ARTY vs QQQ
iShares Future AI & Tech ETF vs Invesco QQQ Trust, Series 1
Which is better, ARTY or QQQ?
Nearly the same fund. QQQ costs less.
QQQ has a lower expense ratio. ARTY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. ARTY is less concentrated, with 41.8% of the fund in its ten largest positions against 46.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ARTY | QQQ |
|---|---|---|
| Expense Ratio | 0.47% | 0.18%Best |
| AUM | $4.0B | $486.1B |
| Dividend Yield | 0.07% | 0.44% |
| Holdings | 65 | 107 |
| YTD Return | +49.97%Best | +17.33% |
| 1Y Return | +76.50%Best | +26.50% |
| 3Y Return (annualized) | - | +24.58% |
| 5Y Return (annualized) | - | +14.15% |
| Volatility (annualized) | 34.5% | 17.6%Best |
| Max Drawdown | -32.4% | -22.8%Best |
| $10,000 over 2.2 years | $22,121Best | $14,940 |
| Top 10 Weight | 41.8%Best | 46.5% |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 26, 2018 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 17, 2024 to Sep 3, 2026 (2.2 years).
ARTY vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.
ARTY vs QQQ Performance
iShares Future AI & Tech ETF (ARTY) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year ARTY returned +76.50% while QQQ returned +26.50%. Year to date, ARTY is up 49.97% versus a gain of 17.33% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARTY has been the more volatile fund, with annualized monthly volatility of 34.5% compared with 17.6% 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 -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
41.9% of ARTY's money is in holdings QQQ also owns. 30.3% of QQQ's money is in holdings ARTY also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 50 positions we hold weights for in ARTY and 102 in QQQ, against full books of 65 and 107.
What only one of them owns
Our book lists 83 positions for QQQ that do not appear in our book for ARTY (67.3% of the fund), and 17 for ARTY that do not appear in QQQ (24.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ARTY | Weight in QQQ | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 5.03% | 8.44% | 3.41% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 3.26% | 5.76% | 2.50% |
| MUMicron Technology, Inc. | 4.38% | 4.43% | 0.05% |
| AVGOBroadcom Inc | 4.94% | 3.16% | 1.78% |
| AMDAdvanced Micro Devices Inc | 4.56% | 3.45% | 1.11% |
| PLTRPalantir Technologies Inc | 3.11% | 1.60% | 1.51% |
| CRWVCoreweave, Inc. | 4.05% | 0.18% | 3.87% |
| MRVLMarvell Technology Group Ltd. | 3.38% | 0.81% | 2.57% |
| STXSeagate Technology Holdings Plc | 2.55% | 0.83% | 1.72% |
| WDCWestern Digital Corp Company Guar 11/28 3 | 2.49% | 0.79% | 1.70% |
41.9% of ARTY is already inside QQQ.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $29 a year on a $10,000 investment.
Which performed better, ARTY or QQQ?
Over the past year ARTY returned +76.50% vs +26.50% for QQQ, so ARTY leads on 1-year performance. Over the longest common window we track (2 years), ARTY annualized +43.46% vs +20.02% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARTY or QQQ?
ARTY has been the more volatile fund at 34.5% annualized versus 17.6% for QQQ. Worst drawdown: ARTY -32.4% vs QQQ -22.8%.
Should I hold both ARTY and QQQ?
ARTY and QQQ have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between ARTY and QQQ?
41.9% of ARTY's money is in holdings QQQ also owns. 30.3% of QQQ's is in holdings ARTY also owns. They hold 13 positions in common, counted across the 50 positions we hold weights for in ARTY and 102 in QQQ.
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.
Is QQQ better than ARTY?
QQQ has a lower expense ratio. ARTY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. ARTY is less concentrated, with 41.8% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.