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XLE vs. ARTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLE vs. ARTY

Last updated Jun 12, 2026

XLE (State Street Energy Select Sector SPDR ETF) and ARTY (iShares Future AI & Tech ETF) are both exchange-traded funds - XLE is a Energy Equities fund tracking the Energy Select Sector Index, while ARTY is a Technology Equities fund tracking the Morningstar Global Artificial Intelligence Select Index (Net). Both are passively managed. Over the past 5 years, XLE returned 19.94%/yr vs 11.73%/yr for ARTY. At a 0.32 correlation, their price movements are largely independent. XLE charges 0.08%/yr vs 0.47%/yr for ARTY.

Performance

XLE vs. ARTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Energy Select Sector SPDR ETF (XLE) and iShares Future AI & Tech ETF (ARTY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, XLE achieves a 28.59% return, which is significantly lower than ARTY's 50.46% return.

XLE

1D
-1.94%
1M
-0.78%
YTD
28.59%
6M
26.16%
1Y
36.64%
3Y*
16.07%
5Y*
19.94%
10Y*
9.82%

ARTY

1D
5.70%
1M
8.32%
YTD
50.46%
6M
45.65%
1Y
88.63%
3Y*
31.08%
5Y*
11.73%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLE vs. ARTY - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
XLE
State Street Energy Select Sector SPDR ETF		28.59%7.88%5.56%-0.63%64.32%53.28%-32.67%11.74%-22.87%
ARTY
iShares Future AI & Tech ETF		50.46%29.97%8.02%36.37%-37.89%6.32%48.85%34.47%-13.76%

Correlation

The correlation between XLE and ARTY is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.13

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2018

0.32

The correlation between XLE and ARTY shifts across timeframes, from -0.06 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.

XLE vs. ARTY - Sectors Allocation Comparison

Sectors
XLE
ARTY

Energy

100.0%

-

Basic Materials

-

-

Communication Services

-

3.5%

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

0.6%

Industrials

-

5.3%

Real Estate

-

1.2%

Technology

-

87.7%

Utilities

-

1.7%

Energy

XLE
100.0%
ARTY

-

Basic Materials

XLE

-

ARTY

-

Communication Services

XLE

-

ARTY
3.5%

Consumer Cyclical

XLE

-

ARTY

-

Consumer Defensive

XLE

-

ARTY

-

Financial Services

XLE

-

ARTY

-

Healthcare

XLE

-

ARTY
0.6%

Industrials

XLE

-

ARTY
5.3%

Real Estate

XLE

-

ARTY
1.2%

Technology

XLE

-

ARTY
87.7%

Utilities

XLE

-

ARTY
1.7%

Compare stocks, funds, or ETFs

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

State Street Energy Select Sector SPDR ETF

iShares Future AI & Tech ETF

Often compared with XLE:
XLE vs. VDEXLE vs. USOXLE vs. XOPXLE vs. XLUXLE vs. XLKXLE vs. IXCXLE vs. FENY
Often compared with ARTY:
ARTY vs. BOTZARTY vs. QQQARTY vs. ARKQARTY vs. AIQARTY vs. SPYARTY vs. IETCARTY vs. ARKK

Return for Risk

XLE vs. ARTY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XLE
XLE Risk / Return Rank: 6363
Overall Rank
XLE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
XLE Sortino Ratio Rank: 6262
Sortino Ratio Rank
XLE Omega Ratio Rank: 5757
Omega Ratio Rank
XLE Calmar Ratio Rank: 7373
Calmar Ratio Rank
XLE Martin Ratio Rank: 5959
Martin Ratio Rank
ARTY
ARTY Risk / Return Rank: 8787
Overall Rank
ARTY Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
ARTY Sortino Ratio Rank: 8383
Sortino Ratio Rank
ARTY Omega Ratio Rank: 8484
Omega Ratio Rank
ARTY Calmar Ratio Rank: 9090
Calmar Ratio Rank
ARTY Martin Ratio Rank: 8787
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.

