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ARTY vs. XLE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ARTY vs. XLE

Last updated Jun 12, 2026

ARTY (iShares Future AI & Tech ETF) and XLE (State Street Energy Select Sector SPDR ETF) are both exchange-traded funds - ARTY is a Technology Equities fund tracking the Morningstar Global Artificial Intelligence Select Index (Net), while XLE is a Energy Equities fund tracking the Energy Select Sector Index. Both are passively managed. Over the past 5 years, ARTY returned 11.73%/yr vs 19.94%/yr for XLE. At a 0.32 correlation, their price movements are largely independent. ARTY charges 0.47%/yr vs 0.08%/yr for XLE.

Performance

ARTY vs. XLE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Future AI & Tech ETF (ARTY) and State Street Energy Select Sector SPDR ETF (XLE). 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 50.46% return, which is significantly higher than XLE's 28.59% return.

ARTY

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

XLE

1D
-1.94%
1M
-0.78%
YTD
28.59%
6M
26.16%
1Y
36.64%
3Y*
16.07%
5Y*
19.94%
10Y*
9.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARTY vs. XLE - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
ARTY
iShares Future AI & Tech ETF		50.46%29.97%8.02%36.37%-37.89%6.32%48.85%34.47%-13.76%
XLE
State Street Energy Select Sector SPDR ETF		28.59%7.88%5.56%-0.63%64.32%53.28%-32.67%11.74%-22.87%

Correlation

The correlation between ARTY and XLE is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.13

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2018

0.32

The correlation between ARTY and XLE shifts across timeframes, from -0.06 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.

ARTY vs. XLE - Sectors Allocation Comparison

Sectors
ARTY
XLE

Technology

87.7%

-

Industrials

5.3%

-

Communication Services

3.5%

-

Utilities

1.7%

-

Real Estate

1.2%

-

Healthcare

0.6%

-

Basic Materials

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

100.0%

Financial Services

-

-

Technology

ARTY
87.7%
XLE

-

Industrials

ARTY
5.3%
XLE

-

Communication Services

ARTY
3.5%
XLE

-

Utilities

ARTY
1.7%
XLE

-

Real Estate

ARTY
1.2%
XLE

-

Healthcare

ARTY
0.6%
XLE

-

Basic Materials

ARTY

-

XLE

-

Consumer Cyclical

ARTY

-

XLE

-

Consumer Defensive

ARTY

-

XLE

-

Energy

ARTY

-

XLE
100.0%

Financial Services

ARTY

-

XLE

-

Compare stocks, funds, or ETFs

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iShares Future AI & Tech ETF

State Street Energy Select Sector SPDR ETF

Often compared with ARTY:
ARTY vs. BOTZARTY vs. QQQARTY vs. ARKQARTY vs. AIQARTY vs. SPYARTY vs. IETCARTY vs. ARKK
Often compared with XLE:
XLE vs. VDEXLE vs. USOXLE vs. XOPXLE vs. XLUXLE vs. XLKXLE vs. IXCXLE vs. FENY

Return for Risk

ARTY vs. XLE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ARTY
ARTY Risk / Return Rank: 8787
Overall Rank
ARTY Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
ARTY Sortino Ratio Rank: 8383
Sortino Ratio Rank
ARTY Omega Ratio Rank: 8484
Omega Ratio Rank
ARTY Calmar Ratio Rank: 9090
Calmar Ratio Rank
ARTY Martin Ratio Rank: 8787
Martin Ratio Rank
XLE
XLE Risk / Return Rank: 6363
Overall Rank
XLE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
XLE Sortino Ratio Rank: 6262
Sortino Ratio Rank
XLE Omega Ratio Rank: 5757
Omega Ratio Rank
XLE Calmar Ratio Rank: 7373
Calmar Ratio Rank
XLE Martin Ratio Rank: 5959
Martin Ratio Rank
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. XLE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) and State Street Energy Select Sector SPDR ETF (XLE). 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.

ARTYXLEDifference
Sharpe ratioReturn per unit of total volatility
2.71
1.79

+0.92

Sortino ratioReturn per unit of downside risk
3.07
2.37

+0.70

Omega ratioGain probability vs. loss probability

1.42

1.29

+0.13

Calmar ratioReturn relative to maximum drawdown

4.74

3.05

+1.68

Martin ratioReturn relative to average drawdown

15.74

8.57

+7.17

ARTY vs. XLE - Sharpe Ratio Comparison

The current ARTY Sharpe Ratio is 2.71, which is higher than the XLE Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of ARTY and XLE, 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. XLE - Drawdown Comparison

The maximum ARTY drawdown since its inception was -54.50%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for ARTY and XLE.

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Drawdown Indicators

ARTYXLEDifference

Max Drawdown

Largest peak-to-trough decline

-54.50%

-71.26%

+16.76%

Max Drawdown (1Y)

Largest decline over 1 year

-18.81%

-12.05%

-6.76%

Max Drawdown (3Y)

Largest decline over 3 years

-32.44%

-20.14%

-12.30%

Max Drawdown (5Y)

Largest decline over 5 years

-50.53%

-26.04%

-24.49%

Max Drawdown (10Y)

Largest decline over 10 years

—

-66.81%

—

Current Drawdown

Current decline from peak

-10.23%

-8.70%

-1.53%

Average Drawdown

Average peak-to-trough decline

-19.81%

-17.97%

-1.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.65%

4.29%

+1.36%

Volatility

ARTY vs. XLE - Volatility Comparison

iShares Future AI & Tech ETF (ARTY) has a higher volatility of 17.81% compared to State Street Energy Select Sector SPDR ETF (XLE) at 7.22%. This indicates that ARTY's price experiences larger fluctuations and is considered to be riskier than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ARTYXLEDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.81%

7.22%

+10.59%

Volatility (6M)

Calculated over the trailing 6-month period

28.84%

16.80%

+12.04%

Volatility (1Y)

Calculated over the trailing 1-year period

32.93%

20.60%

+12.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.23%

26.06%

+3.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.12%

29.58%

-1.46%

ARTY vs. XLE - Expense Ratio Comparison

ARTY has a 0.47% expense ratio, which is higher than XLE's 0.08% expense ratio.

Dividends

ARTY vs. XLE - Dividend Comparison

ARTY has not paid dividends to shareholders, while XLE's dividend yield for the trailing twelve months is around 2.61%.

PositionTTM20252024202320222021202020192018201720162015
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%
XLE
State Street Energy Select Sector SPDR ETF		2.61%3.28%3.36%3.55%3.68%4.21%5.62%6.72%3.54%3.03%2.26%3.39%

Frequently Asked Questions

ARTY and XLE have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ARTY has higher volatility (17.81%) compared to XLE (7.22%). In terms of maximum drawdown, ARTY dropped -54.50% vs XLE's -71.26%.

On 5-year performance, XLE leads with 19.94% vs 11.73% for ARTY. On fees, XLE is cheaper at 0.08% per year. On volatility, XLE has been the lower-risk option at 7.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, XLE has performed better with a 19.94% return vs 11.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XLE is cheaper with a 0.08% expense ratio, compared with 0.47% for ARTY.

XLE has the higher dividend yield at 2.61%, compared with 0.00% for ARTY.

ARTY is categorized as Technology Equities, while XLE is Energy Equities. ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net), while XLE tracks Energy Select Sector Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.47% for ARTY and 0.08% for XLE.

ARTY currently has the higher Sharpe Ratio (2.71 vs 1.79), 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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