8.39% | ADVANCED MICRO DEVICES INC (AMD) - 5.86% |
| #3 | WATERS CORP (WAT) - 7.98% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 5.33% |
| #4 | ECOLAB INC (ECL) - 7.34% | MICRON TECHNOLOGY INC (MU) - 4.79% |
| #5 | AMERICAN WATER WORKS CO INC (AWK) - 7.20% | n/a (n/a) - 4.56% |
| #6 | MUELLER INDUSTRIES INC (MLI) - 4.39% | NVIDIA CORP (NVDA) - 4.36% |
| #7 | IDEX CORP (IEX) - 4.16% | BROADCOM INC (AVGO) - 4.34% |
| #8 | CORE & MAIN INC CLASS A (CNM) - 3.87% | ORACLE CORP (ORCL) - 4.05% |
| #9 | XYLEM INC (XYL) - 3.86% | NAVER CORP (n/a) - 3.54% |
| #10 | VERALTO CORP (VLTO) - 3.72% | SK HYNIX INC (n/a) - 3.19% |
| #11 | PENTAIR PLC (PNR) - 3.54% | GLOBAL UNICHIP CORP (n/a) - 3.11% |
| #12 | AECOM (ACM) - 3.51% | SUPER MICRO COMPUTER INC (SMCI) - 2.71% |
| #13 | ESSENTIAL UTILITIES INC (WTRG) - 3.48% | ALCHIP TECHNOLOGIES LTD (n/a) - 2.67% |
| #14 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.26% | ARISTA NETWORKS INC (ANET) - 2.55% |
| #15 | TETRA TECH INC (TTEK) - 3.13% | ADVANTEST CORP (n/a) - 2.49% |
| #16 | A.O. SMITH CORP (AOS) - 2.95% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.42% |
| #17 | ITRON INC (ITRI) - 2.81% | WESTERN DIGITAL CORP (WDC) - 2.38% |
| #18 | VALMONT INDUSTRIES INC (VMI) - 2.54% | SCHNEIDER ELECTRIC SE (n/a) - 2.30% |
| #19 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.91% | MICROSOFT CORP (MSFT) - 2.18% |
| #20 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.79% | n/a (PLTR) - 1.86% |
| #21 | BADGER METER INC (BMI) - 1.75% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82% |
| #22 | FRANKLIN ELECTRIC CO INC (FELE) - 1.37% | CONSTELLATION ENERGY CORP (CEG) - 1.71% |
| #23 | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 1.33% | ACCENTURE PLC CLASS A (ACN) - 1.63% |
| #24 | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 1.18% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.56% |
| #25 | STANTEC INC (STN) - 1.14% | BLOOM ENERGY CORP CLASS A (BE) - 1.51% |
| Total Holdings | 38 | 73 |
PHO vs ARTY - Historical Returns
Returns include dividend reinvestment.
1M
PHO
-2.32%
Winner
ARTY
+34.37%
3M
PHO
-7.50%
Winner
ARTY
+32.19%
6M
PHO
-5.88%
Winner
ARTY
+41.93%
1Y
PHO
+1.88%
Winner
ARTY
+98.78%
5Y(CAGR)
PHO
+5.40%
Winner
ARTY
+11.22%
10Y(CAGR)
PHO
+12.09%
ARTY
N/A
Max(CAGR)
PHO
+8.09%
Winner
ARTY
+15.38%
PHO vs ARTY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PHO | ARTY |
|---|---|---|
| 2026 | -4.38% | +37.81% |
| 2025 | +8.35% | +29.45% |
| 2024 | +9.45% | +10.75% |
| 2023 | +18.88% | +35.02% |
| 2022 | -13.39% | -38.41% |
| 2021 | +33.29% | +6.59% |
| 2020 | +20.69% | +45.71% |
| 2019 | +38.21% | +33.74% |
| 2018 | -6.42% | -14.31% |
| 2017 | +22.55% | N/A |
| 2016 | +15.29% | N/A |
| 2015 | -15.22% | N/A |
| 2014 | +0.50% | N/A |
| 2013 | +23.97% | N/A |
| 2012 | +21.89% | N/A |
| 2011 | -11.75% | N/A |
| 2010 | +10.95% | N/A |
| 2009 | +13.91% | N/A |
| 2008 | -31.50% | N/A |
| 2007 | +17.56% | N/A |
| 2006 | +20.64% | N/A |
| 2005 | -1.72% | N/A |
PHO vs ARTY Drawdown Comparison
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The current PHO drawdown is -9.07%.
