ARTY vs. TLT
ARTY (iShares Future AI & Tech ETF) and TLT (iShares 20+ Year Treasury Bond ETF) are both exchange-traded funds - ARTY is a Technology Equities fund tracking the Morningstar Global Artificial Intelligence Select Index, while TLT is a Government Bonds fund tracking the ICE U.S. Treasury 20+ Year Bond Index. Both are passively managed. Over the past 5 years, ARTY returned 14.13%/yr vs -6.31%/yr for TLT. At a correlation of -0.05, they often move in opposite directions. ARTY charges 0.47%/yr vs 0.15%/yr for TLT.
Performance
ARTY vs. TLT - Performance Comparison
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Returns By Period
In the year-to-date period, ARTY achieves a 66.09% return, which is significantly higher than TLT's -0.27% return.
ARTY
- 1D
- -0.90%
- 1M
- 26.10%
- YTD
- 66.09%
- 6M
- 63.47%
- 1Y
- 112.42%
- 3Y*
- 36.54%
- 5Y*
- 14.13%
- 10Y*
- —
TLT
- 1D
- -0.40%
- 1M
- 0.81%
- YTD
- -0.27%
- 6M
- -2.02%
- 1Y
- 4.93%
- 3Y*
- -1.80%
- 5Y*
- -6.31%
- 10Y*
- -1.66%
ARTY vs. TLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ARTY iShares Future AI & Tech ETF | 66.09% | 29.97% | 8.02% | 36.37% | -37.89% | 6.32% | 48.85% | 34.47% | -14.31% |
TLT iShares 20+ Year Treasury Bond ETF | -0.27% | 4.25% | -8.05% | 2.77% | -31.23% | -4.60% | 18.15% | 14.12% | 1.10% |
Correlation
The correlation between ARTY and TLT is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2018 | -0.05 |
The correlation between ARTY and TLT shifts across timeframes, from -0.05 (all time) to 0.12 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
ARTY vs. TLT — Risk / Return Rank
ARTY
TLT
ARTY vs. TLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and iShares 20+ Year Treasury Bond ETF (TLT). 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 | TLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.27 | ||
| Sortino ratioReturn per unit of downside risk | +3.33 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.09 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 6.01 | 0.65 | +5.36 |
| Martin ratioReturn relative to average drawdown | 20.88 | 1.63 | +19.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARTY | TLT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.78 | 0.51 | +3.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | -0.40 | +0.90 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.26 | +0.38 |
Drawdowns
ARTY vs. TLT - Drawdown Comparison
The maximum ARTY drawdown since its inception was -54.50%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for ARTY and TLT.
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Drawdown Indicators
| ARTY | TLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.50% | -48.35% | -6.15% |
Max Drawdown (1Y)Largest decline over 1 year | -18.81% | -7.58% | -11.23% |
Max Drawdown (3Y)Largest decline over 3 years | -32.44% | -19.18% | -13.26% |
Max Drawdown (5Y)Largest decline over 5 years | -50.53% | -43.70% | -6.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.35% | — |
Current DrawdownCurrent decline from peak | -0.90% | -40.44% | +39.54% |
Average DrawdownAverage peak-to-trough decline | -19.85% | -13.82% | -6.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.40% | 3.04% | +2.36% |
Volatility
ARTY vs. TLT - Volatility Comparison
iShares Future AI & Tech ETF (ARTY) has a higher volatility of 12.01% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 2.76%. This indicates that ARTY's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTY | TLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.01% | 2.76% | +9.25% |
Volatility (6M)Calculated over the trailing 6-month period | 25.12% | 6.50% | +18.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.94% | 9.77% | +20.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.58% | 15.87% | +12.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.75% | 14.91% | +12.84% |
ARTY vs. TLT - Expense Ratio Comparison
ARTY has a 0.47% expense ratio, which is higher than TLT's 0.15% expense ratio.
Dividends
ARTY vs. TLT - Dividend Comparison
ARTY has not paid dividends to shareholders, while TLT's dividend yield for the trailing twelve months is around 4.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTY iShares Future AI & Tech ETF | 0.00% | 0.00% | 0.50% | 0.88% | 0.75% | 2.41% | 0.53% | 0.69% | 0.34% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 4.59% | 4.43% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% |
Frequently Asked Questions
ARTY and TLT have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTY has higher volatility (12.01%) compared to TLT (2.76%). In terms of maximum drawdown, ARTY dropped -54.50% vs TLT's -48.35%.
On 5-year performance, ARTY leads with 14.13% vs -6.31% for TLT. On fees, TLT is cheaper at 0.15% per year. On volatility, TLT has been the lower-risk option at 2.76%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, ARTY has performed better with a 14.13% return vs -6.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
TLT is cheaper with a 0.15% expense ratio, compared with 0.47% for ARTY.
TLT has the higher dividend yield at 4.59%, compared with 0.00% for ARTY.
ARTY is categorized as Technology Equities, while TLT is Government Bonds. ARTY tracks Morningstar Global Artificial Intelligence Select Index, while TLT tracks ICE U.S. Treasury 20+ Year Bond Index. Their fees differ too: 0.47% for ARTY and 0.15% for TLT.
ARTY currently has the higher Sharpe Ratio (3.78 vs 0.51), 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.
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