ARTFX vs. IWF
Compare and contrast key facts about Artisan High Income Fund (ARTFX) and iShares Russell 1000 Growth ETF (IWF).
ARTFX is managed by Artisan Partners Funds. It was launched on Mar 19, 2014. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTFX or IWF.
Key characteristics
| ARTFX | IWF | |
|---|---|---|
| YTD Return | 0.42% | 7.55% |
| 1Y Return | 9.99% | 34.69% |
| 3Y Return (Ann) | 2.52% | 8.75% |
| 5Y Return (Ann) | 5.23% | 16.43% |
| 10Y Return (Ann) | 5.75% | 15.35% |
| Sharpe Ratio | 2.17 | 2.26 |
| Daily Std Dev | 4.59% | 15.03% |
| Max Drawdown | -21.42% | -64.18% |
| Current Drawdown | -1.00% | -3.94% |
Correlation
The correlation between ARTFX and IWF is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ARTFX vs. IWF - Performance Comparison
In the year-to-date period, ARTFX achieves a 0.42% return, which is significantly lower than IWF's 7.55% return. Over the past 10 years, ARTFX has underperformed IWF with an annualized return of 5.75%, while IWF has yielded a comparatively higher 15.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARTFX vs. IWF - Expense Ratio Comparison
ARTFX has a 0.96% expense ratio, which is higher than IWF's 0.19% expense ratio.
Risk-Adjusted Performance
ARTFX vs. IWF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund (ARTFX) and iShares Russell 1000 Growth ETF (IWF). 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.
Dividends
ARTFX vs. IWF - Dividend Comparison
ARTFX's dividend yield for the trailing twelve months is around 6.89%, more than IWF's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | 6.89% | 7.25% | 7.30% | 7.47% | 5.83% | 6.15% | 7.00% | 7.82% | 6.53% | 7.31% | 3.85% | 0.00% |
IWF iShares Russell 1000 Growth ETF | 0.60% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.32% | 1.29% |
Drawdowns
ARTFX vs. IWF - Drawdown Comparison
The maximum ARTFX drawdown since its inception was -21.42%, smaller than the maximum IWF drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for ARTFX and IWF. For additional features, visit the drawdowns tool.
Volatility
ARTFX vs. IWF - Volatility Comparison
The current volatility for Artisan High Income Fund (ARTFX) is 0.99%, while iShares Russell 1000 Growth ETF (IWF) has a volatility of 5.37%. This indicates that ARTFX experiences smaller price fluctuations and is considered to be less risky than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.