ARTY vs SPY
iShares Future AI & Tech ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, ARTY or SPY?
Large Cap Growth against Large Cap Blend.
SPY has a lower expense ratio. ARTY led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 41.8%.
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 | SPY |
|---|---|---|
| Expense Ratio | 0.47% | 0.09%Best |
| AUM | $4.0B | $814.4B |
| Dividend Yield | 0.07% | 1.01% |
| Holdings | 65 | 505 |
| YTD Return | +49.97%Best | +13.78% |
| 1Y Return | +76.50%Best | +21.44% |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 34.5% | 11.9%Best |
| Max Drawdown | -32.4% | -18.8%Best |
| $10,000 over 2.2 years | $22,121Best | $14,484 |
| Top 10 Weight | 41.8% | 38.0%Best |
| Fund Family | iShares by BlackRock (US) | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jun 26, 2018 | Jan 22, 1993 |
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 SPY 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 SPY Performance
iShares Future AI & Tech ETF (ARTY) is an ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year ARTY returned +76.50% while SPY returned +21.44%. Year to date, ARTY is up 49.97% versus a gain of 13.78% for SPY.
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 11.9% 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 -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
49.3% of ARTY's money is in holdings SPY also owns. 21.6% of SPY's money is in holdings ARTY also owns.
The two portfolios partly overlap.
16 positions in common, counted across the 50 positions we hold weights for in ARTY and 504 in SPY, against full books of 65 and 505.
What only one of them owns
Our book lists 480 positions for SPY that do not appear in our book for ARTY (77.9% of the fund), and 14 for ARTY that do not appear in SPY (17.3%).
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 SPY | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 5.03% | 7.71% | 2.68% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 3.26% | 5.50% | 2.24% |
| AVGOBroadcom Inc | 4.94% | 2.97% | 1.97% |
| MUMicron Technology, Inc. | 4.38% | 1.51% | 2.87% |
| AMDAdvanced Micro Devices Inc | 4.56% | 1.27% | 3.29% |
| MRVLMarvell Technology Group Ltd. | 3.38% | 0.29% | 3.09% |
| PLTRPalantir Technologies Inc | 3.11% | 0.56% | 2.55% |
| ORCLOracle Corp - Common | 3.15% | 0.37% | 2.78% |
| SMCISuper Micro Computer Inc Common Stock USD.001 | 3.46% | 0.03% | 3.43% |
| ANETArista Networks Inc. | 2.96% | 0.30% | 2.66% |
49.3% of ARTY is already inside SPY.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $38 a year on a $10,000 investment.
Which performed better, ARTY or SPY?
Over the past year ARTY returned +76.50% vs +21.44% for SPY, so ARTY leads on 1-year performance. Over the longest common window we track (2 years), ARTY annualized +43.46% vs +18.34% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARTY or SPY?
ARTY has been the more volatile fund at 34.5% annualized versus 11.9% for SPY. Worst drawdown: ARTY -32.4% vs SPY -18.8%.
Should I hold both ARTY and SPY?
ARTY and SPY have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ARTY and SPY?
49.3% of ARTY's money is in holdings SPY also owns. 21.6% of SPY's is in holdings ARTY also owns. They hold 16 positions in common, counted across the 50 positions we hold weights for in ARTY and 504 in SPY.
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.
Is SPY better than ARTY?
SPY has a lower expense ratio. ARTY led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.