GTEYX vs. ARTY
GTEYX (Gateway Fund Class Y Shares) and ARTY (iShares Future AI & Tech ETF) are both funds - GTEYX is a Options Trading fund managed by Natixis, while ARTY is a Technology Equities fund tracking the Morningstar Global Artificial Intelligence Select Index (Net). Over the past 5 years, GTEYX returned 6.92%/yr vs 13.27%/yr for ARTY. A 0.74 correlation means they provide meaningful diversification when combined. GTEYX charges 0.70%/yr vs 0.47%/yr for ARTY.
Performance
GTEYX vs. ARTY - Performance Comparison
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Returns By Period
In the year-to-date period, GTEYX achieves a 3.54% return, which is significantly lower than ARTY's 60.68% return.
GTEYX
- 1D
- 0.15%
- 1M
- -0.26%
- YTD
- 3.54%
- 6M
- 4.00%
- 1Y
- 12.64%
- 3Y*
- 11.23%
- 5Y*
- 6.92%
- 10Y*
- 6.94%
ARTY
- 1D
- 5.66%
- 1M
- 17.65%
- YTD
- 60.68%
- 6M
- 63.32%
- 1Y
- 104.26%
- 3Y*
- 32.85%
- 5Y*
- 13.27%
- 10Y*
- —
GTEYX vs. ARTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | 3.54% | 10.28% | 15.82% | 14.70% | -11.84% | 11.49% | 7.19% | 11.12% | -3.64% |
ARTY iShares Future AI & Tech ETF | 60.68% | 29.97% | 8.02% | 36.37% | -37.89% | 6.32% | 48.85% | 34.47% | -13.76% |
Correlation
The correlation between GTEYX and ARTY is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2018 | 0.74 |
The correlation between GTEYX and ARTY shifts across timeframes, from 0.63 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
GTEYX vs. ARTY — Risk / Return Rank
GTEYX
ARTY
GTEYX vs. ARTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund Class Y Shares (GTEYX) 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.
| GTEYX | ARTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.47 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 5.57 | -3.02 |
| Martin ratioReturn relative to average drawdown | 11.92 | 18.40 | -6.48 |
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Drawdowns
GTEYX vs. ARTY - Drawdown Comparison
The maximum GTEYX drawdown since its inception was -16.58%, smaller than the maximum ARTY drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for GTEYX and ARTY.
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Drawdown Indicators
| GTEYX | ARTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.58% | -54.50% | +37.92% |
Max Drawdown (1Y)Largest decline over 1 year | -5.98% | -18.81% | +12.83% |
Max Drawdown (3Y)Largest decline over 3 years | -11.48% | -32.44% | +20.96% |
Max Drawdown (5Y)Largest decline over 5 years | -16.25% | -50.53% | +34.28% |
Max Drawdown (10Y)Largest decline over 10 years | -16.25% | — | — |
Current DrawdownCurrent decline from peak | -1.35% | -4.13% | +2.78% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -19.80% | +17.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 5.69% | -4.49% |
Volatility
GTEYX vs. ARTY - Volatility Comparison
The current volatility for Gateway Fund Class Y Shares (GTEYX) is 2.19%, while iShares Future AI & Tech ETF (ARTY) has a volatility of 18.52%. This indicates that GTEYX 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
| GTEYX | ARTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.19% | 18.52% | -16.33% |
Volatility (6M)Calculated over the trailing 6-month period | 6.07% | 29.30% | -23.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.38% | 33.37% | -25.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.60% | 29.33% | -19.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.91% | 28.18% | -19.27% |
GTEYX vs. ARTY - Expense Ratio Comparison
GTEYX has a 0.70% expense ratio, which is higher than ARTY's 0.47% expense ratio.
Dividends
GTEYX vs. ARTY - Dividend Comparison
GTEYX's dividend yield for the trailing twelve months is around 0.35%, 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% |
GTEYX Gateway Fund Class Y Shares | 0.35% | 0.39% | 0.65% | 0.90% | 0.89% | 0.66% | 1.06% | 1.32% | 1.41% | 1.24% | 1.60% | 2.09% |
Frequently Asked Questions
GTEYX and ARTY have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTY has higher volatility (18.52%) compared to GTEYX (2.19%). In terms of maximum drawdown, GTEYX dropped -16.58% vs ARTY's -54.50%.
ARTY currently has the higher Sharpe Ratio (3.15 vs 2.07), 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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