PortfoliosLab logoPortfoliosLab logo
GXPS vs. ARTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GXPS vs. ARTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X PureCap MSCI Consumer Staples ETF (GXPS) and iShares Future AI & Tech ETF (ARTY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, GXPS achieves a 11.55% return, which is significantly lower than ARTY's 37.17% return.


GXPS

1D
2.86%
1M
-0.21%
6M
5.56%
YTD
11.55%
1Y
3Y*
5Y*
10Y*

ARTY

1D
-3.96%
1M
-12.00%
6M
29.64%
YTD
37.17%
1Y
57.99%
3Y*
24.09%
5Y*
10.07%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GXPS vs. ARTY - Yearly Performance Comparison


Correlation

The correlation between GXPS and ARTY is -0.34, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 23, 2025

-0.34

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

GXPS vs. ARTY — Risk / Return Rank

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

GXPS

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


ARTY
ARTY Risk / Return Rank: 6161
Overall Rank
ARTY Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
ARTY Sortino Ratio Rank: 5252
Sortino Ratio Rank
ARTY Omega Ratio Rank: 5454
Omega Ratio Rank
ARTY Calmar Ratio Rank: 7676
Calmar Ratio Rank
ARTY Martin Ratio Rank: 6464
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.

GXPS vs. ARTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X PureCap MSCI Consumer Staples ETF (GXPS) 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.


GXPSARTYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.27

Calmar ratioReturn relative to maximum drawdown

3.10

Martin ratioReturn relative to average drawdown

9.06

GXPS vs. ARTY - Sharpe Ratio Comparison


Loading charts...

Drawdowns

GXPS vs. ARTY - Drawdown Comparison

The maximum GXPS drawdown since its inception was -9.20%, smaller than the maximum ARTY drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for GXPS and ARTY.


Loading charts...

Drawdown Indicators


GXPSARTYDifference

Max Drawdown

Largest peak-to-trough decline

-9.20%

-54.50%

+45.30%

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 Drawdown

Current decline from peak

-4.18%

-18.16%

+13.98%

Average Drawdown

Average peak-to-trough decline

-4.08%

-19.69%

+15.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.42%

Volatility

GXPS vs. ARTY - Volatility Comparison


Loading charts...

Volatility by Period


GXPSARTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.31%

Volatility (6M)

Calculated over the trailing 6-month period

31.53%

Volatility (1Y)

Calculated over the trailing 1-year period

14.71%

35.60%

-20.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.71%

29.90%

-15.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.71%

28.43%

-13.72%

GXPS vs. ARTY - Expense Ratio Comparison

GXPS has a 0.25% expense ratio, which is lower than ARTY's 0.47% expense ratio.


Dividends

GXPS vs. ARTY - Dividend Comparison

GXPS's dividend yield for the trailing twelve months is around 1.24%, more than ARTY's 0.07% yield.


PositionTTM20252024202320222021202020192018
ARTY
iShares Future AI & Tech ETF
0.07%0.00%0.50%0.88%0.75%2.41%0.53%0.69%0.34%
GXPS
Global X PureCap MSCI Consumer Staples ETF
1.24%0.59%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


GXPS and ARTY have a correlation of -0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GXPS is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GXPS is cheaper with a 0.25% expense ratio, compared with 0.47% for ARTY.

GXPS has the higher dividend yield at 1.24%, compared with 0.07% for ARTY.

GXPS is categorized as Consumer Staples Equities, while ARTY is Technology Equities. GXPS tracks MSCI USA Consumer Staples Index, while ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net). They also come from different issuers: Global X and iShares. Their fees differ too: 0.25% for GXPS and 0.47% for ARTY.

Portfolio Optimizer

Find the right allocation for GXPS and ARTY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer