AIS vs. IGV
Compare and contrast key facts about VistaShares Artificial Intelligence Supercycle ETF (AIS) and iShares Expanded Tech-Software Sector ET (IGV).
AIS and IGV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AIS is an actively managed fund by VistaShares. It was launched on Dec 3, 2024. IGV is a passively managed fund by iShares that tracks the performance of the S&P North American Technology-Software Index. It was launched on Jul 10, 2001.
Performance
AIS vs. IGV - Performance Comparison
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AIS vs. IGV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AIS VistaShares Artificial Intelligence Supercycle ETF | 10.96% | 58.35% | -4.92% |
IGV iShares Expanded Tech-Software Sector ET | -24.52% | 5.56% | -5.34% |
Returns By Period
In the year-to-date period, AIS achieves a 10.96% return, which is significantly higher than IGV's -24.52% return.
AIS
- 1D
- 5.94%
- 1M
- -8.03%
- YTD
- 10.96%
- 6M
- 19.31%
- 1Y
- 94.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IGV
- 1D
- -0.35%
- 1M
- -3.62%
- YTD
- -24.52%
- 6M
- -30.68%
- 1Y
- -11.68%
- 3Y*
- 9.39%
- 5Y*
- 2.68%
- 10Y*
- 14.78%
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AIS vs. IGV - Expense Ratio Comparison
AIS has a 0.75% expense ratio, which is higher than IGV's 0.46% expense ratio.
Return for Risk
AIS vs. IGV — Risk / Return Rank
AIS
IGV
AIS vs. IGV - 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-Software Sector ET (IGV). 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.
| AIS | IGV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.60 | -0.41 | +3.02 |
Sortino ratioReturn per unit of downside risk | 3.09 | -0.42 | +3.50 |
Omega ratioGain probability vs. loss probability | 1.43 | 0.95 | +0.49 |
Calmar ratioReturn relative to maximum drawdown | 4.94 | -0.30 | +5.24 |
Martin ratioReturn relative to average drawdown | 17.02 | -0.76 | +17.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIS | IGV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | -0.41 | +3.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.10 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.33 | +1.00 |
Correlation
The correlation between AIS and IGV is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AIS vs. IGV - Dividend Comparison
Neither AIS nor IGV has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IGV iShares Expanded Tech-Software Sector ET | 0.00% | 0.00% | 0.00% | 0.01% | 0.01% | 0.00% | 0.35% | 0.02% | 0.16% | 0.09% | 0.82% | 0.22% |
Drawdowns
AIS vs. IGV - Drawdown Comparison
The maximum AIS drawdown since its inception was -32.78%, smaller than the maximum IGV drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for AIS and IGV.
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Drawdown Indicators
| AIS | IGV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.78% | -63.45% | +30.67% |
Max Drawdown (1Y)Largest decline over 1 year | -18.75% | -34.72% | +15.97% |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.85% | — |
Current DrawdownCurrent decline from peak | -10.75% | -32.28% | +21.53% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -14.37% | +8.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 13.66% | -8.22% |
Volatility
AIS vs. IGV - Volatility Comparison
VistaShares Artificial Intelligence Supercycle ETF (AIS) has a higher volatility of 15.90% compared to iShares Expanded Tech-Software Sector ET (IGV) at 8.45%. This indicates that AIS's price experiences larger fluctuations and is considered to be riskier than IGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIS | IGV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.90% | 8.45% | +7.45% |
Volatility (6M)Calculated over the trailing 6-month period | 26.94% | 19.68% | +7.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.55% | 28.42% | +8.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.11% | 27.08% | +9.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.11% | 25.88% | +10.23% |