ARTY vs. AIPO

Last updated Aug 2, 2026

ARTY (iShares Future AI & Tech ETF) and AIPO (Defiance AI & Power Infrastructure ETF) are both Artificial Intelligence funds - ARTY tracks the Morningstar Global Artificial Intelligence Select Index (Net) while AIPO tracks the MarketVector™ US Listed AI and Power Infrastructure Index. Both are passively managed. Over the past year, ARTY returned 57.81% vs 42.03% for AIPO. Their correlation of 0.84 means they have usually moved in the same direction. ARTY charges 0.47%/yr vs 0.69%/yr for AIPO.

Performance

ARTY vs. AIPO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Future AI & Tech ETF (ARTY) and Defiance AI & Power Infrastructure ETF (AIPO). 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 AIPO's 29.43% 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%

AIPO

• 1D: 0.63%
• 1M: -7.73%
• 6M: 16.62%
• YTD: 29.43%
• 1Y: 42.03%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 40.92%

*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)
AIPO Defiance AI & Power Infrastructure ETF	$40.86M	$38.41M	$47.30M
ARTY iShares Future AI & Tech ETF	$36.04M	$40.00M	$59.74M

ARTY vs. AIPO - Yearly Performance Comparison

	2026 (YTD)	2025
ARTY iShares Future AI & Tech ETF	38.42%	13.05%
AIPO Defiance AI & Power Infrastructure ETF	29.43%	9.46%

Correlation

The correlation between ARTY and AIPO is 0.84, 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.	0.84
Correlation (All Time) Calculated using the full available price history since Jul 25, 2025	0.84

The correlation between ARTY and AIPO has been stable across timeframes, ranging from 0.84 to 0.84 - a consistent structural relationship.

ARTY vs. AIPO - Sectors Allocation Comparison

Sectors	ARTY	AIPO
Technology	87.8%	15.7%
Industrials	5.3%	58.0%
Communication Services	3.0%	0.5%
Utilities	1.6%	15.3%
Real Estate	1.4%	0.9%
Healthcare	0.9%	-
Financial Services	0.7%	2.9%
Basic Materials	-	-
Consumer Cyclical	-	0.7%
Consumer Defensive	-	-
Energy	-	6.8%

Return for Risk

ARTY vs. AIPO — 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

AIPO

AIPO Risk / Return Rank: 43
AIPO Sharpe Ratio Rank: 42
AIPO Sortino Ratio Rank: 42
AIPO Omega Ratio Rank: 41
AIPO Calmar Ratio Rank: 45
AIPO Martin Ratio Rank: 47

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. AIPO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and Defiance AI & Power Infrastructure ETF (AIPO). 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	AIPO	Difference
Sharpe ratio: Return per unit of total volatility	1.44	1.05	+0.39
Sortino ratio: Return per unit of downside risk	1.93	1.53	+0.40
Omega ratio: Gain probability vs. loss probability	1.25	1.19	+0.05
Calmar ratio: Return relative to maximum drawdown	2.24	1.61	+0.63
Martin ratio: Return relative to average drawdown	7.25	5.40	+1.85

ARTY vs. AIPO - Sharpe Ratio Comparison

The current ARTY Sharpe Ratio is 1.44, which is higher than the AIPO Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of ARTY and AIPO, 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. AIPO - Drawdown Comparison

The maximum ARTY drawdown since its inception was -54.50%, which is greater than AIPO's maximum drawdown of -24.36%. Use the drawdown chart below to compare losses from any high point for ARTY and AIPO.

Drawdown Indicators

	ARTY	AIPO	Difference
Max Drawdown Largest peak-to-trough decline	-54.50%	-24.36%	-30.14%
Max Drawdown (1Y) Largest decline over 1 year	-24.00%	-24.36%	+0.36%
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%	-17.66%	+0.25%
Average Drawdown Average peak-to-trough decline	-19.68%	-5.28%	-14.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.42%	7.27%	+0.15%

Volatility

ARTY vs. AIPO - Volatility Comparison

iShares Future AI & Tech ETF (ARTY) and Defiance AI & Power Infrastructure ETF (AIPO) have volatilities of 14.17% and 14.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARTY	AIPO	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.17%	14.51%	-0.34%
Volatility (6M) Calculated over the trailing 6-month period	33.16%	29.84%	+3.32%
Volatility (1Y) Calculated over the trailing 1-year period	37.34%	37.46%	-0.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.29%	37.20%	-6.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.64%	37.20%	-8.56%

ARTY vs. AIPO - Expense Ratio Comparison

ARTY has a 0.47% expense ratio, which is lower than AIPO's 0.69% expense ratio.

Dividends

ARTY vs. AIPO - Dividend Comparison

ARTY's dividend yield for the trailing twelve months is around 0.07%, more than AIPO's 0.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AIPO Defiance AI & Power Infrastructure ETF	0.01%	0.01%	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 AIPO in my portfolio?

ARTY and AIPO have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ARTY or AIPO?

AIPO has higher volatility (14.51%) compared to ARTY (14.17%). In terms of maximum drawdown, ARTY dropped -54.50% vs AIPO's -24.36%.

Which ETF is better, ARTY or AIPO?

On 1-year performance, ARTY leads with 57.81% vs 42.03% for AIPO. On fees, ARTY is cheaper at 0.47% per year. On volatility, ARTY has been the lower-risk option at 14.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ARTY or AIPO?

Over the 1-year period, ARTY has performed better with a 57.81% return vs 42.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ARTY or AIPO?

ARTY is cheaper with a 0.47% expense ratio, compared with 0.69% for AIPO.

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

ARTY has the higher dividend yield at 0.07%, compared with 0.01% for AIPO.

What is the main difference between ARTY and AIPO?

ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net), while AIPO tracks MarketVector™ US Listed AI and Power Infrastructure Index. They also come from different issuers: iShares and Defiance. Their fees differ too: 0.47% for ARTY and 0.69% for AIPO.

Which has better risk-adjusted returns?

ARTY currently has the higher Sharpe Ratio (1.44 vs 1.05), 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.