ARTY vs VYM
iShares Future AI & Tech ETF vs Vanguard High Dividend Yield ETF
Which is better, ARTY or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. ARTY led over 1Y and the full window. VYM is less concentrated, with 25.9% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.47% | 0.04%Best |
| AUM | $4.0B | $81.6B |
| Dividend Yield | 0.07% | 2.24% |
| Holdings | 65 | 613 |
| YTD Return | +49.97%Best | +15.29% |
| 1Y Return | +76.50%Best | +22.23% |
| 3Y Return (annualized) | - | +18.81% |
| 5Y Return (annualized) | - | +12.14% |
| Volatility (annualized) | 34.5% | 10.0%Best |
| Max Drawdown | -32.4% | -14.5%Best |
| $10,000 over 2.2 years | $22,121Best | $14,643 |
| Top 10 Weight | 41.8% | 25.9%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 26, 2018 | Nov 10, 2006 |
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 VYM 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 VYM Performance
iShares Future AI & Tech ETF (ARTY) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ARTY returned +76.50% while VYM returned +22.23%. Year to date, ARTY is up 49.97% versus a gain of 15.29% for VYM.
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 10.0% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ARTY charges 0.47% per year while VYM charges 0.04%. On a $10,000 position that is $47 vs $4 annually, a gap of $43 per year that compounds over a long holding period. On income, ARTY currently yields 0.07% against 2.24% for VYM.
Holdings Overlap
11.0% of ARTY's money is in holdings VYM also owns. 9.5% of VYM's money is in holdings ARTY also owns.
ARTY and VYM share little of their money.
4 positions in common, counted across the 50 positions we hold weights for in ARTY and 603 in VYM, against full books of 65 and 613.
What only one of them owns
Our book lists 566 positions for VYM that do not appear in our book for ARTY (88.0% of the fund), and 26 for ARTY that do not appear in VYM (55.6%).
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.
You are not choosing between two funds in isolation.
Whichever of ARTY and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ARTY or VYM?
ARTY has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, ARTY or VYM?
Over the past year ARTY returned +76.50% vs +22.23% for VYM, so ARTY leads on 1-year performance. Over the longest common window we track (2 years), ARTY annualized +43.46% vs +18.93% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARTY or VYM?
ARTY has been the more volatile fund at 34.5% annualized versus 10.0% for VYM. Worst drawdown: ARTY -32.4% vs VYM -14.5%.
Should I hold both ARTY and VYM?
ARTY and VYM have a monthly-return correlation of 0.43, 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 VYM?
11.0% of ARTY's money is in holdings VYM also owns. 9.5% of VYM's is in holdings ARTY also owns. They hold 4 positions in common, counted across the 50 positions we hold weights for in ARTY and 603 in VYM.
Which pays a higher dividend, ARTY or VYM?
ARTY yields 0.07% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than ARTY?
VYM has a lower expense ratio. ARTY led over 1Y and the full window. VYM is less concentrated, with 25.9% 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.