ARTY vs. USOY
ARTY (iShares Future AI & Tech ETF) and USOY (Defiance Oil Enhanced Options Income ETF) are both exchange-traded funds - ARTY is a Technology Equities fund tracking the Morningstar Global Artificial Intelligence Select Index, while USOY is a Derivative Income fund actively managed by Defiance. ARTY is passively managed, while USOY is actively managed. Over the past year, ARTY returned 112.42% vs 57.29% for USOY. At a correlation of -0.03, they often move in opposite directions. ARTY charges 0.47%/yr vs 1.22%/yr for USOY.
Performance
ARTY vs. USOY - 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 USOY's 62.18% return.
ARTY
- 1D
- -0.90%
- 1M
- 26.10%
- YTD
- 66.09%
- 6M
- 63.47%
- 1Y
- 112.42%
- 3Y*
- 36.54%
- 5Y*
- 14.13%
- 10Y*
- —
USOY
- 1D
- 1.45%
- 1M
- -3.43%
- YTD
- 62.18%
- 6M
- 59.35%
- 1Y
- 57.29%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ARTY vs. USOY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ARTY iShares Future AI & Tech ETF | 66.09% | 29.97% | 11.58% |
USOY Defiance Oil Enhanced Options Income ETF | 62.18% | -7.93% | 7.27% |
Correlation
The correlation between ARTY and USOY is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.20 |
Correlation (All Time) Calculated using the full available price history since May 13, 2024 | -0.03 |
The correlation between ARTY and USOY shifts across timeframes, from -0.20 (1 year) to -0.03 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ARTY vs. USOY — Risk / Return Rank
ARTY
USOY
ARTY vs. USOY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and Defiance Oil Enhanced Options Income ETF (USOY). 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 | USOY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.89 | ||
| Sortino ratioReturn per unit of downside risk | +1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.35 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 6.01 | 4.03 | +1.98 |
| Martin ratioReturn relative to average drawdown | 20.88 | 7.74 | +13.14 |
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 | USOY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.78 | 1.89 | +1.89 |
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 | 0.99 | -0.36 |
Drawdowns
ARTY vs. USOY - Drawdown Comparison
The maximum ARTY drawdown since its inception was -54.50%, which is greater than USOY's maximum drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for ARTY and USOY.
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Drawdown Indicators
| ARTY | USOY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.50% | -17.46% | -37.04% |
Max Drawdown (1Y)Largest decline over 1 year | -18.81% | -14.29% | -4.52% |
Max Drawdown (3Y)Largest decline over 3 years | -32.44% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -50.53% | — | — |
Current DrawdownCurrent decline from peak | -0.90% | -5.11% | +4.21% |
Average DrawdownAverage peak-to-trough decline | -19.85% | -6.47% | -13.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.40% | 7.42% | -2.02% |
Volatility
ARTY vs. USOY - Volatility Comparison
iShares Future AI & Tech ETF (ARTY) and Defiance Oil Enhanced Options Income ETF (USOY) have volatilities of 12.01% and 11.62%, 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.
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Volatility by Period
| ARTY | USOY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.01% | 11.62% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 25.12% | 27.18% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.94% | 30.44% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.58% | 26.13% | +2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.75% | 26.13% | +1.62% |
ARTY vs. USOY - Expense Ratio Comparison
ARTY has a 0.47% expense ratio, which is lower than USOY's 1.22% expense ratio.
Dividends
ARTY vs. USOY - Dividend Comparison
ARTY has not paid dividends to shareholders, while USOY's dividend yield for the trailing twelve months is around 54.16%.
| 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% |
USOY Defiance Oil Enhanced Options Income ETF | 54.16% | 104.32% | 48.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ARTY and USOY have a correlation of -0.20, 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 USOY (11.62%). In terms of maximum drawdown, ARTY dropped -54.50% vs USOY's -17.46%.
On 1-year performance, ARTY leads with 112.42% vs 57.29% for USOY. On fees, ARTY is cheaper at 0.47% per year. On volatility, USOY has been the lower-risk option at 11.62%. 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 112.42% return vs 57.29%. 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 1.22% for USOY.
USOY has the higher dividend yield at 54.16%, compared with 0.00% for ARTY.
ARTY is categorized as Technology Equities, while USOY is Derivative Income. They also come from different issuers: iShares and Defiance. Their fees differ too: 0.47% for ARTY and 1.22% for USOY.
ARTY currently has the higher Sharpe Ratio (3.78 vs 1.89), 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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