ORCL vs. AIQ

Last updated Jul 21, 2026

ORCL (Oracle Corporation) is a stock, while AIQ (Global X Artificial Intelligence & Technology ETF) is Technology Equities fund tracking the Indxx Artificial Intelligence & Big Data Index. Over the past 5 years, ORCL returned 7.68%/yr vs 14.38%/yr for AIQ. A 0.57 correlation means they provide meaningful diversification when combined.

Performance

ORCL vs. AIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oracle Corporation (ORCL) and Global X Artificial Intelligence & Technology ETF (AIQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ORCL achieves a -37.12% return, which is significantly lower than AIQ's 16.28% return.

ORCL

• 1D: -3.98%
• 1M: -33.91%
• 6M: -36.04%
• YTD: -37.12%
• 1Y: -49.98%
• 3Y*: 2.24%
• 5Y*: 7.68%
• 10Y*: 13.12%
• ALL TIME*: 21.29%

AIQ

• 1D: 0.75%
• 1M: -11.47%
• 6M: 12.99%
• YTD: 16.28%
• 1Y: 33.44%
• 3Y*: 27.54%
• 5Y*: 14.38%
• 10Y*: —
• ALL TIME*: 18.64%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ORCL vs. AIQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
ORCL Oracle Corporation	-37.12%	18.13%	59.99%	30.94%	-4.65%	36.89%	24.25%	19.34%	-2.78%
AIQ Global X Artificial Intelligence & Technology ETF	16.28%	31.89%	24.11%	55.39%	-36.44%	17.09%	52.88%	39.94%	-14.05%

Correlation

The correlation between ORCL and AIQ is 0.55, 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	0.55
Correlation (3Y) Calculated over the trailing 3-year period	0.60
Correlation (5Y) Calculated over the trailing 5-year period	0.60
Correlation (All Time) Calculated using the full available price history since May 16, 2018	0.57

The correlation between ORCL and AIQ has been stable across timeframes, ranging from 0.55 to 0.60 - a consistent structural relationship.

Return for Risk

ORCL vs. AIQ — Risk / Return Rank

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

ORCL

ORCL Risk / Return Rank: 12
ORCL Sharpe Ratio Rank: 12
ORCL Sortino Ratio Rank: 10
ORCL Omega Ratio Rank: 13
ORCL Calmar Ratio Rank: 13
ORCL Martin Ratio Rank: 13

AIQ

AIQ Risk / Return Rank: 46
AIQ Sharpe Ratio Rank: 45
AIQ Sortino Ratio Rank: 41
AIQ Omega Ratio Rank: 43
AIQ Calmar Ratio Rank: 54
AIQ Martin Ratio Rank: 46

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.

ORCL vs. AIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oracle Corporation (ORCL) and Global X Artificial Intelligence & Technology ETF (AIQ). 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.

	ORCL	AIQ	Difference
Sharpe ratio: Return per unit of total volatility	-0.77	1.21	-1.98
Sortino ratio: Return per unit of downside risk	-1.23	1.66	-2.89
Omega ratio: Gain probability vs. loss probability	0.87	1.22	-0.35
Calmar ratio: Return relative to maximum drawdown	-0.80	2.04	-2.84
Martin ratio: Return relative to average drawdown	-1.28	5.64	-6.92

ORCL vs. AIQ - Sharpe Ratio Comparison

The current ORCL Sharpe Ratio is -0.77, which is lower than the AIQ Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of ORCL and AIQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ORCL vs. AIQ - Drawdown Comparison

The maximum ORCL drawdown since its inception was -84.19%, which is greater than AIQ's maximum drawdown of -44.66%. Use the drawdown chart below to compare losses from any high point for ORCL and AIQ.

Drawdown Indicators

	ORCL	AIQ	Difference
Max Drawdown Largest peak-to-trough decline	-84.19%	-44.66%	-39.53%
Max Drawdown (1Y) Largest decline over 1 year	-62.61%	-16.47%	-46.14%
Max Drawdown (3Y) Largest decline over 3 years	-62.61%	-26.35%	-36.26%
Max Drawdown (5Y) Largest decline over 5 years	-62.61%	-44.66%	-17.95%
Max Drawdown (10Y) Largest decline over 10 years	-62.61%	—	—
Current Drawdown Current decline from peak	-62.61%	-15.68%	-46.93%
Average Drawdown Average peak-to-trough decline	-29.16%	-9.79%	-19.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	39.16%	5.94%	+33.22%

Volatility

ORCL vs. AIQ - Volatility Comparison

Oracle Corporation (ORCL) has a higher volatility of 13.67% compared to Global X Artificial Intelligence & Technology ETF (AIQ) at 11.28%. This indicates that ORCL's price experiences larger fluctuations and is considered to be riskier than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ORCL	AIQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.67%	11.28%	+2.39%
Volatility (6M) Calculated over the trailing 6-month period	42.95%	24.13%	+18.82%
Volatility (1Y) Calculated over the trailing 1-year period	65.37%	27.77%	+37.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.65%	26.26%	+16.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.47%	25.92%	+9.55%

Dividends

ORCL vs. AIQ - Dividend Comparison

ORCL's dividend yield for the trailing twelve months is around 1.65%, more than AIQ's 0.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIQ Global X Artificial Intelligence & Technology ETF	0.08%	0.18%	0.14%	0.16%	0.56%	0.15%	0.50%	0.51%	0.51%	0.00%	0.00%	0.00%
ORCL Oracle Corporation	1.65%	0.97%	0.96%	1.44%	1.57%	1.38%	1.48%	1.72%	1.68%	1.52%	1.56%	1.56%

Frequently Asked Questions

Can I hold both ORCL and AIQ in my portfolio?

ORCL and AIQ have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ORCL or AIQ?

ORCL has higher volatility (13.67%) compared to AIQ (11.28%). In terms of maximum drawdown, ORCL dropped -84.19% vs AIQ's -44.66%.

Which has better risk-adjusted returns?

AIQ currently has the higher Sharpe Ratio (1.21 vs -0.77), 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.