ARTY vs VTI

Quick Verdict

VTI has a lower expense ratio. ARTY delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: ARTYMore Diversified: VTI

Side-by-Side Comparison

MetricARTYVTIWinner
Expense Ratio0.47%0.03%
AUM$4.0B$666.9B
Dividend Yield0.07%1.07%
Holdings693,543
YTD Return+55.63%+14.82%
1Y Return+80.10%+22.43%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)35.7%15.4%
Max Drawdown-32.4%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 26, 2018May 24, 2001

ARTY vs VTI Performance

iShares Future AI & Tech ETF (ARTY) is a ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ARTY returned +80.10% while VTI returned +22.43%. Year to date, ARTY is up 55.63% versus a gain of 14.82% for VTI.

Risk: Volatility and Drawdowns

ARTY has been the more volatile fund, with annualized monthly volatility of 35.7% compared with 15.4% for VTI. 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 -56.6% for VTI. 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 VTI charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, ARTY currently yields 0.07% against 1.07% for VTI.

Holdings Overlap

17.0%overlap

ARTY and VTI share 27 holdings out of 2810 unique holdings combined, representing a 17.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ARTYWeight in VTIDifference
NVDA5.03%6.32%1.29%
AVGO4.94%2.46%2.48%
MSFT3.26%3.81%0.55%
MUProProPro
AMDProProPro
CRWVProProPro
MRVLProProPro
ORCLProProPro
PLTRProProPro
ANETProProPro
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Frequently Asked Questions

Which is cheaper, ARTY or VTI?

ARTY has an expense ratio of 0.47% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, ARTY or VTI?

Over the past year ARTY returned +80.10% vs +22.43% for VTI, so ARTY leads on 1-year performance. Over the longest common window we track (2 years), ARTY annualized +47.29% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, ARTY or VTI?

ARTY has been the more volatile fund at 35.7% annualized versus 15.4% for VTI. Worst drawdown: ARTY -32.4% vs VTI -56.6%.

Should I hold both ARTY and VTI?

ARTY and VTI 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 VTI?

ARTY and VTI share 27 common holdings with a 17.0% weight overlap. Combined, they hold 2810 unique securities.

Which pays a higher dividend, ARTY or VTI?

ARTY yields 0.07% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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