APHKX vs. VOO
Compare and contrast key facts about Artisan International Value Fund (APHKX) and Vanguard S&P 500 ETF (VOO).
APHKX is an actively managed fund by Artisan. It was launched on Oct 2, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
APHKX vs. VOO - Performance Comparison
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APHKX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APHKX Artisan International Value Fund | -2.01% | 22.84% | 6.64% | 22.95% | -6.78% | 16.94% | 8.81% | 24.22% | -15.48% | 24.09% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, APHKX achieves a -2.01% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, APHKX has underperformed VOO with an annualized return of 9.94%, while VOO has yielded a comparatively higher 14.05% annualized return.
APHKX
- 1D
- 0.36%
- 1M
- -9.64%
- YTD
- -2.01%
- 6M
- 2.24%
- 1Y
- 14.06%
- 3Y*
- 12.72%
- 5Y*
- 9.68%
- 10Y*
- 9.94%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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APHKX vs. VOO - Expense Ratio Comparison
APHKX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
APHKX vs. VOO — Risk / Return Rank
APHKX
VOO
APHKX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Value Fund (APHKX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| APHKX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.98 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.50 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.53 | -0.26 |
Martin ratioReturn relative to average drawdown | 4.40 | 7.29 | -2.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APHKX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.98 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.70 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.83 | -0.43 |
Correlation
The correlation between APHKX and VOO is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
APHKX vs. VOO - Dividend Comparison
APHKX's dividend yield for the trailing twelve months is around 7.28%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APHKX Artisan International Value Fund | 7.28% | 7.10% | 4.34% | 3.10% | 2.28% | 10.00% | 0.98% | 3.92% | 5.69% | 4.15% | 3.31% | 6.40% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
APHKX vs. VOO - Drawdown Comparison
The maximum APHKX drawdown since its inception was -56.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for APHKX and VOO.
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Drawdown Indicators
| APHKX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.33% | -33.99% | -22.34% |
Max Drawdown (1Y)Largest decline over 1 year | -9.96% | -11.98% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.83% | -24.52% | -0.31% |
Max Drawdown (10Y)Largest decline over 10 years | -38.07% | -33.99% | -4.08% |
Current DrawdownCurrent decline from peak | -9.64% | -6.29% | -3.35% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -3.72% | -5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.52% | +0.36% |
Volatility
APHKX vs. VOO - Volatility Comparison
The current volatility for Artisan International Value Fund (APHKX) is 4.95%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that APHKX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APHKX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 5.29% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 9.44% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.49% | 18.10% | -3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.81% | 16.82% | -3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 17.99% | -1.90% |