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ARTY vs. GPTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ARTY vs. GPTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Future AI & Tech ETF (ARTY) and YieldMax AI & Tech Portfolio Option Income ETF (GPTY). 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 higher than GPTY's 19.03% 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%

GPTY

1D
0.97%
1M
-3.52%
6M
19.40%
YTD
19.03%
1Y
30.09%
3Y*
5Y*
10Y*
ALL TIME*
24.94%
*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
$1.83M$1.93M$2.58M

ARTY vs. GPTY - Yearly Performance Comparison


Correlation

The correlation between ARTY and GPTY is 0.89, 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.

0.89

Correlation (All Time)
Calculated using the full available price history since Jan 23, 2025

0.90

The correlation between ARTY and GPTY has been stable across timeframes, ranging from 0.89 to 0.90 - a consistent structural relationship.

ARTY vs. GPTY - Sectors Allocation Comparison


Sectors
ARTY
GPTY

Technology

87.8%
76.4%

Industrials

5.3%
2.2%

Communication Services

3.0%
9.5%

Utilities

1.6%

-

Real Estate

1.4%

-

Healthcare

0.9%

-

Financial Services

0.7%
4.2%

Basic Materials

-

-

Consumer Cyclical

-

7.7%

Consumer Defensive

-

-

Energy

-

-

Technology

ARTY
87.8%
GPTY
76.4%

Industrials

ARTY
5.3%
GPTY
2.2%

Communication Services

ARTY
3.0%
GPTY
9.5%

Utilities

ARTY
1.6%
GPTY

-

Real Estate

ARTY
1.4%
GPTY

-

Healthcare

ARTY
0.9%
GPTY

-

Financial Services

ARTY
0.7%
GPTY
4.2%

Basic Materials

ARTY

-

GPTY

-

Consumer Cyclical

ARTY

-

GPTY
7.7%

Consumer Defensive

ARTY

-

GPTY

-

Energy

ARTY

-

GPTY

-

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Return for Risk

ARTY vs. GPTY — 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

GPTY
GPTY Risk / Return Rank: 3838
Overall Rank
GPTY Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
GPTY Sortino Ratio Rank: 3939
Sortino Ratio Rank
GPTY Omega Ratio Rank: 3838
Omega Ratio Rank
GPTY Calmar Ratio Rank: 3939
Calmar Ratio Rank
GPTY Martin Ratio Rank: 3333
Martin Ratio Rank
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. GPTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and YieldMax AI & Tech Portfolio Option Income ETF (GPTY). 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.


ARTYGPTYDifference
Sharpe ratioReturn per unit of total volatility

+0.48

Sortino ratioReturn per unit of downside risk

+0.49

Omega ratioGain probability vs. loss probability

1.25

1.18

+0.07

Calmar ratioReturn relative to maximum drawdown

2.24

1.37

+0.87

Martin ratioReturn relative to average drawdown

7.25

3.16

+4.09

ARTY vs. GPTY - Sharpe Ratio Comparison

The current ARTY Sharpe Ratio is 1.44, which is higher than the GPTY Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of ARTY and GPTY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ARTY vs. GPTY - Drawdown Comparison

The maximum ARTY drawdown since its inception was -54.50%, which is greater than GPTY's maximum drawdown of -26.62%. Use the drawdown chart below to compare losses from any high point for ARTY and GPTY.


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Drawdown Indicators


ARTYGPTYDifference

Max Drawdown

Largest peak-to-trough decline

-54.50%

-26.62%

-27.88%

Max Drawdown (1Y)

Largest decline over 1 year

-24.00%

-19.32%

-4.68%

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%

-13.94%

-3.47%

Average Drawdown

Average peak-to-trough decline

-19.68%

-6.85%

-12.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.42%

8.35%

-0.93%

Volatility

ARTY vs. GPTY - Volatility Comparison

iShares Future AI & Tech ETF (ARTY) has a higher volatility of 14.17% compared to YieldMax AI & Tech Portfolio Option Income ETF (GPTY) at 9.87%. This indicates that ARTY's price experiences larger fluctuations and is considered to be riskier than GPTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARTYGPTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.17%

9.87%

+4.30%

Volatility (6M)

Calculated over the trailing 6-month period

33.16%

22.61%

+10.55%

Volatility (1Y)

Calculated over the trailing 1-year period

37.34%

27.40%

+9.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.29%

29.87%

+0.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.64%

29.87%

-1.23%

ARTY vs. GPTY - Expense Ratio Comparison

ARTY has a 0.47% expense ratio, which is lower than GPTY's 0.99% expense ratio.


Dividends

ARTY vs. GPTY - Dividend Comparison

ARTY's dividend yield for the trailing twelve months is around 0.07%, less than GPTY's 39.00% 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%
GPTY
YieldMax AI & Tech Portfolio Option Income ETF
39.00%34.23%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ARTY and GPTY have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ARTY has higher volatility (14.17%) compared to GPTY (9.87%). In terms of maximum drawdown, ARTY dropped -54.50% vs GPTY's -26.62%.

On 1-year performance, ARTY leads with 57.81% vs 30.09% for GPTY. On fees, ARTY is cheaper at 0.47% per year. On volatility, GPTY has been the lower-risk option at 9.87%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, ARTY has performed better with a 57.81% return vs 30.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ARTY is cheaper with a 0.47% expense ratio, compared with 0.99% for GPTY.

GPTY has the higher dividend yield at 39.00%, compared with 0.07% for ARTY.

They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.47% for ARTY and 0.99% for GPTY.

ARTY currently has the higher Sharpe Ratio (1.44 vs 0.96), 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.

Portfolio Optimizer

Find the right allocation for ARTY and GPTY

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