ARTY vs QQQ
iShares Future AI & Tech ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. ARTY delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | ARTY | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.18% | |
| AUM | $4.0B | $496.3B | |
| Dividend Yield | 0.07% | 0.44% | |
| Holdings | 69 | 108 | |
| YTD Return | +55.63% | +19.52% | |
| 1Y Return | +80.10% | +26.68% | |
| 3Y Return (annualized) | - | +26.64% | |
| 5Y Return (annualized) | - | +15.36% | |
| Volatility (annualized) | 35.7% | 30.6% | |
| Max Drawdown | -32.4% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jun 26, 2018 | Mar 10, 1999 |
ARTY vs QQQ Performance
iShares Future AI & Tech ETF (ARTY) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year ARTY returned +80.10% while QQQ returned +26.68%. Year to date, ARTY is up 55.63% versus a gain of 19.52% for QQQ.
Risk: Volatility and Drawdowns
ARTY has been the more volatile fund, with annualized monthly volatility of 35.7% compared with 30.6% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -32.4% for ARTY and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ARTY charges 0.47% per year while QQQ charges 0.18%. On a $10,000 position that is $47 vs $18 annually, a gap of $29 per year that compounds over a long holding period. On income, ARTY currently yields 0.07% against 0.44% for QQQ.
Holdings Overlap
ARTY and QQQ share 13 holdings out of 139 unique holdings combined, representing a 24.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ARTY or QQQ?
ARTY has an expense ratio of 0.47% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, ARTY or QQQ?
Over the past year ARTY returned +80.10% vs +26.68% for QQQ, so ARTY leads on 1-year performance. Over the longest common window we track (2 years), ARTY annualized +47.29% vs +13.14% for QQQ. Past performance does not guarantee future results.
Which is riskier, ARTY or QQQ?
ARTY has been the more volatile fund at 35.7% annualized versus 30.6% for QQQ. Worst drawdown: ARTY -32.4% vs QQQ -83.0%.
Should I hold both ARTY and QQQ?
ARTY and QQQ have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between ARTY and QQQ?
ARTY and QQQ share 13 common holdings with a 24.3% weight overlap. Combined, they hold 139 unique securities.
Which pays a higher dividend, ARTY or QQQ?
ARTY yields 0.07% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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