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ARTY vs. CHPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ARTY vs. CHPX - Performance Comparison

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

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Returns By Period

In the year-to-date period, ARTY achieves a 38.42% return, which is significantly lower than CHPX's 60.49% 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%

CHPX

1D
0.65%
1M
-8.69%
6M
45.81%
YTD
60.49%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$36.04M$40.00M$59.74M
$4.80M$5.31M$11.57M

ARTY vs. CHPX - Yearly Performance Comparison


Correlation

The correlation between ARTY and CHPX is 0.94, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 1, 2025

0.94

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Return for Risk

ARTY vs. CHPX — Risk / Return Rank

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

ARTY
ARTY Risk / Return Rank: 6060
Overall Rank
ARTY Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
ARTY Sortino Ratio Rank: 5656
Sortino Ratio Rank
ARTY Omega Ratio Rank: 5757
Omega Ratio Rank
ARTY Calmar Ratio Rank: 6565
Calmar Ratio Rank
ARTY Martin Ratio Rank: 6161
Martin Ratio Rank

CHPX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. CHPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and Global X AI Semiconductor & Quantum ETF (CHPX). 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.


ARTYCHPXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

2.24

Martin ratioReturn relative to average drawdown

7.25

ARTY vs. CHPX - Sharpe Ratio Comparison


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Drawdowns

ARTY vs. CHPX - Drawdown Comparison

The maximum ARTY drawdown since its inception was -54.50%, which is greater than CHPX's maximum drawdown of -27.10%. Use the drawdown chart below to compare losses from any high point for ARTY and CHPX.


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Drawdown Indicators


ARTYCHPXDifference

Max Drawdown

Largest peak-to-trough decline

-54.50%

-27.10%

-27.40%

Max Drawdown (1Y)

Largest decline over 1 year

-24.00%

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%

-20.92%

+3.51%

Average Drawdown

Average peak-to-trough decline

-19.68%

-5.30%

-14.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.42%

Volatility

ARTY vs. CHPX - Volatility Comparison


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Volatility by Period


ARTYCHPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.17%

Volatility (6M)

Calculated over the trailing 6-month period

33.16%

Volatility (1Y)

Calculated over the trailing 1-year period

37.34%

44.96%

-7.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.29%

44.96%

-14.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.64%

44.96%

-16.32%

ARTY vs. CHPX - Expense Ratio Comparison

ARTY has a 0.47% expense ratio, which is lower than CHPX's 0.50% expense ratio.


Dividends

ARTY vs. CHPX - Dividend Comparison

ARTY's dividend yield for the trailing twelve months is around 0.07%, more than CHPX's 0.04% yield.


PositionTTM20252024202320222021202020192018
ARTY
iShares Future AI & Tech ETF
0.07%0.00%0.50%0.88%0.75%2.41%0.53%0.69%0.34%
CHPX
Global X AI Semiconductor & Quantum ETF
0.04%0.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.94, ARTY and CHPX 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.

On fees, ARTY is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ARTY is cheaper with a 0.47% expense ratio, compared with 0.50% for CHPX.

ARTY has the higher dividend yield at 0.07%, compared with 0.04% for CHPX.

ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net), while CHPX tracks Global X AI Semiconductor & Quantum Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.47% for ARTY and 0.50% for CHPX.

Portfolio Optimizer

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