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ARTY vs. XAIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ARTY vs. XAIX

Last updated Aug 2, 2026
Documentation

ARTY (iShares Future AI & Tech ETF) and XAIX (Xtrackers Artificial Intelligence and Big Data ETF) are both Artificial Intelligence funds - ARTY tracks the Morningstar Global Artificial Intelligence Select Index (Net) while XAIX tracks the Nasdaq Global Artificial Intelligence and Big Data Index. Both are passively managed. Over the past year, ARTY returned 57.81% vs 41.00% for XAIX. Their correlation of 0.90 means they have usually moved in the same direction. ARTY charges 0.47%/yr vs 0.35%/yr for XAIX.

Performance

ARTY vs. XAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Future AI & Tech ETF (ARTY) and Xtrackers Artificial Intelligence and Big Data ETF (XAIX). 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 XAIX's 23.93% 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%

XAIX

1D
1.60%
1M
-2.20%
6M
21.95%
YTD
23.93%
1Y
41.00%
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
35.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

ARTY

iShares Future AI & Tech ETF
$36.04M$40.00M$59.74M

XAIX

Xtrackers Artificial Intelligence and Big Data ETF
$920.82K$1.57M$1.97M

ARTY vs. XAIX - Yearly Performance Comparison

2026 (YTD)20252024
ARTY
iShares Future AI & Tech ETF		38.42%29.97%14.94%
XAIX
Xtrackers Artificial Intelligence and Big Data ETF		23.93%29.05%15.21%

Correlation

The correlation between ARTY and XAIX is 0.90, 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.

0.90

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2024

0.90

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

ARTY vs. XAIX - Sectors Allocation Comparison

Sectors
ARTY
XAIX

Technology

87.8%
79.0%

Industrials

5.3%
0.1%

Communication Services

3.0%
10.4%

Utilities

1.6%
0.0%

Real Estate

1.4%

-

Healthcare

0.9%
0.0%

Financial Services

0.7%
4.4%

Basic Materials

-

0.0%

Consumer Cyclical

-

6.1%

Consumer Defensive

-

0.0%

Energy

-

0.0%

Technology

ARTY
87.8%
XAIX
79.0%

Industrials

ARTY
5.3%
XAIX
0.1%

Communication Services

ARTY
3.0%
XAIX
10.4%

Utilities

ARTY
1.6%
XAIX
0.0%

Real Estate

ARTY
1.4%
XAIX

-

Healthcare

ARTY
0.9%
XAIX
0.0%

Financial Services

ARTY
0.7%
XAIX
4.4%

Basic Materials

ARTY

-

XAIX
0.0%

Consumer Cyclical

ARTY

-

XAIX
6.1%

Consumer Defensive

ARTY

-

XAIX
0.0%

Energy

ARTY

-

XAIX
0.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Future AI & Tech ETF

Xtrackers Artificial Intelligence and Big Data ETF

Often compared with ARTY:
ARTY vs. BOTZARTY vs. QQQARTY vs. ARKQARTY vs. AIQARTY vs. BAIARTY vs. SPYARTY vs. IETC
Often compared with XAIX:
XAIX vs. AIQXAIX vs. SMHXAIX vs. BOTZXAIX vs. SPYXAIX vs. XDWT.LXAIX vs. QQQMXAIX vs. IGPT

Return for Risk

ARTY vs. XAIX — 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
XAIX
XAIX Risk / Return Rank: 6060
Overall Rank
XAIX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
XAIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
XAIX Omega Ratio Rank: 5959
Omega Ratio Rank
XAIX Calmar Ratio Rank: 6464
Calmar Ratio Rank
XAIX Martin Ratio Rank: 5757
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. XAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and Xtrackers Artificial Intelligence and Big Data ETF (XAIX). 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.

ARTYXAIXDifference
Sharpe ratioReturn per unit of total volatility
1.44
1.45

-0.01

Sortino ratioReturn per unit of downside risk
1.93
1.97

-0.04

Omega ratioGain probability vs. loss probability

1.25

1.25

-0.01

Calmar ratioReturn relative to maximum drawdown

2.24

2.21

+0.03

Martin ratioReturn relative to average drawdown

7.25

6.70

+0.55

ARTY vs. XAIX - Sharpe Ratio Comparison

The current ARTY Sharpe Ratio is 1.44, which is comparable to the XAIX Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of ARTY and XAIX, 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. XAIX - Drawdown Comparison

The maximum ARTY drawdown since its inception was -54.50%, which is greater than XAIX's maximum drawdown of -23.95%. Use the drawdown chart below to compare losses from any high point for ARTY and XAIX.

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Drawdown Indicators

ARTYXAIXDifference

Max Drawdown

Largest peak-to-trough decline

-54.50%

-23.95%

-30.55%

Max Drawdown (1Y)

Largest decline over 1 year

-24.00%

-16.95%

-7.05%

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%

-12.74%

-4.67%

Average Drawdown

Average peak-to-trough decline

-19.68%

-3.99%

-15.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.42%

5.59%

+1.83%

Volatility

ARTY vs. XAIX - Volatility Comparison

iShares Future AI & Tech ETF (ARTY) has a higher volatility of 14.17% compared to Xtrackers Artificial Intelligence and Big Data ETF (XAIX) at 9.18%. This indicates that ARTY's price experiences larger fluctuations and is considered to be riskier than XAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ARTYXAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.17%

9.18%

+4.99%

Volatility (6M)

Calculated over the trailing 6-month period

33.16%

22.99%

+10.17%

Volatility (1Y)

Calculated over the trailing 1-year period

37.34%

25.88%

+11.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.29%

25.09%

+5.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.64%

25.09%

+3.55%

ARTY vs. XAIX - Expense Ratio Comparison

ARTY has a 0.47% expense ratio, which is higher than XAIX's 0.35% expense ratio.

Dividends

ARTY vs. XAIX - Dividend Comparison

ARTY's dividend yield for the trailing twelve months is around 0.07%, less than XAIX's 0.42% 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%
XAIX
Xtrackers Artificial Intelligence and Big Data ETF		0.42%0.54%0.08%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.90, ARTY and XAIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

ARTY has higher volatility (14.17%) compared to XAIX (9.18%). In terms of maximum drawdown, ARTY dropped -54.50% vs XAIX's -23.95%.

On 1-year performance, ARTY leads with 57.81% vs 41.00% for XAIX. On fees, XAIX is cheaper at 0.35% per year. On volatility, XAIX has been the lower-risk option at 9.18%. 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 41.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XAIX is cheaper with a 0.35% expense ratio, compared with 0.47% for ARTY.

XAIX has the higher dividend yield at 0.42%, compared with 0.07% for ARTY.

ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net), while XAIX tracks Nasdaq Global Artificial Intelligence and Big Data Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.47% for ARTY and 0.35% for XAIX.

XAIX currently has the higher Sharpe Ratio (1.45 vs 1.44), 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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