USCA vs ARTY

Comparison between XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).

USCA vs ARTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USCA(ETF)	ARTY(ETF)
Net Assets	$3.50B	$3.50B
Expense Ratio	0.07%	0.47%
Max Drawdown	19.36%	55.76%
Sharpe Ratio	0.90	1.62
5Y Beta	0.95	1.71
P/E Ratio	27.27	53.27
Forward P/E	22.62	22.39
PEG Ratio	N/A	0.26
5Y Dividends CAGR	N/A	-31.91%
5Y EPS CAGR	30.44%	N/A
Debt to Equity	54.74%	31.80%
P/S Ratio	4.35	5.52
P/B Ratio	6.69	9.39

Net Assets

USCA

$3.50B

ARTY

$3.50B

Expense Ratio

Winner

USCA

0.07%

ARTY

0.47%

Max Drawdown

Winner

USCA

19.36%

ARTY

55.76%

Sharpe Ratio

USCA

0.90

Winner

ARTY

1.62

5Y Beta

Winner

USCA

0.95

ARTY

1.71

P/E Ratio

Winner

USCA

27.27

ARTY

53.27

Forward P/E

USCA

22.62

Winner

ARTY

22.39

PEG Ratio

USCA

N/A

ARTY

0.26

5Y Dividends CAGR

USCA

N/A

ARTY

-31.91%

5Y EPS CAGR

USCA

30.44%

ARTY

N/A

Debt to Equity

USCA

54.74%

Winner

ARTY

31.80%

P/S Ratio

Winner

USCA

4.35

ARTY

5.52

P/B Ratio

Winner

USCA

6.69

ARTY

9.39

USCA vs ARTY - Holdings Comparison

USCA and ARTY have 16 common holdings. Overlap is 14.78%

USCA's top 25 holdings weight is 55.47%. ARTY's top 25 holdings weight is 78.12%.

Rank	USCA	ARTY
#1	NVIDIA CORP (NVDA) - 9.43%	NVIDIA CORP (NVDA) - 4.92%
#2	APPLE INC (AAPL) - 8.08%	BROADCOM INC (AVGO) - 4.71%
#3	MICROSOFT CORP (MSFT) - 6.33%	COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.65%
#4	AMAZON.COM INC (AMZN) - 4.71%	n/a (n/a) - 4.61%
#5	ALPHABET INC CLASS A (GOOGL) - 3.64%	ADVANCED MICRO DEVICES INC (AMD) - 4.38%
#6	BROADCOM INC (AVGO) - 3.41%	MICRON TECHNOLOGY INC (MU) - 4.27%
#7	ALPHABET INC CLASS C (GOOG) - 2.88%	SUPER MICRO COMPUTER INC (SMCI) - 4.11%
#8	META PLATFORMS INC CLASS A (META) - 2.31%	NAVER CORP (n/a) - 3.53%
#9	ELI LILLY AND CO (LLY) - 1.79%	MARVELL TECHNOLOGY INC (MRVL) - 3.32%
#10	TESLA INC (TSLA) - 1.68%	GLOBAL UNICHIP CORP (n/a) - 3.24%
#11	ADVANCED MICRO DEVICES INC (AMD) - 1.43%	n/a (PLTR) - 3.21%
#12	JPMORGAN CHASE & CO (JPM) - 1.34%	ORACLE CORP (ORCL) - 3.21%
#13	JOHNSON & JOHNSON (JNJ) - 1.14%	MICROSOFT CORP (MSFT) - 3.15%
#14	VISA INC CLASS A (V) - 1.10%	ARISTA NETWORKS INC (ANET) - 3.03%
#15	WALMART INC (WMT) - 0.93%	SCHNEIDER ELECTRIC SE (n/a) - 2.66%
#16	CISCO SYSTEMS INC (CSCO) - 0.89%	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.56%
#17	MASTERCARD INC CLASS A (MA) - 0.83%	ADVANTEST CORP (n/a) - 2.51%
#18	ABBVIE INC (ABBV) - 0.80%	ALCHIP TECHNOLOGIES LTD (n/a) - 2.39%
#19	n/a (PLTR) - 0.68%	SK HYNIX INC (n/a) - 2.20%
#20	UNITEDHEALTH GROUP INC (UNH) - 0.67%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.15%
#21	WELLTOWER INC (WELL) - 0.29%	WESTERN DIGITAL CORP (WDC) - 2.09%
#22	SALESFORCE INC (CRM) - 0.29%	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.09%
#23	PFIZER INC (PFE) - 0.28%	ACCENTURE PLC CLASS A (ACN) - 1.84%
#24	DEERE & CO (DE) - 0.27%	CONSTELLATION ENERGY CORP (CEG) - 1.80%
#25	n/a (n/a) - 0.27%	ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.49%
Total Holdings	370	64

