CAS vs. ARTY
CAS (Simplify China A Shares PLUS Income ETF) and ARTY (iShares Future AI & Tech ETF) are both exchange-traded funds - CAS is a China Equities fund actively managed by Simplify, while ARTY is a Technology Equities fund tracking the Morningstar Global Artificial Intelligence Select Index (Net). CAS is actively managed, while ARTY is passively managed. At a 0.40 correlation, their price movements are largely independent. CAS charges 0.88%/yr vs 0.47%/yr for ARTY.
Performance
CAS vs. ARTY - Performance Comparison
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Returns By Period
CAS
- 1D
- -2.90%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ARTY
- 1D
- -6.30%
- 1M
- 8.26%
- YTD
- 54.55%
- 6M
- 54.11%
- 1Y
- 93.11%
- 3Y*
- 33.04%
- 5Y*
- 11.69%
- 10Y*
- —
CAS vs. ARTY - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
CAS Simplify China A Shares PLUS Income ETF | 0.48% |
ARTY iShares Future AI & Tech ETF | 4.75% |
Correlation
The correlation between CAS and ARTY is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 28, 2026 | 0.40 |
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Return for Risk
CAS vs. ARTY — Risk / Return Rank
CAS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ARTY
CAS vs. ARTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify China A Shares PLUS Income ETF (CAS) and iShares Future AI & Tech ETF (ARTY). 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.
| CAS | ARTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.42 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.98 | — |
| Martin ratioReturn relative to average drawdown | — | 16.28 | — |
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Drawdowns
CAS vs. ARTY - Drawdown Comparison
The maximum CAS drawdown since its inception was -6.84%, smaller than the maximum ARTY drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for CAS and ARTY.
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Drawdown Indicators
| CAS | ARTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.84% | -54.50% | +47.66% |
Max Drawdown (1Y)Largest decline over 1 year | — | -18.81% | — |
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 | -2.90% | -7.78% | +4.88% |
Average DrawdownAverage peak-to-trough decline | -2.67% | -19.76% | +17.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.74% | — |
Volatility
CAS vs. ARTY - Volatility Comparison
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Volatility by Period
| CAS | ARTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 19.32% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 30.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 28.91% | 34.22% | -5.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.91% | 29.57% | -0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.91% | 28.30% | +0.61% |
CAS vs. ARTY - Expense Ratio Comparison
CAS has a 0.88% expense ratio, which is higher than ARTY's 0.47% expense ratio.
Dividends
CAS vs. ARTY - Dividend Comparison
CAS has not paid dividends to shareholders, while ARTY's dividend yield for the trailing twelve months is around 0.06%.
| 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% |
CAS Simplify China A Shares PLUS Income ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CAS and ARTY 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.
On fees, ARTY is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ARTY is cheaper with a 0.47% expense ratio, compared with 0.88% for CAS.
ARTY has the higher dividend yield at 0.06%, compared with 0.00% for CAS.
CAS is categorized as China Equities, while ARTY is Technology Equities. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.88% for CAS and 0.47% for ARTY.
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