ARTY 주가 전망 및 ETF 분석 - 배당·운용보수·보유종목·NAV·RSI·MACD

ARTY

iShares Future AI & Tech ETF

7월 28일 10:39 AM ET (한국 7/28 23:39)

$66.34

-0.37 ▼ -0.55%

ARTY ETF is analyzed across 10 metrics including expense ratio, holdings, sector allocation, dividends, RSI, and MACD.

Total Expense Ratio

0.47%

Annual operating cost

Net Assets (AUM)

$3.5B

약 5조원

Holdings

66 items

Dividend Yield

0.06%

Management Style

Passive

Category ⓘ	Global or ExUS Equities - Factor & Thematic	Asset Type ⓘ	Equities (Stocks)	Return% 1Y ⓘ	56.51%	Total Holdings ⓘ	66	Perf Week ⓘ	1.04%
ETF Type ⓘ	Global Equities	Active/Passive ⓘ	Passive	Return% 3Y ⓘ	24.28%	AUM ⓘ	$3.5B	Perf Month ⓘ	-11.26%
Expense ⓘ	0.47%	NAV ⓘ	$66.66	Return% 5Y ⓘ	10.29%	52W High ⓘ	-18.95%	Perf Quarter ⓘ	6.86%
Dividend TTM ⓘ	$0.04 (0.06%)	Div Gr. 3/5Y ⓘ	-42.69% 0.32%	Return% 10Y ⓘ	-	52W Low ⓘ	63.54%	Perf Half Y ⓘ	27.21%
Flows% 1M ⓘ	1.72%	Flows% YTD ⓘ	25.41%	Return% SI ⓘ	14.59%	Volatility(W/M) ⓘ	2.43% 3.11%	Perf YTD ⓘ	37.69%
SMA20 ⓘ	-5.17%	SMA50 ⓘ	-7.48%	SMA200 ⓘ	17.75%	RSI (14) ⓘ	41.38	Beta ⓘ	1.51
IPO ⓘ	2018/6/28	Prev Close ⓘ	$66.71	Perf Year ⓘ	54.14%	Avg Volume ⓘ	0.86M	Price ⓘ	$66.34

📊 iShares Future AI & Tech ETF (ARTY) Investment Analysis

ETF Overview

iShares Future AI & Tech ETF · Global or ExUS Equities - Factor & Thematic

테크 섹터 — 기술 섹터 ETF (소프트웨어·반도체·하드웨어)

2018년 상장, 8년 운영 중.

The iShares Robotics and Artificial Intelligence Multisector ETF seeks to track the investment performance of the NYSE FactSet Global Robotics and Artificial Intelligence Index™. It typically invests at least 80% of its assets in the underlying index's component securities and investment assets with substantially identical economic characteristics, and may invest up to 20% of its assets in certain futures, options, swaps, and cash-equivalent assets. The underlying index measures the performance of stocks across multiple sectors.

📘 ARTY ETF 자세히 알아보기 →

Globalequitytechnologyrobotics

규모: $3.5B 약 5조원
운용사: iShares (BlackRock)
운용 방식: 패시브 (지수 추종)
상장일: 2018년

Cost Efficiency

Annual Expense Ratio · Category Rank · Long-Term Cost Impact

Average expense ratio — 0.47% annually

Mid-range within the Global or ExUS Equities - Factor & Thematic category.

Effective Annual Expense Ratio (Net Expense Ratio)

평균권

0.47%

My positionMid-range

Low range Average High range

Actual Cost Simulation by Investment Amount

$100.0M

Annual Expense Ratio

$470K

Save $80K per year vs. category average

Category Median Annual Cost

$550K

Based on expense ratio of 0.55%

10-Year Cumulative Expense Ratio (Long-term simulation assuming 7% annual market growth)

$8.5M

8.8% of returns you could have earned goes to the fund manager due to fees

💡 Because the expense ratio takes a slice of your assets every year, costs compound over 10 years and result in far greater losses than a simple sum (annual fee × 10). The 7% annual return assumption is based on the S&P 500's long-term average.

