Compare · 2 funds side by side · dividends reinvested

ARTY and SPY

ARTYiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

ARTY and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

iShares Future AI & Tech ETFThematic · AI & semis0.47%0.07%+36.2%+27.9%+32.1%+9.0%−24.0%40.6%$3.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ARTY 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Future AI & Tech ETF · $3.5B$15,395

ARTY

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

ARTYMeasureSPY

+36.2%Year to dateJan 1 → Nov 4+13.3%

+27.9%1 yearTotal return+13.4%

+32.1%3 years · per year$10,000 became $23,042 · $19,132+24.1%

+9.0%5 years · per year$10,000 became $15,395 · $18,060+12.6%

0.47%Expense ratio$47 · $9 a year on $10k · lower is better0.09%

0.07%Trailing 12-mo yield$7 · $99 a year on $10k0.99%

−24.0%Worst dropSmaller is better−8.9%

40.6%VolatilityLower is calmer12.9%

ARTYSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ARTY vs SPY: Top 5 Holdings

Today

ARTY

23.6%in top 5

SPY

in top 527.3%

ARTYStockSPY

4.7%NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.2%AMDnot top 5

4.8%AVGOnot top 5

4.6%2330.TWnot top 5

4.3%MUnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common15.8%

End-of-day Nov 4, 2026 · share of each fund

ARTY vs SPY Returns, Every Period

iSharesARTY

+9.0%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

ARTYSPYFaded: behind in that period

3–1ARTY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: ARTY vs SPY

YTD

iSharesARTY

+36.2%

SPYSPDR

+13.3%

+36.2%Year to date+13.3%

−24.0%Worst drop · 1Y−8.9%

40.6%Volatility · 1Y12.9%

0.1%Yield1.0%

$3.5BAssets$805B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ARTY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ARTY0.47%$47

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ARTY, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

ARTY0.07%$7

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ARTY, SPY

Today

15.8%most shared, ARTY and SPY

ARTYSPY

ARTY—15.8%

SPY15.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.9%ARTY, at 40.6% volatility

SPYWorst drop−8.9%12.9% vol

ARTYWorst drop−24.0%40.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYARTY

+13.3%Year to date+36.2%

1.0%Yield0.1%

+13.4%Past year+27.9%

0.09%Fee0.47%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026