XLE vs. ARTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Energy Select Sector SPDR ETF (XLE) 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.

XLEARTYDifference
Sharpe ratioReturn per unit of total volatility
1.79
2.71

-0.92

Sortino ratioReturn per unit of downside risk
2.37
3.07

-0.70

Omega ratioGain probability vs. loss probability

1.29

1.42

-0.13

Calmar ratioReturn relative to maximum drawdown

3.05

4.74

-1.68

Martin ratioReturn relative to average drawdown

8.57

15.74

-7.17

XLE vs. ARTY - Sharpe Ratio Comparison

The current XLE Sharpe Ratio is 1.79, which is lower than the ARTY Sharpe Ratio of 2.71. The chart below compares the historical Sharpe Ratios of XLE 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

XLE vs. ARTY - Drawdown Comparison

The maximum XLE drawdown since its inception was -71.26%, which is greater than ARTY's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for XLE and ARTY.

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Drawdown Indicators

XLEARTYDifference

Max Drawdown

Largest peak-to-trough decline

-71.26%

-54.50%

-16.76%

Max Drawdown (1Y)

Largest decline over 1 year

-12.05%

-18.81%

+6.76%

Max Drawdown (3Y)

Largest decline over 3 years

-20.14%

-32.44%

+12.30%

Max Drawdown (5Y)

Largest decline over 5 years

-26.04%

-50.53%

+24.49%

Max Drawdown (10Y)

Largest decline over 10 years

-66.81%

—

—

Current Drawdown

Current decline from peak

-8.70%

-10.23%

+1.53%

Average Drawdown

Average peak-to-trough decline

-17.97%

-19.81%

+1.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.29%

5.65%

-1.36%

Volatility

XLE vs. ARTY - Volatility Comparison

The current volatility for State Street Energy Select Sector SPDR ETF (XLE) is 7.22%, while iShares Future AI & Tech ETF (ARTY) has a volatility of 17.81%. This indicates that XLE 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

XLEARTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.22%

17.81%

-10.59%

Volatility (6M)

Calculated over the trailing 6-month period

16.80%

28.84%

-12.04%

Volatility (1Y)

Calculated over the trailing 1-year period

20.60%

32.93%

-12.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.06%

29.23%

-3.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.58%

28.12%

+1.46%

XLE vs. ARTY - Expense Ratio Comparison

XLE has a 0.08% expense ratio, which is lower than ARTY's 0.47% expense ratio.

Dividends

XLE vs. ARTY - Dividend Comparison

XLE's dividend yield for the trailing twelve months is around 2.61%, while ARTY has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
ARTY
iShares Future AI & Tech ETF		0.00%0.00%0.50%0.88%0.75%2.41%0.53%0.69%0.34%0.00%0.00%0.00%
XLE
State Street Energy Select Sector SPDR ETF		2.61%3.28%3.36%3.55%3.68%4.21%5.62%6.72%3.54%3.03%2.26%3.39%

Frequently Asked Questions

XLE and ARTY have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ARTY has higher volatility (17.81%) compared to XLE (7.22%). In terms of maximum drawdown, XLE dropped -71.26% vs ARTY's -54.50%.

On 5-year performance, XLE leads with 19.94% vs 11.73% for ARTY. On fees, XLE is cheaper at 0.08% per year. On volatility, XLE has been the lower-risk option at 7.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, XLE has performed better with a 19.94% return vs 11.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XLE is cheaper with a 0.08% expense ratio, compared with 0.47% for ARTY.

XLE has the higher dividend yield at 2.61%, compared with 0.00% for ARTY.

XLE is categorized as Energy Equities, while ARTY is Technology Equities. XLE tracks Energy Select Sector Index, while ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net). They also come from different issuers: State Street and iShares. Their fees differ too: 0.08% for XLE and 0.47% for ARTY.

ARTY currently has the higher Sharpe Ratio (2.71 vs 1.79), 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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