Defaults shown against $100K baseline portfolio. Adjust the slider to update the amount in real time.

Cheaper alternatives in the same category

KLMN

Invesco MSCI North America Climate ETF

0.09%

-0.38%p annually

FINA

Fidelity MSCI North American Subset Index ETF

0.09%

-0.38%p annually

VSGX

Vanguard ESG International Stock ETF

0.10%

-0.37%p annually

* A lower fee does not necessarily mean a better ETF. Consider the tracked index, liquidity, and tax treatment as well.

Long-Term Performance

1-year · 3-year · 5-year · 10-year returns · vs. benchmark · drawdown defense

Upper-tier returns in its category

상위 25% within Global or ExUS Equities - Factor & Thematic.+38.7%p vs. benchmark (SPY) over 1Y.

ℹ️ The "1Y·3Y·5Y·10Y" periods below represent annualized returns (CAGR) measured backward from today. Example: "3Y +12%" means the investment grew at a compounded 12% per year over the past three years.

If you had invested 5 year(s) ago

$100.0M

Today's value

$163.2M

→

Total gain

+$63.2M

Annualized +10.3%

1 Year

2025.07 ~ 2026.07

Annualized +56.51%

상위 25%

Outperformed the benchmark by 38.7%p annually

My positionTop 25%

Low range Average High range

3 Years

2023.07 ~ 2026.07

Annualized +24.28% Cumulative +92.0%

상위 25%

Outperformed the benchmark by 5.3%p annually

My positionTop 25%

Low range Average High range

5 Years

2021.07 ~ 2026.07

Annualized +10.29% Cumulative +63.2%

상위 25%

Trailed the benchmark by 2.6%p annually

My positionTop 25%

Low range Average High range

10Y

2016.07 ~ 2026.07

Listed 2018/6 — under 10 years

8Y Cumulative Total Return Curve

2018-06-28 start, based on a 100M KRW base — read the curve values directly as units of 100M KRW (e.g., 308 → 3.08억 / 308M KRW). Both this ETF and the benchmark are rebased to 100 on the same start date for comparison.

ARTY · Price Only ARTY · Price + Cumulative Dividends ARTY · Dividend Reinvested S&P 500 (SPY)

150

250

350

ℹ️ Price Only: Excludes dividends and tracks pure stock price only. Covered-call and high-dividend ETFs often show a flat or declining line on this view, which is meaningful from a "principal preservation" standpoint. Price + Cumulative Dividend: Share count stays the same and received dividends are accumulated as cash. Closely matches your actual account total assets. Reinvested: Dividends are immediately used to buy additional shares (adjClose-based, the industry standard for total return). The wider the gap between the three lines, the easier it is to gauge the effectiveness of the dividend strategy.

Annual Return Comparison

ETF returns vs S&P 500 (SPY) by calendar year

ARTY S&P 500 (SPY)

+50%

−50%

-14%

2018

+34%

2019

+46%

2020

+7%

2021

-38%

2022

+35%

2023

+11%

2024

+29%

2025

+34%

2026 YTD

ℹ️ Returns from January 1 to December 31 of each year. The current year (2026) column is dimmed to indicate YTD (incomplete). If blue is higher than gray, the ETF outperformed the benchmark in that year.

Win rate vs S&P 500 (SPY)

4 / 8Y

Roughly even with benchmark (50%)

+ 2026 YTD: Ahead (33.7% vs 8.5%)

2018 ✗

2019 ✓

2020 ✓

2021 ✗

2022 ✗

2023 ✓

2024 ✗

2025 ✓

2026 ✓ YTD

ℹ️ Number of winning years versus S&P 500 (SPY) within a completed calendar year (1/1–12/31). The current year (YTD) is reported separately.

