ARTY vs. XBI

Last updated Jun 12, 2026

ARTY (iShares Future AI & Tech ETF) and XBI (SPDR S&P Biotech ETF) are both exchange-traded funds - ARTY is a Technology Equities fund tracking the Morningstar Global Artificial Intelligence Select Index (Net), while XBI is a Health & Biotech Equities fund tracking the S&P Biotechnology Select Industry Index. Both are passively managed. Over the past 5 years, ARTY returned 11.73%/yr vs -0.35%/yr for XBI. A 0.61 correlation means they provide meaningful diversification when combined. ARTY charges 0.47%/yr vs 0.35%/yr for XBI.

Performance

ARTY vs. XBI - Performance Comparison

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

Returns By Period

In the year-to-date period, ARTY achieves a 50.46% return, which is significantly higher than XBI's 8.87% return.

ARTY

• 1D: 5.70%
• 1M: 8.32%
• YTD: 50.46%
• 6M: 45.65%
• 1Y: 88.63%
• 3Y*: 31.08%
• 5Y*: 11.73%
• 10Y*: —

XBI

• 1D: 3.02%
• 1M: -1.61%
• YTD: 8.87%
• 6M: 8.26%
• 1Y: 57.91%
• 3Y*: 14.63%
• 5Y*: -0.35%
• 10Y*: 9.42%

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

ARTY vs. XBI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
ARTY iShares Future AI & Tech ETF	50.46%	29.97%	8.02%	36.37%	-37.89%	6.32%	48.85%	34.47%	-13.76%
XBI SPDR S&P Biotech ETF	8.87%	35.89%	1.01%	7.60%	-25.87%	-20.45%	48.33%	32.56%	-23.29%

Correlation

The correlation between ARTY and XBI is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (3Y) Calculated over the trailing 3-year period	0.50
Correlation (5Y) Calculated over the trailing 5-year period	0.58
Correlation (All Time) Calculated using the full available price history since Jun 28, 2018	0.61

Over the past year, the correlation between ARTY and XBI has dropped to 0.40 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.

ARTY vs. XBI - Sectors Allocation Comparison

Sectors	ARTY	XBI
Technology	87.7%	-
Industrials	5.3%	-
Communication Services	3.5%	-
Utilities	1.7%	-
Real Estate	1.2%	-
Healthcare	0.6%	99.8%
Basic Materials	-	0.2%
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	0.2%

Return for Risk

ARTY vs. XBI — Risk / Return Rank

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

ARTY

ARTY Risk / Return Rank: 87
ARTY Sharpe Ratio Rank: 92
ARTY Sortino Ratio Rank: 83
ARTY Omega Ratio Rank: 84
ARTY Calmar Ratio Rank: 90
ARTY Martin Ratio Rank: 87

XBI

XBI Risk / Return Rank: 85
XBI Sharpe Ratio Rank: 83
XBI Sortino Ratio Rank: 82
XBI Omega Ratio Rank: 74
XBI Calmar Ratio Rank: 94
XBI 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. XBI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and SPDR S&P Biotech ETF (XBI). 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	XBI	Difference
Sharpe ratio: Return per unit of total volatility	2.71	2.23	+0.47
Sortino ratio: Return per unit of downside risk	3.07	3.06	+0.01
Omega ratio: Gain probability vs. loss probability	1.42	1.36	+0.06
Calmar ratio: Return relative to maximum drawdown	4.74	5.99	-1.25
Martin ratio: Return relative to average drawdown	15.74	17.65	-1.91

ARTY vs. XBI - Sharpe Ratio Comparison

The current ARTY Sharpe Ratio is 2.71, which is comparable to the XBI Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of ARTY and XBI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ARTY vs. XBI - Drawdown Comparison

The maximum ARTY drawdown since its inception was -54.50%, smaller than the maximum XBI drawdown of -63.89%. Use the drawdown chart below to compare losses from any high point for ARTY and XBI.

Drawdown Indicators

	ARTY	XBI	Difference
Max Drawdown Largest peak-to-trough decline	-54.50%	-63.89%	+9.39%
Max Drawdown (1Y) Largest decline over 1 year	-18.81%	-9.72%	-9.09%
Max Drawdown (3Y) Largest decline over 3 years	-32.44%	-32.99%	+0.55%
Max Drawdown (5Y) Largest decline over 5 years	-50.53%	-54.71%	+4.18%
Max Drawdown (10Y) Largest decline over 10 years	—	-63.89%	—
Current Drawdown Current decline from peak	-10.23%	-23.28%	+13.05%
Average Drawdown Average peak-to-trough decline	-19.81%	-20.93%	+1.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.65%	3.29%	+2.36%

Volatility

ARTY vs. XBI - Volatility Comparison

iShares Future AI & Tech ETF (ARTY) has a higher volatility of 17.81% compared to SPDR S&P Biotech ETF (XBI) at 10.38%. This indicates that ARTY's price experiences larger fluctuations and is considered to be riskier than XBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARTY	XBI	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.81%	10.38%	+7.43%
Volatility (6M) Calculated over the trailing 6-month period	28.84%	20.76%	+8.08%
Volatility (1Y) Calculated over the trailing 1-year period	32.93%	26.12%	+6.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.23%	32.22%	-2.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.12%	32.01%	-3.89%

ARTY vs. XBI - Expense Ratio Comparison

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

Dividends

ARTY vs. XBI - Dividend Comparison

ARTY has not paid dividends to shareholders, while XBI's dividend yield for the trailing twelve months is around 0.33%.

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%
XBI SPDR S&P Biotech ETF	0.33%	0.37%	0.15%	0.02%	0.00%	0.04%	0.20%	0.00%	0.28%	0.24%	0.26%	0.61%

Frequently Asked Questions

Can I hold both ARTY and XBI in my portfolio?

ARTY and XBI have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ARTY or XBI?

ARTY has higher volatility (17.81%) compared to XBI (10.38%). In terms of maximum drawdown, ARTY dropped -54.50% vs XBI's -63.89%.

Which ETF is better, ARTY or XBI?

On 5-year performance, ARTY leads with 11.73% vs -0.35% for XBI. On fees, XBI is cheaper at 0.35% per year. On volatility, XBI has been the lower-risk option at 10.38%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ARTY or XBI?

Over the 5-year period, ARTY has performed better with a 11.73% return vs -0.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ARTY or XBI?

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

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

XBI has the higher dividend yield at 0.33%, compared with 0.00% for ARTY.

What is the main difference between ARTY and XBI?

ARTY is categorized as Technology Equities, while XBI is Health & Biotech Equities. ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net), while XBI tracks S&P Biotechnology Select Industry Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.47% for ARTY and 0.35% for XBI.

Which has better risk-adjusted returns?

ARTY currently has the higher Sharpe Ratio (2.71 vs 2.23), 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.