ARTY vs. TCAI

Last updated Jun 4, 2026

ARTY (iShares Future AI & Tech ETF) and TCAI (Tortoise AI Infrastructure ETF) are both Technology Equities funds. ARTY is passively managed, while TCAI is actively managed. Their correlation of 0.84 suggests significant overlap in exposure. ARTY charges 0.47%/yr vs 0.65%/yr for TCAI.

Performance

ARTY vs. TCAI - Performance Comparison

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

Returns By Period

In the year-to-date period, ARTY achieves a 66.09% return, which is significantly lower than TCAI's 89.63% return.

ARTY

• 1D: -0.90%
• 1M: 26.10%
• YTD: 66.09%
• 6M: 63.47%
• 1Y: 112.42%
• 3Y*: 36.54%
• 5Y*: 14.13%
• 10Y*: —

TCAI

• 1D: -0.27%
• 1M: 19.58%
• YTD: 89.63%
• 6M: 85.78%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ARTY vs. TCAI - Yearly Performance Comparison

	2026 (YTD)	2025
ARTY iShares Future AI & Tech ETF	66.09%	12.91%
TCAI Tortoise AI Infrastructure ETF	89.63%	17.77%

Correlation

The correlation between ARTY and TCAI is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 6, 2025	0.84

ARTY vs. TCAI - Sectors Allocation Comparison

Sectors	ARTY	TCAI
Technology	87.7%	44.0%
Industrials	5.3%	29.9%
Communication Services	3.5%	1.1%
Utilities	1.7%	11.1%
Real Estate	1.2%	0.6%
Healthcare	0.6%	-
Basic Materials	-	-
Consumer Cyclical	-	1.4%
Consumer Defensive	-	-
Energy	-	6.1%
Financial Services	-	6.4%

Return for Risk

ARTY vs. TCAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTY

ARTY Risk / Return Rank: 90
ARTY Sharpe Ratio Rank: 94
ARTY Sortino Ratio Rank: 89
ARTY Omega Ratio Rank: 87
ARTY Calmar Ratio Rank: 91
ARTY Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTY vs. TCAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and Tortoise AI Infrastructure ETF (TCAI). 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.

	ARTY	TCAI	Difference
Sharpe ratio: Return per unit of total volatility	3.78	—	—
Sortino ratio: Return per unit of downside risk	4.13	—	—
Omega ratio: Gain probability vs. loss probability	1.55	—	—
Calmar ratio: Return relative to maximum drawdown	6.01	—	—
Martin ratio: Return relative to average drawdown	20.88	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ARTY	TCAI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.78	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.50	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.63	4.61	-3.97

Drawdowns

ARTY vs. TCAI - Drawdown Comparison

The maximum ARTY drawdown since its inception was -54.50%, which is greater than TCAI's maximum drawdown of -15.80%. Use the drawdown chart below to compare losses from any high point for ARTY and TCAI.

Drawdown Indicators

	ARTY	TCAI	Difference
Max Drawdown Largest peak-to-trough decline	-54.50%	-15.80%	-38.70%
Max Drawdown (1Y) Largest decline over 1 year	-18.81%	—	—
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	-0.90%	-0.27%	-0.63%
Average Drawdown Average peak-to-trough decline	-19.85%	-3.43%	-16.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.40%	—	—

Volatility

Volatility by Period

	ARTY	TCAI	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.01%	—	—
Volatility (6M) Calculated over the trailing 6-month period	25.12%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	29.94%	35.82%	-5.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.58%	35.82%	-7.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.75%	35.82%	-8.07%

ARTY vs. TCAI - Expense Ratio Comparison

ARTY has a 0.47% expense ratio, which is lower than TCAI's 0.65% expense ratio.

Dividends

ARTY vs. TCAI - Dividend Comparison

ARTY has not paid dividends to shareholders, while TCAI's dividend yield for the trailing twelve months is around 0.03%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
ARTY iShares Future AI & Tech ETF	0.00%	0.00%	0.50%	0.88%	0.75%	2.41%	0.53%	0.69%	0.34%
TCAI Tortoise AI Infrastructure ETF	0.03%	0.05%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ARTY and TCAI in my portfolio?

ARTY and TCAI 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 ETF is better, ARTY or TCAI?

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.

Which ETF is cheaper, ARTY or TCAI?

ARTY is cheaper with a 0.47% expense ratio, compared with 0.65% for TCAI.

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

TCAI has the higher dividend yield at 0.03%, compared with 0.00% for ARTY.

What is the main difference between ARTY and TCAI?

They also come from different issuers: iShares and Tortoise. Their fees differ too: 0.47% for ARTY and 0.65% for TCAI.