CVS vs. ARTY
CVS (CVS Health Corporation) is a stock, while ARTY (iShares Future AI & Tech ETF) is Artificial Intelligence fund tracking the Morningstar Global Artificial Intelligence Select Index (Net). Over the past 5 years, CVS returned 7.57%/yr vs 11.53%/yr for ARTY. Their 0.18 correlation means their historical movements had little consistent relationship.
Performance
CVS vs. ARTY - Performance Comparison
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Returns By Period
In the year-to-date period, CVS achieves a 27.82% return, which is significantly lower than ARTY's 49.99% return.
CVS
- 1D
- -5.08%
- 1M
- -2.30%
- 6M
- 33.72%
- YTD
- 27.82%
- 1Y
- 61.25%
- 3Y*
- 15.10%
- 5Y*
- 7.57%
- 10Y*
- 3.32%
- ALL TIME*
- 9.93%
ARTY
- 1D
- -1.38%
- 1M
- -0.32%
- 6M
- 48.44%
- YTD
- 49.99%
- 1Y
- 69.35%
- 3Y*
- 30.39%
- 5Y*
- 11.53%
- 10Y*
- —
- ALL TIME*
- 15.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $36.54M | $36.31M | $57.12M | |
| $829.90M | $850.01M | $837.42M |
CVS vs. ARTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CVS CVS Health Corporation | 27.82% | 84.35% | -40.77% | -12.53% | -7.63% | 54.87% | -5.14% | 17.26% | -5.11% |
ARTY iShares Future AI & Tech ETF | 49.99% | 29.97% | 8.02% | 36.37% | -37.89% | 6.32% | 48.85% | 34.47% | -13.76% |
Correlation
The correlation between CVS and ARTY is -0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.07 |
Correlation (3Y) Balances recent behavior with more history. | 0.03 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2018 | 0.18 |
The correlation between CVS and ARTY shifts across timeframes, from -0.07 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CVS vs. ARTY — Risk / Return Rank
CVS
ARTY
CVS vs. ARTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CVS Health Corporation (CVS) 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.
| CVS | ARTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.30 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 2.90 | +0.84 |
| Martin ratioReturn relative to average drawdown | 10.76 | 9.26 | +1.50 |
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Drawdowns
CVS vs. ARTY - Drawdown Comparison
The maximum CVS drawdown since its inception was -64.07%, which is greater than ARTY's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for CVS and ARTY.
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Drawdown Indicators
| CVS | ARTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.07% | -54.50% | -9.57% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -24.00% | +7.56% |
Max Drawdown (3Y)Largest decline over 3 years | -43.98% | -32.44% | -11.54% |
Max Drawdown (5Y)Largest decline over 5 years | -56.79% | -50.53% | -6.26% |
Max Drawdown (10Y)Largest decline over 10 years | -56.79% | — | — |
Current DrawdownCurrent decline from peak | -9.82% | -10.51% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -19.48% | -19.67% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 7.51% | -1.80% |
Volatility
CVS vs. ARTY - Volatility Comparison
The current volatility for CVS Health Corporation (CVS) is 8.31%, while iShares Future AI & Tech ETF (ARTY) has a volatility of 15.22%. This indicates that CVS experiences smaller price fluctuations and is considered to be less risky than ARTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVS | ARTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.31% | 15.22% | -6.91% |
Volatility (6M)Calculated over the trailing 6-month period | 21.69% | 33.59% | -11.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.89% | 37.82% | -6.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.18% | 30.47% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.41% | 28.73% | +0.68% |
Dividends
CVS vs. ARTY - Dividend Comparison
CVS's dividend yield for the trailing twelve months is around 2.68%, more than ARTY's 0.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTY iShares Future AI & Tech ETF | 0.06% | 0.00% | 0.50% | 0.88% | 0.75% | 2.41% | 0.53% | 0.69% | 0.34% | 0.00% | 0.00% | 0.00% |
CVS CVS Health Corporation | 2.68% | 3.35% | 5.93% | 3.06% | 2.36% | 1.94% | 2.93% | 2.69% | 3.05% | 2.76% | 2.15% | 1.43% |
Frequently Asked Questions
CVS and ARTY have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTY has higher volatility (15.22%) compared to CVS (8.31%). In terms of maximum drawdown, CVS dropped -64.07% vs ARTY's -54.50%.
CVS currently has the higher Sharpe Ratio (2.00 vs 1.84), 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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