ARTY vs. WNTR
ARTY (iShares Future AI & Tech ETF) and WNTR (YieldMax Short MSTR Option Income Strategy ETF) are both exchange-traded funds - ARTY is a Technology Equities fund tracking the Morningstar Global Artificial Intelligence Select Index (Net), while WNTR is a Derivative Income fund actively managed by YieldMax. ARTY is passively managed, while WNTR is actively managed. Over the past year, ARTY returned 69.19% vs 120.64% for WNTR. At a correlation of -0.43, they often move in opposite directions. ARTY charges 0.47%/yr vs 1.01%/yr for WNTR.
Performance
ARTY vs. WNTR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ARTY achieves a 44.65% return, which is significantly higher than WNTR's 10.13% return.
ARTY
- 1D
- -3.93%
- 1M
- -4.88%
- 6M
- 36.38%
- YTD
- 44.65%
- 1Y
- 69.19%
- 3Y*
- 26.66%
- 5Y*
- 10.74%
- 10Y*
- —
WNTR
- 1D
- 1.92%
- 1M
- 18.08%
- 6M
- 14.43%
- YTD
- 10.13%
- 1Y
- 120.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ARTY vs. WNTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ARTY iShares Future AI & Tech ETF | 44.65% | 43.99% |
WNTR YieldMax Short MSTR Option Income Strategy ETF | 10.13% | 52.78% |
Correlation
The correlation between ARTY and WNTR is -0.43, 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 | -0.43 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025 | -0.43 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ARTY vs. WNTR — Risk / Return Rank
ARTY
WNTR
ARTY vs. WNTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and YieldMax Short MSTR Option Income Strategy ETF (WNTR). 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.
| ARTY | WNTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.34 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.70 | 2.84 | +0.85 |
| Martin ratioReturn relative to average drawdown | 11.21 | 7.31 | +3.90 |
Loading charts...
Drawdowns
ARTY vs. WNTR - Drawdown Comparison
The maximum ARTY drawdown since its inception was -54.50%, which is greater than WNTR's maximum drawdown of -42.65%. Use the drawdown chart below to compare losses from any high point for ARTY and WNTR.
Loading charts...
Drawdown Indicators
| ARTY | WNTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.50% | -42.65% | -11.85% |
Max Drawdown (1Y)Largest decline over 1 year | -18.81% | -42.65% | +23.84% |
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 | -13.70% | -10.15% | -3.55% |
Average DrawdownAverage peak-to-trough decline | -19.70% | -20.53% | +0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.19% | 16.58% | -10.39% |
Volatility
ARTY vs. WNTR - Volatility Comparison
The current volatility for iShares Future AI & Tech ETF (ARTY) is 15.31%, while YieldMax Short MSTR Option Income Strategy ETF (WNTR) has a volatility of 18.84%. This indicates that ARTY experiences smaller price fluctuations and is considered to be less risky than WNTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ARTY | WNTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.31% | 18.84% | -3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 31.24% | 47.46% | -16.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.38% | 53.83% | -18.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.85% | 53.56% | -23.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.41% | 53.56% | -25.15% |
ARTY vs. WNTR - Expense Ratio Comparison
ARTY has a 0.47% expense ratio, which is lower than WNTR's 1.01% expense ratio.
Dividends
ARTY vs. WNTR - Dividend Comparison
ARTY's dividend yield for the trailing twelve months is around 0.06%, less than WNTR's 102.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
ARTY iShares Future AI & Tech ETF | 0.06% | 0.00% | 0.50% | 0.88% | 0.75% | 2.41% | 0.53% | 0.69% | 0.34% |
WNTR YieldMax Short MSTR Option Income Strategy ETF | 102.14% | 58.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ARTY and WNTR have a correlation of -0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WNTR has higher volatility (18.84%) compared to ARTY (15.31%). In terms of maximum drawdown, ARTY dropped -54.50% vs WNTR's -42.65%.
On 1-year performance, WNTR leads with 120.64% vs 69.19% for ARTY. On fees, ARTY is cheaper at 0.47% per year. On volatility, ARTY has been the lower-risk option at 15.31%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, WNTR has performed better with a 120.64% return vs 69.19%. 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 1.01% for WNTR.
WNTR has the higher dividend yield at 102.14%, compared with 0.06% for ARTY.
ARTY is categorized as Technology Equities, while WNTR is Derivative Income. They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.47% for ARTY and 1.01% for WNTR.
WNTR currently has the higher Sharpe Ratio (2.26 vs 1.97), 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.
Find the right allocation for ARTY and WNTR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer