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XAIX vs. ARTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XAIX vs. ARTY

Last updated Aug 2, 2026
Documentation

XAIX (Xtrackers Artificial Intelligence and Big Data ETF) and ARTY (iShares Future AI & Tech ETF) are both Artificial Intelligence funds - XAIX tracks the Nasdaq Global Artificial Intelligence and Big Data Index while ARTY tracks the Morningstar Global Artificial Intelligence Select Index (Net). Both are passively managed. Over the past year, XAIX returned 41.00% vs 57.81% for ARTY. Their correlation of 0.90 means they have usually moved in the same direction. XAIX charges 0.35%/yr vs 0.47%/yr for ARTY.

Performance

XAIX vs. ARTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers Artificial Intelligence and Big Data ETF (XAIX) and iShares Future AI & Tech ETF (ARTY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XAIX achieves a 23.93% return, which is significantly lower than ARTY's 38.42% return.

XAIX

1D
1.60%
1M
-2.20%
6M
21.95%
YTD
23.93%
1Y
41.00%
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
35.89%

ARTY

1D
0.60%
1M
-6.25%
6M
29.47%
YTD
38.42%
1Y
57.81%
3Y*
25.12%
5Y*
9.92%
10Y*
—
ALL TIME*
14.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

ARTY

iShares Future AI & Tech ETF
$36.04M$40.00M$59.74M

XAIX

Xtrackers Artificial Intelligence and Big Data ETF
$920.82K$1.57M$1.97M

XAIX vs. ARTY - Yearly Performance Comparison

2026 (YTD)20252024
XAIX
Xtrackers Artificial Intelligence and Big Data ETF		23.93%29.05%15.21%
ARTY
iShares Future AI & Tech ETF		38.42%29.97%14.94%

Correlation

The correlation between XAIX and ARTY is 0.90, meaning they have usually moved in the same direction, including during past declines.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.90

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2024

0.90

The correlation between XAIX and ARTY has been stable across timeframes, ranging from 0.90 to 0.90 - a consistent structural relationship.

XAIX vs. ARTY - Sectors Allocation Comparison

Sectors
XAIX
ARTY

Technology

79.0%
87.8%

Communication Services

10.4%
3.0%

Consumer Cyclical

6.1%

-

Financial Services

4.4%
0.7%

Industrials

0.1%
5.3%

Healthcare

0.0%
0.9%

Consumer Defensive

0.0%

-

Basic Materials

0.0%

-

Energy

0.0%

-

Utilities

0.0%
1.6%

Real Estate

-

1.4%

Technology

XAIX
79.0%
ARTY
87.8%

Communication Services

XAIX
10.4%
ARTY
3.0%

Consumer Cyclical

XAIX
6.1%
ARTY

-

Financial Services

XAIX
4.4%
ARTY
0.7%

Industrials

XAIX
0.1%
ARTY
5.3%

Healthcare

XAIX
0.0%
ARTY
0.9%

Consumer Defensive

XAIX
0.0%
ARTY

-

Basic Materials

XAIX
0.0%
ARTY

-

Energy

XAIX
0.0%
ARTY

-

Utilities

XAIX
0.0%
ARTY
1.6%

Real Estate

XAIX

-

ARTY
1.4%

Compare stocks, funds, or ETFs

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

Xtrackers Artificial Intelligence and Big Data ETF

iShares Future AI & Tech ETF

Often compared with XAIX:
XAIX vs. AIQXAIX vs. SMHXAIX vs. BOTZXAIX vs. SPYXAIX vs. XDWT.LXAIX vs. QQQMXAIX vs. IGPT
Often compared with ARTY:
ARTY vs. BOTZARTY vs. QQQARTY vs. ARKQARTY vs. AIQARTY vs. BAIARTY vs. SPYARTY vs. IETC

