ARTY vs. AIFD

Last updated Aug 2, 2026

ARTY (iShares Future AI & Tech ETF) and AIFD (TCW Artificial Intelligence ETF) are both Artificial Intelligence funds. ARTY is passively managed, while AIFD is actively managed. Over the past year, ARTY returned 57.81% vs 55.82% for AIFD. Their correlation of 0.90 means they have usually moved in the same direction. ARTY charges 0.47%/yr vs 0.75%/yr for AIFD.

Performance

ARTY vs. AIFD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Future AI & Tech ETF (ARTY) and TCW Artificial Intelligence ETF (AIFD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ARTY achieves a 38.42% return, which is significantly higher than AIFD's 30.44% return.

ARTY

• 1D: 0.60%
• 1M: -6.25%
• 6M: 29.47%
• YTD: 38.42%
• 1Y: 57.81%
• 3Y*: 25.12%
• 5Y*: 9.92%
• 10Y*: —
• ALL TIME*: 14.64%

AIFD

• 1D: 1.48%
• 1M: -5.02%
• 6M: 27.69%
• YTD: 30.44%
• 1Y: 55.82%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 34.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AIFD TCW Artificial Intelligence ETF	$710.64K	$728.72K	$1.19M
ARTY iShares Future AI & Tech ETF	$36.04M	$40.00M	$59.74M

ARTY vs. AIFD - Yearly Performance Comparison

	2026 (YTD)	2025	2024
ARTY iShares Future AI & Tech ETF	38.42%	29.97%	11.88%
AIFD TCW Artificial Intelligence ETF	30.44%	28.30%	15.22%

Correlation

The correlation between ARTY and AIFD is 0.91, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.91
Correlation (All Time) Calculated using the full available price history since May 6, 2024	0.90

The correlation between ARTY and AIFD has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.

ARTY vs. AIFD - Sectors Allocation Comparison

Sectors	ARTY	AIFD
Technology	87.8%	73.7%
Industrials	5.3%	10.0%
Communication Services	3.0%	7.0%
Utilities	1.6%	-
Real Estate	1.4%	-
Healthcare	0.9%	-
Financial Services	0.7%	-
Basic Materials	-	-
Consumer Cyclical	-	5.2%
Consumer Defensive	-	-
Energy	-	-

Return for Risk

ARTY vs. AIFD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ARTY

ARTY Risk / Return Rank: 60
ARTY Sharpe Ratio Rank: 62
ARTY Sortino Ratio Rank: 56
ARTY Omega Ratio Rank: 57
ARTY Calmar Ratio Rank: 65
ARTY Martin Ratio Rank: 61

AIFD

AIFD Risk / Return Rank: 73
AIFD Sharpe Ratio Rank: 76
AIFD Sortino Ratio Rank: 69
AIFD Omega Ratio Rank: 67
AIFD Calmar Ratio Rank: 74
AIFD Martin Ratio Rank: 81

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ARTY vs. AIFD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and TCW Artificial Intelligence ETF (AIFD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ARTY	AIFD	Difference
Sharpe ratio: Return per unit of total volatility	1.44	1.73	-0.29
Sortino ratio: Return per unit of downside risk	1.93	2.24	-0.31
Omega ratio: Gain probability vs. loss probability	1.25	1.28	-0.04
Calmar ratio: Return relative to maximum drawdown	2.24	2.60	-0.36
Martin ratio: Return relative to average drawdown	7.25	10.64	-3.39

ARTY vs. AIFD - Sharpe Ratio Comparison

The current ARTY Sharpe Ratio is 1.44, which is comparable to the AIFD Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of ARTY and AIFD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ARTY vs. AIFD - Drawdown Comparison

The maximum ARTY drawdown since its inception was -54.50%, which is greater than AIFD's maximum drawdown of -33.20%. Use the drawdown chart below to compare losses from any high point for ARTY and AIFD.

Drawdown Indicators

	ARTY	AIFD	Difference
Max Drawdown Largest peak-to-trough decline	-54.50%	-33.20%	-21.30%
Max Drawdown (1Y) Largest decline over 1 year	-24.00%	-20.22%	-3.78%
Max Drawdown (3Y) Largest decline over 3 years	-32.44%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-50.53%	—	—
Current Drawdown Current decline from peak	-17.41%	-14.44%	-2.97%
Average Drawdown Average peak-to-trough decline	-19.68%	-5.98%	-13.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.42%	4.93%	+2.49%

Volatility

ARTY vs. AIFD - Volatility Comparison

iShares Future AI & Tech ETF (ARTY) has a higher volatility of 14.17% compared to TCW Artificial Intelligence ETF (AIFD) at 11.69%. This indicates that ARTY's price experiences larger fluctuations and is considered to be riskier than AIFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARTY	AIFD	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.17%	11.69%	+2.48%
Volatility (6M) Calculated over the trailing 6-month period	33.16%	25.06%	+8.10%
Volatility (1Y) Calculated over the trailing 1-year period	37.34%	30.35%	+6.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.29%	30.57%	-0.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.64%	30.57%	-1.93%

ARTY vs. AIFD - Expense Ratio Comparison

ARTY has a 0.47% expense ratio, which is lower than AIFD's 0.75% expense ratio.

Dividends

ARTY vs. AIFD - Dividend Comparison

ARTY's dividend yield for the trailing twelve months is around 0.07%, while AIFD has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AIFD TCW Artificial Intelligence ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ARTY iShares Future AI & Tech ETF	0.07%	0.00%	0.50%	0.88%	0.75%	2.41%	0.53%	0.69%	0.34%

Frequently Asked Questions

Can I hold both ARTY and AIFD in my portfolio?

With a correlation of 0.91, ARTY and AIFD move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, ARTY or AIFD?

ARTY has higher volatility (14.17%) compared to AIFD (11.69%). In terms of maximum drawdown, ARTY dropped -54.50% vs AIFD's -33.20%.

Which ETF is better, ARTY or AIFD?

On 1-year performance, ARTY leads with 57.81% vs 55.82% for AIFD. On fees, ARTY is cheaper at 0.47% per year. On volatility, AIFD has been the lower-risk option at 11.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ARTY or AIFD?

Over the 1-year period, ARTY has performed better with a 57.81% return vs 55.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ARTY or AIFD?

ARTY is cheaper with a 0.47% expense ratio, compared with 0.75% for AIFD.

Which ETF pays a higher dividend yield, ARTY or AIFD?

ARTY has the higher dividend yield at 0.07%, compared with 0.00% for AIFD.

What is the main difference between ARTY and AIFD?

They also come from different issuers: iShares and TCW. Their fees differ too: 0.47% for ARTY and 0.75% for AIFD.

Which has better risk-adjusted returns?

AIFD currently has the higher Sharpe Ratio (1.73 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.