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IWFH vs. AIS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IWFH vs. AIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Virtual Work and Life Multisector ETF (IWFH) and VistaShares Artificial Intelligence Supercycle ETF (AIS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IWFH

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

AIS

1D
-4.96%
1M
5.37%
YTD
111.33%
6M
109.47%
1Y
185.01%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWFH vs. AIS - Yearly Performance Comparison


IWFH vs. AIS - Sectors Allocation Comparison


Sectors
IWFH
AIS

Technology

43.2%
88.5%

Communication Services

31.6%

-

Consumer Cyclical

9.9%

-

Healthcare

9.1%

-

Consumer Defensive

6.3%

-

Basic Materials

-

-

Energy

-

-

Financial Services

-

-0.0%

Industrials

-

7.4%

Real Estate

-

-

Utilities

-

2.6%

Technology

IWFH
43.2%
AIS
88.5%

Communication Services

IWFH
31.6%
AIS

-

Consumer Cyclical

IWFH
9.9%
AIS

-

Healthcare

IWFH
9.1%
AIS

-

Consumer Defensive

IWFH
6.3%
AIS

-

Basic Materials

IWFH

-

AIS

-

Energy

IWFH

-

AIS

-

Financial Services

IWFH

-

AIS
-0.0%

Industrials

IWFH

-

AIS
7.4%

Real Estate

IWFH

-

AIS

-

Utilities

IWFH

-

AIS
2.6%

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Return for Risk

IWFH vs. AIS — Risk / Return Rank

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

IWFH

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


AIS
AIS Risk / Return Rank: 9696
Overall Rank
AIS Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
AIS Sortino Ratio Rank: 9494
Sortino Ratio Rank
AIS Omega Ratio Rank: 9494
Omega Ratio Rank
AIS Calmar Ratio Rank: 9898
Calmar Ratio Rank
AIS Martin Ratio Rank: 9797
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.

IWFH vs. AIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Virtual Work and Life Multisector ETF (IWFH) and VistaShares Artificial Intelligence Supercycle ETF (AIS). 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.


IWFHAISDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.60

Calmar ratioReturn relative to maximum drawdown

11.75

Martin ratioReturn relative to average drawdown

35.48

IWFH vs. AIS - Sharpe Ratio Comparison


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Drawdowns

IWFH vs. AIS - Drawdown Comparison


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Drawdown Indicators


IWFHAISDifference

Max Drawdown

Largest peak-to-trough decline

-32.78%

Max Drawdown (1Y)

Largest decline over 1 year

-15.84%

Current Drawdown

Current decline from peak

-9.72%

Average Drawdown

Average peak-to-trough decline

-5.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.24%

Volatility

IWFH vs. AIS - Volatility Comparison


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Volatility by Period


IWFHAISDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.79%

Volatility (6M)

Calculated over the trailing 6-month period

36.87%

Volatility (1Y)

Calculated over the trailing 1-year period

42.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.30%

IWFH vs. AIS - Expense Ratio Comparison

IWFH has a 0.47% expense ratio, which is lower than AIS's 0.75% expense ratio.


Dividends

IWFH vs. AIS - Dividend Comparison

Neither IWFH nor AIS has paid dividends to shareholders.


PositionTTM202520242023202220212020
AIS
VistaShares Artificial Intelligence Supercycle ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IWFH
iShares Virtual Work and Life Multisector ETF
0.00%0.00%0.05%1.83%0.31%0.00%0.18%

Frequently Asked Questions


On fees, IWFH is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IWFH is cheaper with a 0.47% expense ratio, compared with 0.75% for AIS.

IWFH and AIS have nearly identical dividend yields, around 0.00%.

They also come from different issuers: iShares and VistaShares. Their fees differ too: 0.47% for IWFH and 0.75% for AIS.

Portfolio Optimizer

Find the right allocation for IWFH and AIS

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

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