Downside Capture

⚠️ 184%

Falls more than the benchmark — vulnerable in drawdowns

<85% (Defend) 85~110% (Track) >110% (Lag)

ℹ️ Average % drop of this ETF when S&P 500 (SPY) is −1%. Based on daily returns over the past 3 years (only days where the benchmark is negative).

Risk Profile

Volatility · Beta · Max Drawdown · Sharpe · Drawdown Recovery History

Overall Risk Grade

High Risk

Significantly more volatile than the market average. Invest only with money you can afford to keep invested for the long haul.

Beta (market sensitivity)

하위 25%

1.51

If the market rises +10% +15.1%

If the market falls -10% -15.1%

My positionBottom 25%

Low range Average High range

ℹ️ A beta of 1.0 moves in line with the market. Above 1 means it moves more than the market; below 1 means less.

Average daily range (last 1 month)

하위 25%

±3.11%

S&P 500 typically ±1.0~1.3% · Bond funds ±0.3% · Leveraged ETFs ±3% or more

Annual volatility trend (past 10 years)

ℹ️ This ETF's average daily price swing. 1% means "on average, moves about ±1% per day." The rolling curve below shows the annualized volatility (long-term standard measure) over time.

Max Drawdown · Past 10 years

-54.5%

Drawdown duration: 20 months

2021-02-16 → 2022-10-14

Recovered in about 3.0 years

2018-06-28 Worst -51% 2026-07-01

ℹ️ Maximum drawdown is the largest peak-to-trough decline in the past. It represents the worst-case loss a long-term investor must psychologically endure.

Sharpe Ratio (Risk-Adjusted Return)

0.40

Weak — Low risk-adjusted returns

ℹ️ Annualized return minus the risk-free rate (3% annualized), divided by annualized volatility. A value above 1.0 is generally considered good risk-adjusted performance.

Estimated Monthly Maximum Loss (VaR 95%)

-11.0%

Historically, monthly losses exceeding this figure occurred only5%of the time.

ℹ️ A statistical estimate meaning "with 95% probability, monthly losses will not exceed this amount." The remaining 5% corresponds to crisis-level events such as financial crises or pandemics.

Dividend Analysis

Yield · Dividend history · After-tax income calculator

Pays dividends, but at a relatively low rate — 0.06% annually

Closer to a blend of growth and dividends.5-year dividend growth rate: +0.3%.

배당수익률

0.06%

주당 배당

$0.04

연간 기준

5년 성장률

0.3%

지급 주기

—

최근 12개월 기준

💰 내가 $100K 투자한다면

연간 배당금 (세후) $51

5년 누적 (세후) $258

* 환율 1 가정, 배당소득세 15% 반영. 5년 누적은 배당 성장률 연 0.32% 가정.

* Qualified dividend middle-bracket approximation. Actual rate varies by total income.

Overall investment appeal

What this ETF fits best — strengths, weaknesses, and target investor profile

Strengths and weaknesses both present Check the fit below to see whether it matches your investing goal.

🎯 목적별 적합도

내가 이 ETF를 어떤 목적으로 활용할 수 있는지 확인하세요.

🌳

장기 보유

수년 이상 꾸준히 모아갈 때

보통

💵

배당 인컴

매월·분기 현금흐름이 목적일 때

부적합

⚡

단기 트레이딩

며칠~몇 주 단기 방향성 매매

매우 낮음

🧩

포트폴리오 보조

자산 배분·헤지 용도

낮음

👤

이런 분에게 어울려요

Long-term and recurring investors

✅ 강점

📈Top-tier long-term returns

⚠️ 약점·주의사항

⚠️Volatility is above average

Portfolio Composition

What's actually inside — sector weights and top holdings

65개 종목에 넓게 분산

개별 종목 리스크가 분산되어 있어요.

ℹ️ 왜 구성을 봐야 하나요?

ETF의 실제 성과는 담고 있는 종목과 섹터에서 나와요. 이름이 "S&P 500"이라도 기술주 비중이 유난히 높을 수 있고, "배당주 ETF"라도 몇몇 대형주에 쏠려 있을 수 있어요. 라벨보다 실제 구성을 확인하는 게 중요해요.

