ARTY vs SPY
iShares Future AI & Tech ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. ARTY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ARTY | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.09% | |
| AUM | $4.0B | $821.1B | |
| Dividend Yield | 0.07% | 1.01% | |
| Holdings | 69 | 505 | |
| YTD Return | +55.63% | +14.24% | |
| 1Y Return | +80.10% | +21.71% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.21% | |
| Volatility (annualized) | 35.7% | 15.3% | |
| Max Drawdown | -32.4% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jun 26, 2018 | Jan 22, 1993 |
ARTY vs SPY Performance
iShares Future AI & Tech ETF (ARTY) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year ARTY returned +80.10% while SPY returned +21.71%. Year to date, ARTY is up 55.63% versus a gain of 14.24% for SPY.
Risk: Volatility and Drawdowns
ARTY has been the more volatile fund, with annualized monthly volatility of 35.7% compared with 15.3% for SPY. 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 -56.5% for SPY. 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARTY charges 0.47% per year while SPY charges 0.09%. On a $10,000 position that is $47 vs $9 annually, a gap of $38 per year that compounds over a long holding period. On income, ARTY currently yields 0.07% against 1.01% for SPY.
Holdings Overlap
ARTY and SPY share 16 holdings out of 538 unique holdings combined, representing a 16.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ARTY or SPY?
ARTY has an expense ratio of 0.47% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $38 per year of difference.
Which performed better, ARTY or SPY?
Over the past year ARTY returned +80.10% vs +21.71% for SPY, so ARTY leads on 1-year performance. Over the longest common window we track (2 years), ARTY annualized +47.29% vs +8.86% for SPY. Past performance does not guarantee future results.
Which is riskier, ARTY or SPY?
ARTY has been the more volatile fund at 35.7% annualized versus 15.3% for SPY. Worst drawdown: ARTY -32.4% vs SPY -56.5%.
Should I hold both ARTY and SPY?
ARTY and SPY have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARTY and SPY?
ARTY and SPY share 16 common holdings with a 16.7% weight overlap. Combined, they hold 538 unique securities.
Which pays a higher dividend, ARTY or SPY?
ARTY yields 0.07% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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