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AIS vs. IGM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AIS vs. IGM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VistaShares Artificial Intelligence Supercycle ETF (AIS) and iShares Expanded Tech Sector ETF (IGM). The values are adjusted to include any dividend payments, if applicable.

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AIS vs. IGM - Yearly Performance Comparison


2026 (YTD)20252024
AIS
VistaShares Artificial Intelligence Supercycle ETF
10.96%58.35%-4.92%
IGM
iShares Expanded Tech Sector ETF
-8.21%26.76%-0.99%

Returns By Period

In the year-to-date period, AIS achieves a 10.96% return, which is significantly higher than IGM's -8.21% return.


AIS

1D
5.94%
1M
-8.03%
YTD
10.96%
6M
19.31%
1Y
94.59%
3Y*
5Y*
10Y*

IGM

1D
4.59%
1M
-4.57%
YTD
-8.21%
6M
-5.83%
1Y
30.94%
3Y*
28.28%
5Y*
14.37%
10Y*
20.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AIS vs. IGM - Expense Ratio Comparison

AIS has a 0.75% expense ratio, which is higher than IGM's 0.46% expense ratio.


Return for Risk

AIS vs. IGM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIS
AIS Risk / Return Rank: 9595
Overall Rank
AIS Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
AIS Sortino Ratio Rank: 9595
Sortino Ratio Rank
AIS Omega Ratio Rank: 9393
Omega Ratio Rank
AIS Calmar Ratio Rank: 9797
Calmar Ratio Rank
AIS Martin Ratio Rank: 9696
Martin Ratio Rank

IGM
IGM Risk / Return Rank: 7171
Overall Rank
IGM Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
IGM Sortino Ratio Rank: 7474
Sortino Ratio Rank
IGM Omega Ratio Rank: 7171
Omega Ratio Rank
IGM Calmar Ratio Rank: 7676
Calmar Ratio Rank
IGM Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIS vs. IGM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VistaShares Artificial Intelligence Supercycle ETF (AIS) and iShares Expanded Tech Sector ETF (IGM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AISIGMDifference

Sharpe ratio

Return per unit of total volatility

2.60

1.16

+1.44

Sortino ratio

Return per unit of downside risk

3.09

1.77

+1.32

Omega ratio

Gain probability vs. loss probability

1.43

1.25

+0.19

Calmar ratio

Return relative to maximum drawdown

4.94

1.87

+3.07

Martin ratio

Return relative to average drawdown

17.02

6.36

+10.66

AIS vs. IGM - Sharpe Ratio Comparison

The current AIS Sharpe Ratio is 2.60, which is higher than the IGM Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of AIS and IGM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AISIGMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.60

1.16

+1.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

1.33

0.43

+0.91

Correlation

The correlation between AIS and IGM is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AIS vs. IGM - Dividend Comparison

AIS has not paid dividends to shareholders, while IGM's dividend yield for the trailing twelve months is around 0.18%.


TTM20252024202320222021202020192018201720162015
AIS
VistaShares Artificial Intelligence Supercycle ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IGM
iShares Expanded Tech Sector ETF
0.18%0.17%0.22%0.33%0.66%0.16%0.32%0.50%0.57%0.57%0.90%0.79%

Drawdowns

AIS vs. IGM - Drawdown Comparison

The maximum AIS drawdown since its inception was -32.78%, smaller than the maximum IGM drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for AIS and IGM.


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Drawdown Indicators


AISIGMDifference

Max Drawdown

Largest peak-to-trough decline

-32.78%

-65.59%

+32.81%

Max Drawdown (1Y)

Largest decline over 1 year

-18.75%

-16.44%

-2.31%

Max Drawdown (5Y)

Largest decline over 5 years

-40.68%

Max Drawdown (10Y)

Largest decline over 10 years

-40.68%

Current Drawdown

Current decline from peak

-10.75%

-12.61%

+1.86%

Average Drawdown

Average peak-to-trough decline

-5.96%

-15.32%

+9.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.44%

4.83%

+0.61%

Volatility

AIS vs. IGM - Volatility Comparison

VistaShares Artificial Intelligence Supercycle ETF (AIS) has a higher volatility of 15.90% compared to iShares Expanded Tech Sector ETF (IGM) at 8.30%. This indicates that AIS's price experiences larger fluctuations and is considered to be riskier than IGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AISIGMDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.90%

8.30%

+7.60%

Volatility (6M)

Calculated over the trailing 6-month period

26.94%

16.28%

+10.66%

Volatility (1Y)

Calculated over the trailing 1-year period

36.55%

26.68%

+9.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.11%

25.56%

+10.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.11%

24.41%

+11.70%