ARTY - ETF AI Analysis
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iShares Future AI & Tech ETF (ARTY)
The ETF ARTY, focused on AI and technology, has a solid overall rating driven by strong contributions from holdings like Alphabet (GOOGL) and Arista Networks (ANET). Alphabet benefits from strategic investments in AI and cloud services, while Arista Networks excels in AI and cloud sectors with bullish momentum. However, weaker holdings like Constellation Energy Corporation (CEG), with valuation concerns and moderate technical indicators, slightly temper the fund's overall rating. A key risk factor is the high valuation across several top holdings, which could limit upside potential.
ARTY vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.85B
- Region
- Global
- Expense Ratio
- 0.47%
- Beta
- 1.77
- Issuer
- iShares
- Inception Date
- Jun 26, 2018
- Dividend Yield
- 0.06%
- Asset Class
- Equity
- Index Tracked
- Morningstar Global Artificial Intelligence Select Index - Benchmark TR Net
ARTY Summary
The iShares Future AI & Tech ETF (ARTY) is an investment fund focused on companies driving innovation in robotics and artificial intelligence (AI). It follows the Morningstar Global Artificial Intelligence Select Index and includes well-known tech leaders like Nvidia and Advanced Micro Devices (AMD). This ETF is ideal for investors looking to benefit from the growth of cutting-edge technologies that are transforming industries like healthcare and manufacturing. However, since it heavily invests in technology companies, its performance can be highly sensitive to changes in the tech sector and broader market trends.
How much will it cost me?
The iShares Future AI & Tech ETF (ARTY) has an expense ratio of 0.47%, which means you’ll pay $4.70 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on a specialized niche in AI and robotics, requiring more research and expertise. It’s designed for investors who want targeted exposure to cutting-edge technology sectors.
What would affect this ETF?
The iShares Future AI & Tech ETF (ARTY) could benefit from increasing global adoption of AI and robotics across industries like healthcare and manufacturing, as well as continued innovation from top holdings such as Nvidia and Advanced Micro Devices. However, potential risks include regulatory changes affecting technology companies, global economic slowdowns, or rising interest rates, which could impact growth-focused sectors like technology. The ETF’s heavy reliance on the tech sector also makes it vulnerable to sector-specific downturns.
ARTY Top 10 Holdings
The iShares Future AI & Tech ETF is riding the wave of innovation, with a heavy focus on technology stocks driving its performance. AMD and MongoDB are rising stars, benefiting from strong financial results and strategic growth in AI-related sectors. Nvidia, while a key player in AI, has shown mixed momentum recently, facing valuation concerns and inventory challenges. Meanwhile, Palantir is surging ahead, fueled by its U.S.-centric AI solutions. With nearly 80% of its holdings in technology, this fund is laser-focused on the AI revolution, offering global exposure but concentrated in cutting-edge names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AMD | Advanced Micro Devices | 5.57% | $220.80M | $944.29B | 124.19% | 73Outperform |
 VRT | Vertiv Holdings | ― | ― | ― | ― | 77Outperform |
 NVDA | Nvidia | 4.44% | $175.96M | $5.19T | 7.14% | 76Outperform |
 JP:6857 | Advantest | 2.31% | $91.70M | JPY 24.37T | 92.77% | 75Outperform |
 AVGO | Broadcom | 4.55% | $180.50M | $1.68T | -5.67% | 76Outperform |
 ANET | Arista Networks | 2.54% | $100.63M | $235.50B | 19.10% | 83Outperform |
 MDB | MongoDB | 1.09% | $43.43M | $31.69B | 16.94% | 75Outperform |
 GOOGL | Alphabet Class A | ― | ― | ― | ― | 85Outperform |
 MRVL | Marvell | 5.15% | $204.34M | $220.67B | 184.48% | 76Outperform |
 PLTR | Palantir Technologies | 2.98% | $118.12M | $472.95B | 3.80% | 74Outperform |
ARTY Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ARTY, the sentiment is Positive. The current price of 74.47 is below the 20-day moving average (MA) of 75.00, below the 50-day MA of 75.30, and above the 200-day MA of 64.87, indicating a neutral trend. The MACD of -1.42 indicates Positive momentum. The RSI at 50.81 is Neutral, neither overbought nor oversold. The STOCH value of 67.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ARTY.
ARTY Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ARTY | $74.47 | $52.00(-30.17% Downside) | $3.85B | 0.47% | 69Neutral |
 IGF | $64.74 | $71.48(10.41% Upside) | $10.76B | 0.37% | 65Neutral |
 BAI | $43.62 | $59.28(35.91% Upside) | $13.23B | 0.55% | 60Neutral |
 ARKK | $86.12 | $115.93(34.62% Upside) | $6.58B | 0.75% | 52Neutral |
 ROBO | $78.10 | $99.44(27.32% Upside) | $1.93B | 0.95% | 59Neutral |
 ARKQ | $116.66 | $177.39(52.06% Upside) | $1.83B | 0.75% | 62Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ARTY | iShares Future AI & Tech ETF | 74.47 | 23.39 | 45.79% | |
| IGF | iShares Global Infrastructure ETF | 64.74 | 5.55 | 9.37% | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 43.62 | 6.85 | 18.62% | |
| ARKK | Ark Innovation Etf | 86.12 | -2.86 | -3.21% | |
| ROBO | ROBO Global Robotics & Automation Index ETF | 78.10 | 8.77 | 12.65% | |
| ARKQ | ARK Autonomous Technology & Robotics ETF | 116.66 | -7.24 | -5.84% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.