Return for Risk

XAIX vs. ARTY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
XAIX
XAIX Risk / Return Rank: 6060
Overall Rank
XAIX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
XAIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
XAIX Omega Ratio Rank: 5959
Omega Ratio Rank
XAIX Calmar Ratio Rank: 6464
Calmar Ratio Rank
XAIX Martin Ratio Rank: 5757
Martin Ratio Rank
ARTY
ARTY Risk / Return Rank: 6060
Overall Rank
ARTY Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
ARTY Sortino Ratio Rank: 5656
Sortino Ratio Rank
ARTY Omega Ratio Rank: 5757
Omega Ratio Rank
ARTY Calmar Ratio Rank: 6565
Calmar Ratio Rank
ARTY Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XAIX vs. ARTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Artificial Intelligence and Big Data ETF (XAIX) 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.

XAIXARTYDifference
Sharpe ratioReturn per unit of total volatility
1.45
1.44

+0.01

Sortino ratioReturn per unit of downside risk
1.97
1.93

+0.04

Omega ratioGain probability vs. loss probability

1.25

1.25

+0.01

Calmar ratioReturn relative to maximum drawdown

2.21

2.24

-0.03

Martin ratioReturn relative to average drawdown

6.70

7.25

-0.55

XAIX vs. ARTY - Sharpe Ratio Comparison

The current XAIX Sharpe Ratio is 1.45, which is comparable to the ARTY Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of XAIX and ARTY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

XAIX vs. ARTY - Drawdown Comparison

The maximum XAIX drawdown since its inception was -23.95%, smaller than the maximum ARTY drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for XAIX and ARTY.

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Drawdown Indicators

XAIXARTYDifference

Max Drawdown

Largest peak-to-trough decline

-23.95%

-54.50%

+30.55%

Max Drawdown (1Y)

Largest decline over 1 year

-16.95%

-24.00%

+7.05%

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

-12.74%

-17.41%

+4.67%

Average Drawdown

Average peak-to-trough decline

-3.99%

-19.68%

+15.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.59%

7.42%

-1.83%

Volatility

XAIX vs. ARTY - Volatility Comparison

The current volatility for Xtrackers Artificial Intelligence and Big Data ETF (XAIX) is 9.18%, while iShares Future AI & Tech ETF (ARTY) has a volatility of 14.17%. This indicates that XAIX 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

XAIXARTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.18%

14.17%

-4.99%

Volatility (6M)

Calculated over the trailing 6-month period

22.99%

33.16%

-10.17%

Volatility (1Y)

Calculated over the trailing 1-year period

25.88%

37.34%

-11.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.09%

30.29%

-5.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.09%

28.64%

-3.55%

XAIX vs. ARTY - Expense Ratio Comparison

XAIX has a 0.35% expense ratio, which is lower than ARTY's 0.47% expense ratio.

Dividends

XAIX vs. ARTY - Dividend Comparison

XAIX's dividend yield for the trailing twelve months is around 0.42%, 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%
XAIX
Xtrackers Artificial Intelligence and Big Data ETF		0.42%0.54%0.08%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.90, XAIX and ARTY move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

ARTY has higher volatility (14.17%) compared to XAIX (9.18%). In terms of maximum drawdown, XAIX dropped -23.95% vs ARTY's -54.50%.

On 1-year performance, ARTY leads with 57.81% vs 41.00% for XAIX. On fees, XAIX is cheaper at 0.35% per year. On volatility, XAIX has been the lower-risk option at 9.18%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, ARTY has performed better with a 57.81% return vs 41.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XAIX is cheaper with a 0.35% expense ratio, compared with 0.47% for ARTY.

XAIX has the higher dividend yield at 0.42%, compared with 0.07% for ARTY.

XAIX tracks Nasdaq Global Artificial Intelligence and Big Data Index, while ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net). They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.35% for XAIX and 0.47% for ARTY.

XAIX currently has the higher Sharpe Ratio (1.45 vs 1.44), 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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