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ARTY vs IVES

iShares Future AI & Tech ETF

ARTYANYSE Arca

Dan Ives Wedbush AI Revolution ETF

IVESCNYSE Arca

Overlap

Expense ratio

ARTY −0.28pt a year

ARTY0.47%IVES0.75%

Avg volume · 30D

ARTY 1.2×the volume

ARTY497KIVES431K

ARTY vs IVES Performance

Oct 31, 2025 – Oct 30, 2026

+33.9%ARTY+7.7%IVES

Oct 31, 2025 to Oct 30, 2026. ARTY +33.9%. IVES +7.7%. Use the arrow keys to read each point.−20%20%60%Oct 2025Apr 2026Oct 2026
Expense ratio
ARTY 0.47%, better
IVES 0.75%
Fund size
ARTY $3.65B
IVES $854M
1Y total return
ARTY +33.9%, better
IVES +7.7%
Yield (12M)
ARTY 0.06%
IVES No data
Holdings
ARTY 65
IVES 31
Avg volume (30D)
ARTY 497K sh, better
IVES 431K sh
NAV per share
ARTY $68.50
IVES $37.17
52W range

ETF.net Grade

ARTY: Cost 83, Risk 47, Mission not scored, Tradability 75, Holdings 69, Durability 91. IVES: Cost 21, Risk 54, Mission not scored, Tradability 85, Holdings 55, Durability 58.
Pillar letters and Scores for ARTY, IVES, with each pillar’s weight
PillarARTYIVES
Cost30% weightA83HigherF21
Mission25% weightNot scoredNot scored
Risk15% weightC47C54Higher
Tradability15% weightA75A85Higher
Holdings10% weightB69HigherB55
Durability5% weightA91HigherB58

Rank among Artificial Intelligence funds

Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. ARTY and IVES are both graded against the same 30 Artificial Intelligence funds, so their Grades compare head to head.

Artificial Intelligence⁠

Category · 30 funds
See all 30 ›

ARTY ranks 3rd and IVES 16th of 30 funds in the Artificial Intelligence Category.

  1. Rank 1AQTUMDefiance Quantum ETFScore 79
  2. Rank 1AXAIXXtrackers Artificial Intelligence and Big Data ETFScore 79
  3. Rank 3AARTYiShares Future AI & Tech ETFScore 72
  4. Rank 4BAIHYDefiance AI Hyperscale Leaders ETFScore 67
  5. Rank 15CTEKYLazard Next Gen Technologies ETFScore 54
  6. Rank 16CIVESDan Ives Wedbush AI Revolution ETFScore 47
  7. Rank 17CPBOTPictet AI & Automation ETFScore 46

Our read on each fund

ETF.net Research

ARTYAiShares Future AI & Tech ETF

IVESCDan Ives Wedbush AI Revolution ETF

In short

ARTY Launched in 2018 as a robotics fund, ARTY switched benchmarks in 2024 and came back as a focused global AI portfolio: about 50 companies across chips, data centers, software and services, at a below-median theme fee.

IVES Wedbush turned its own AI research call into a ticker. IVES tracks a house-built index of roughly 30 AI names, reaching past US megacaps into chip-supply-chain countries like Taiwan, the Netherlands and Israel.

Stated mandate

ARTY The fund seeks to track a global index of companies contributing to artificial-intelligence technologies across software, infrastructure, and services.

IVES The Fund seeks to track, before fees and expenses, the total return of the Solactive Wedbush Artificial Intelligence Index.

Why people hold it

  • ARTY 0.47% a year against a 0.68% median for AI-theme funds. The thematic markup is smaller here than on most of the shelf, though XAIX and QTUM undercut it.
  • Global by design. The index pulls from US and non-US companies contributing to AI across generative AI, data and infrastructure, software and services.ishares.com
  • A multi-billion-dollar, actively traded iShares fund, so getting in and out doesn't hinge on thin volume.
  • Stacks up as one of the stronger builds in a crowded AI cohort on cost, structure and staying power.
  • IVES Concentration is the point: roughly 30 stocks, not 300, so the names the index selects actually move the fund.
  • It doesn't stop at Silicon Valley. The mandate reaches into Taiwan, the Netherlands, Israel and China, where much of the physical AI supply chain sits.
  • Rules first, hunches second. It follows the Solactive Wedbush Artificial Intelligence Index, so the selection logic is written down before you own it.
  • Shares trade actively, which generally keeps the gap between the market price and the fund's underlying value tight for everyday orders.