🔬 집중도 한눈에 보기

총 보유종목

65개

상위 10개 비중

47.8%

최대 단일 종목

6.30%

집중도(HHI)

338

낮음 (분산)

🥧 섹터 비중

Technology

69.5%

Utilities

2.0%

Industrials

1.2%

Real Estate

0.8%

Healthcare

0.7%

📋 상위 보유 종목 Top 10 Top 10이 전체의 47.8% 차지

티커 옆의 점 색상 = 섹터 구분 (섹터 차트와 동일 색상)

#1 - BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares

6.30%

#2 MRVL MARVELL TECHNOLOGY, INC.

5.03%

#3 CRWV COREWEAVE, INC.

4.90%

#4 TSM Taiwan Semiconductor Manufacturing Company Limited

4.87%

#5 AMD ADVANCED MICRO DEVICES, INC.

4.73%

#6 NVDA NVIDIA CORPORATION

4.67%

#7 ORCL ORACLE CORPORATION

4.58%

#8 - NAVER Corporation

4.38%

#9 AVGO BROADCOM INC.

4.27%

#10 MU MICRON TECHNOLOGY, INC.

4.09%

Category Peers

Category: Global or ExUS Equities - Factor & Thematic

같은 카테고리 6종 중 AUM 3/6위 · 보수율 1/6위

카테고리: Global or ExUS Equities - Factor & Thematic

ℹ️ 왜 비교해야 하나요?

같은 카테고리 ETF끼리는 보수율·규모(AUM)·배당률을 비교해 볼 가치가 있어요. 보수율은 낮을수록 장기 수익에 유리하고, AUM이 크면 운용 안정성이 높아요. ▲ 표시는 ARTY보다 유리, ▼ 표시는 ARTY보다 불리를 뜻해요.

티커	ETF명	보수율	AUM	보유종목	배당률	YTD	1년
ARTY	iShares Future AI & Tech ETF	0.47%	$3.5B	66	0.06%	+37.69%	+54.14%
BAI	iShares A.I. Innovation and Tech Active ETF	0.55% ▼	$13.1B ▲	55	1.41% ▲	-	+37.50% ▼
AIQ	Global X Artificial Intelligence & Technology ETF	0.68% ▼	$9.2B ▲	92	0.08% ▲	-	+30.31% ▼
CHAT	Roundhill Generative AI & Technology ETF	0.75% ▼	$1.8B ▼	48	2.05% ▲	-	+60.61% ▲
LIT	Global X Lithium & Battery Tech ETF	0.75% ▼	$1.5B ▼	44	0.73% ▲	-	+53.78% ▼
IGPT	Invesco AI and Next Gen Software ETF	0.56% ▼	$1.2B ▼	117	0.01% ▼	-	+73.02% ▲

AUM 내림차순 정렬 · ▲ ARTY보다 유리 · ▼ ARTY보다 불리

Leveraged & Covered Call ETFs on the Same Theme

ETFs that approach the same theme with a different strategy

24 ETFs tracking the same theme as ARTY using leveraged or covered call strategies (Leverage 8 · Inverse 8 · Covered Call 8)

Not direct derivatives of ARTY, but ETFs that cover the same theme via a different strategy.

ℹ️ Which ETFs are included?

Among ETFs whose theme (category or sector) overlaps with ARTY, some use special strategies. Leveraged ETFs aim for 2–3× the daily move, Inverse ETFs seek opposite-direction returns, and Covered Call ETFs generate monthly income from option premiums.

⚠️ Caution: Long-Term Holding

Leveraged and inverse ETFs track only the daily return. With high volatility, holding them for longer periods causes cumulative volatility decay—returns diverge further from the underlying index. They are meant for short-term trading.

📈 Leverage 8 ETFs that amplify the same theme by 2-3x (high volatility)