USMD vs. AIS
USMD (CoreValues America First Technology ETF) and AIS (VistaShares Artificial Intelligence Supercycle ETF) are both Technology Equities funds. Both are actively managed. Their correlation of 0.84 suggests significant overlap in exposure. USMD charges 0.87%/yr vs 0.75%/yr for AIS.
Performance
USMD vs. AIS - Performance Comparison
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Returns By Period
USMD
- 1D
- -0.97%
- 1M
- -5.41%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AIS
- 1D
- -3.16%
- 1M
- -11.79%
- 6M
- 76.04%
- YTD
- 89.83%
- 1Y
- 153.72%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USMD vs. AIS - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
USMD CoreValues America First Technology ETF | 21.52% |
AIS VistaShares Artificial Intelligence Supercycle ETF | 75.35% |
Correlation
The correlation between USMD and AIS is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 6, 2026 | 0.84 |
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Return for Risk
USMD vs. AIS — Risk / Return Rank
USMD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AIS
USMD vs. AIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CoreValues America First Technology ETF (USMD) 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.
| USMD | AIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.48 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 8.18 | — |
| Martin ratioReturn relative to average drawdown | — | 25.28 | — |
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Drawdowns
USMD vs. AIS - Drawdown Comparison
The maximum USMD drawdown since its inception was -10.35%, smaller than the maximum AIS drawdown of -32.78%. Use the drawdown chart below to compare losses from any high point for USMD and AIS.
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Drawdown Indicators
| USMD | AIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.35% | -32.78% | +22.43% |
Max Drawdown (1Y)Largest decline over 1 year | — | -18.90% | — |
Current DrawdownCurrent decline from peak | -8.83% | -18.90% | +10.07% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -5.74% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.11% | — |
Volatility
USMD vs. AIS - Volatility Comparison
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Volatility by Period
| USMD | AIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 22.79% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 40.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 26.33% | 44.78% | -18.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.33% | 42.58% | -16.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.33% | 42.58% | -16.25% |
USMD vs. AIS - Expense Ratio Comparison
USMD has a 0.87% expense ratio, which is higher than AIS's 0.75% expense ratio.
Dividends
USMD vs. AIS - Dividend Comparison
Neither USMD nor AIS has paid dividends to shareholders.
Frequently Asked Questions
USMD and AIS have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AIS is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AIS is cheaper with a 0.75% expense ratio, compared with 0.87% for USMD.
USMD and AIS have nearly identical dividend yields, around 0.00%.
They also come from different issuers: CoreValues and VistaShares. Their fees differ too: 0.87% for USMD and 0.75% for AIS.
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