Worth knowing

  • ARTY The record before August 2024 belongs to a different strategy: as IRBO it tracked a robotics and AI index, then moved to the Morningstar Global AI Select Index.ishares.com
  • About 50 names in one theme. The AI trade sets the tone here, and that concentration works in both directions.
  • Distributions land once or twice a year and are incidental. This is a growth-theme equity fund, not an income holding.
  • IVES At 0.75% a year it sits above the typical AI index fund. XAIX charges 0.35% and ARTY 0.47% for their own takes on the theme.
  • Both the fund and its index launched in 2025, so there's no multi-year record of how closely it has tracked the benchmark.
  • Thirty-odd stocks in one theme cuts both ways: the focus that sharpens the AI bet also makes for a bumpier ride than a broad tech fund.

Full ARTY profile⁠

Full IVES profile⁠

ARTY vs IVES Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

ARTY vs IVES Cost

Overpaying IVES vs ARTY

$5,064

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • ARTY 0.47%

    $9,418

  • IVES 0.75%

    $14,482

$10,000
30 years

Cost over time

  • ARTY 0.47%
  • IVES 0.75%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530IVES $14,482ARTY $9,418

Year by year

YearARTYIVESOverpaying
10$847$1,336$489
20$3,261$5,078$1,817
30$9,418$14,482$5,064

Expense ratio

  • 0.47%ARTY, cheaper
  • 0.75%IVES
  • Middle half of Artificial Intelligence funds
  • Median 0.65%

ARTY 6th cheapest of 30 funds

IVES 22nd cheapest of 30 funds

ARTY vs IVES Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
ARTY 0.06%
IVES No data
Payout (12M)
ARTY $0.04
IVES No data
Last payment
ARTY $0.04
IVES $0.13
Ex-dividend
ARTY Jun 15, 2026
IVES Dec 22, 2025
Paid on
ARTY Jun 18, 2026
IVES Dec 29, 2025
Frequency
ARTY Annual
IVES Irregular

Distribution history

Per share, 2018 to 2026, same scale for both

ARTYAnnual · 16 paymentsAll ARTY payments⁠
One bar per payment. 16 payments from 2018 to 2026 YTD. Sep 26, 2018 $0.03; Dec 17, 2018 $0.04; Jun 17, 2019 $0.12; Dec 16, 2019 $0.07; Jun 15, 2020 $0.04; Dec 14, 2020 $0.17; Jun 10, 2021 $0.09; Dec 13, 2021 $0.91; Jun 9, 2022 $0.13; Dec 13, 2022 $0.06; Jun 7, 2023 $0.15; Dec 20, 2023 $0.15; Jun 11, 2024 $0.12; Dec 17, 2024 $0.07; Jun 16, 2025 $0.000019; Jun 15, 2026 $0.04. Use the arrow keys to read each point.$0$1202020232026YTD
IVESIrregular · 1 paymentAll IVES payments⁠
One bar per payment. 1 payment from 2018 to 2026 YTD. Dec 22, 2025 $0.13. Use the arrow keys to read each point.$0$1202020232026YTD

ARTY vs IVES Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
ARTY 32.7%IVES 32.2%since Jul 2025
Return per unit of riskSharpe ratio, 3 years
ARTY 0.92IVES 0.77since Jul 2025
Worst fallMax drawdown, 5 years
ARTY −50.5%IVES −22.6%since Jun 2025
Market sensitivityBeta, 5 years
ARTY 2.06IVES 2.12

ARTY and IVES in the news

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