USCA vs ARTY - Historical Returns

Returns include dividend reinvestment.

Period	USCA	ARTY
1 month	+2.61%	+7.88%
3 months	+3.88%	+8.96%
6 months	+11.13%	+44.80%
1 year	+16.18%	+79.73%
5 years(CAGR)	N/A	+12.78%
10 years(CAGR)	N/A	+15.96%
Max(CAGR)	+20.95%	+15.96%

USCA

+2.61%

Winner

ARTY

+7.88%

USCA

+3.88%

Winner

ARTY

+8.96%

USCA

+11.13%

Winner

ARTY

+44.80%

USCA

+16.18%

Winner

ARTY

+79.73%

5Y(CAGR)

USCA

N/A

ARTY

+12.78%

10Y(CAGR)

USCA

N/A

ARTY

+15.96%

Max(CAGR)

Winner

USCA

+20.95%

ARTY

+15.96%

USCA vs ARTY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	USCA	ARTY
2026	+9.62%	+49.56%
2025	+14.76%	+29.45%
2024	+27.94%	+10.75%
2023	+19.93%	+35.02%
2022	N/A	-38.41%
2021	N/A	+6.59%
2020	N/A	+45.71%
2019	N/A	+33.74%
2018	N/A	-14.31%

USCA vs ARTY Drawdown Comparison

The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

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

The current USCA drawdown is -1.46%. The current ARTY drawdown is -8.10%.

Rank	USCA	ARTY
#1	-19.14% Feb 19, 2025 - Jun 30, 2025	-54.49% Feb 16, 2021 - Oct 8, 2025
#2	-10.25% Jan 12, 2026 - Apr 17, 2026	-32.23% Feb 12, 2020 - Jun 5, 2020
#3	-9.97% Jul 31, 2023 - Nov 22, 2023	-24.26% Sep 26, 2018 - Apr 3, 2019
#4	-8.66% Jul 16, 2024 - Sep 19, 2024	-24.01% Jun 2, 2026 - Jul 29, 2026
#5	-5.56% Oct 28, 2025 - Dec 24, 2025	-18.81% Jan 28, 2026 - Apr 14, 2026
#6	-5.48% Mar 28, 2024 - May 15, 2024	-14.10% Oct 29, 2025 - Jan 16, 2026
#7	-4.85% Jun 2, 2026 - Aug 3, 2026	-13.00% Apr 23, 2019 - Nov 5, 2019
#8	-4.69% Dec 11, 2024 - Jan 30, 2025	-8.95% Sep 2, 2020 - Nov 4, 2020
#9	-2.65% Apr 19, 2023 - Apr 28, 2023	-7.96% May 11, 2026 - May 26, 2026
#10	-2.56% Oct 8, 2025 - Oct 24, 2025	-6.09% Jan 17, 2020 - Feb 12, 2020
#11	-2.45% Jun 15, 2023 - Jun 30, 2023	-5.05% Jun 8, 2020 - Jun 17, 2020
#12	-2.42% Jul 25, 2025 - Aug 13, 2025	-4.78% Oct 9, 2025 - Oct 27, 2025
#13	-2.38% May 1, 2023 - May 17, 2023	-4.58% Jul 25, 2018 - Aug 24, 2018
#14	-2.30% Oct 18, 2024 - Nov 6, 2024	-3.62% Apr 24, 2026 - May 1, 2026
#15	-2.17% Nov 11, 2024 - Nov 26, 2024	-3.51% Jan 26, 2021 - Feb 2, 2021