| Rank | PHO | ARTY |
|---|---|---|
| #1 | -55.62% Jun 5, 2008 - Jan 29, 2013 | -54.49% Feb 16, 2021 - Oct 8, 2025 |
| #2 | -34.92% Feb 14, 2020 - Oct 7, 2020 | -32.23% Feb 12, 2020 - Jun 5, 2020 |
| #3 | -29.70% Jun 20, 2014 - Apr 25, 2017 | -24.26% Sep 26, 2018 - Apr 3, 2019 |
| #4 | -28.60% Dec 31, 2021 - Dec 19, 2023 | -18.81% Jan 28, 2026 - Apr 14, 2026 |
| #5 | -19.38% Oct 10, 2007 - May 30, 2008 | -14.10% Oct 29, 2025 - Jan 16, 2026 |
| #6 | -19.19% Dec 3, 2024 - Aug 12, 2025 | -13.00% Apr 23, 2019 - Nov 5, 2019 |
| #7 | -18.31% May 9, 2006 - Jan 31, 2007 | -8.95% Sep 2, 2020 - Nov 4, 2020 |
| #8 | -17.89% Sep 20, 2018 - Feb 13, 2019 | -6.09% Jan 17, 2020 - Feb 12, 2020 |
| #9 | -11.98% Oct 21, 2025 - Mar 27, 2026 | -5.05% Jun 8, 2020 - Jun 17, 2020 |
| #10 | -10.10% Jul 19, 2007 - Sep 19, 2007 | -4.78% Oct 9, 2025 - Oct 27, 2025 |
| #11 | -9.51% Jan 26, 2018 - Aug 6, 2018 | -4.58% Jul 25, 2018 - Aug 24, 2018 |
| #12 | -8.59% May 21, 2013 - Jul 15, 2013 | -3.62% Apr 24, 2026 - May 1, 2026 |
| #13 | -8.20% Sep 2, 2021 - Nov 12, 2021 | -3.51% Jan 26, 2021 - Feb 2, 2021 |
| #14 | -7.90% Feb 23, 2007 - Apr 20, 2007 | -3.04% Aug 29, 2018 - Sep 26, 2018 |
| #15 | -7.80% Mar 20, 2013 - May 17, 2013 | -3.01% Nov 6, 2020 - Nov 16, 2020 |
Correlation
Correlation between PHO and ARTY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2005 - 2026)
PHO vs ARTY dividend yield comparison.
| Year | PHO | ARTY |
|---|---|---|
| 2026 | 0.15% | 0.00% |
| 2025 | 0.54% | 0.00% |
| 2024 | 0.45% | 0.50% |
| 2023 | 0.59% | 0.88% |
| 2022 | 0.49% | 0.75% |
| 2021 | 0.20% | 2.41% |
| 2020 | 0.39% | 0.53% |
| 2019 | 0.43% | 0.69% |
| 2018 | 0.46% | 0.34% |
| 2017 | 0.34% | 0.00% |
| 2016 | 0.47% | 0.00% |
| 2015 | 0.75% | 0.00% |
| 2014 | 0.59% | 0.00% |
| 2013 | 0.49% | 0.00% |
| 2012 | 0.87% | 0.00% |
| 2011 | 0.64% | 0.00% |
| 2010 | 0.54% | 0.00% |
| 2009 | 0.69% | 0.00% |
| 2008 | 0.55% | 0.00% |
| 2007 | 0.40% | 0.00% |
| 2006 | 0.82% | 0.00% |
| 2005 | 0.22% | 0.00% |
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