T vs. ARTY
T (AT&T Inc.) is a stock, while ARTY (iShares Future AI & Tech ETF) is Technology Equities fund tracking the Morningstar Global Artificial Intelligence Select Index (Net). Over the past 5 years, T returned 7.06%/yr vs 11.69%/yr for ARTY. At a 0.15 correlation, their price movements are largely independent.
Performance
T vs. ARTY - Performance Comparison
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Returns By Period
In the year-to-date period, T achieves a -6.13% return, which is significantly lower than ARTY's 54.55% return.
T
- 1D
- 3.21%
- 1M
- -9.70%
- YTD
- -6.13%
- 6M
- -4.67%
- 1Y
- -15.59%
- 3Y*
- 20.20%
- 5Y*
- 7.06%
- 10Y*
- 2.70%
ARTY
- 1D
- -6.30%
- 1M
- 8.26%
- YTD
- 54.55%
- 6M
- 54.11%
- 1Y
- 93.11%
- 3Y*
- 33.04%
- 5Y*
- 11.69%
- 10Y*
- —
T vs. ARTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
T AT&T Inc. | -6.13% | 13.97% | 44.08% | -2.74% | 5.76% | -8.09% | -21.37% | 45.55% | -7.06% |
ARTY iShares Future AI & Tech ETF | 54.55% | 29.97% | 8.02% | 36.37% | -37.89% | 6.32% | 48.85% | 34.47% | -13.76% |
Correlation
The correlation between T and ARTY is -0.29, 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 (1Y) Calculated over the trailing 1-year period | -0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2018 | 0.15 |
The correlation between T and ARTY shifts across timeframes, from -0.29 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
T vs. ARTY — Risk / Return Rank
T
ARTY
T vs. ARTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) 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.
| T | ARTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.43 | ||
| Sortino ratioReturn per unit of downside risk | -3.95 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.42 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.66 | 4.98 | -5.64 |
| Martin ratioReturn relative to average drawdown | -1.40 | 16.28 | -17.68 |
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Drawdowns
T vs. ARTY - Drawdown Comparison
The maximum T drawdown since its inception was -64.15%, which is greater than ARTY's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for T and ARTY.
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Drawdown Indicators
| T | ARTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.15% | -54.50% | -9.65% |
Max Drawdown (1Y)Largest decline over 1 year | -23.57% | -18.81% | -4.76% |
Max Drawdown (3Y)Largest decline over 3 years | -23.57% | -32.44% | +8.87% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -50.53% | +18.52% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | — | — |
Current DrawdownCurrent decline from peak | -20.80% | -7.78% | -13.02% |
Average DrawdownAverage peak-to-trough decline | -15.72% | -19.76% | +4.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.14% | 5.74% | +5.40% |
Volatility
T vs. ARTY - Volatility Comparison
The current volatility for AT&T Inc. (T) is 8.49%, while iShares Future AI & Tech ETF (ARTY) has a volatility of 19.32%. This indicates that T 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
| T | ARTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.49% | 19.32% | -10.83% |
Volatility (6M)Calculated over the trailing 6-month period | 18.37% | 30.00% | -11.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.66% | 34.22% | -11.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.12% | 29.57% | -5.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.79% | 28.30% | -4.51% |
Dividends
T vs. ARTY - Dividend Comparison
T's dividend yield for the trailing twelve months is around 4.87%, 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% |
T AT&T Inc. | 4.87% | 4.47% | 4.87% | 6.62% | 6.66% | 8.46% | 7.23% | 5.22% | 7.01% | 5.04% | 4.51% | 5.46% |
Frequently Asked Questions
T and ARTY have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARTY has higher volatility (19.32%) compared to T (8.49%). In terms of maximum drawdown, T dropped -64.15% vs ARTY's -54.50%.
ARTY currently has the higher Sharpe Ratio (2.74 vs -0.69), 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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