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. 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.
Performance
ARTFX vs. IWF - Performance Comparison
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ARTFX vs. IWF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | -1.54% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 14.04% | -1.66% | 8.84% |
IWF iShares Russell 1000 Growth ETF | -9.05% | 18.33% | 33.12% | 42.59% | -29.31% | 27.43% | 38.25% | 35.86% | -1.67% | 29.95% |
Returns By Period
In the year-to-date period, ARTFX achieves a -1.54% return, which is significantly higher than IWF's -9.05% return. Over the past 10 years, ARTFX has underperformed IWF with an annualized return of 6.23%, while IWF has yielded a comparatively higher 16.63% annualized return.
ARTFX
- 1D
- 0.34%
- 1M
- -1.54%
- YTD
- -1.54%
- 6M
- -0.61%
- 1Y
- 5.12%
- 3Y*
- 7.45%
- 5Y*
- 3.35%
- 10Y*
- 6.23%
IWF
- 1D
- 0.87%
- 1M
- -4.65%
- YTD
- -9.05%
- 6M
- -8.54%
- 1Y
- 18.65%
- 3Y*
- 21.36%
- 5Y*
- 12.41%
- 10Y*
- 16.63%
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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.
Return for Risk
ARTFX vs. IWF — Risk / Return Rank
ARTFX
IWF
ARTFX vs. IWF - Risk-Adjusted Trends 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.
| ARTFX | IWF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 0.84 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.39 | 1.35 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.19 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.20 | +0.77 |
Martin ratioReturn relative to average drawdown | 7.75 | 4.08 | +3.68 |
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
| ARTFX | IWF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 0.84 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.58 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.20 | 0.80 | +0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.37 | +0.66 |
Correlation
The correlation between ARTFX and IWF is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARTFX vs. IWF - Dividend Comparison
ARTFX's dividend yield for the trailing twelve months is around 6.36%, more than IWF's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | 6.36% | 6.71% | 6.52% | 5.43% | 6.23% | 5.21% | 5.33% | 6.15% | 6.99% | 7.75% | 6.53% | 7.28% |
IWF iShares Russell 1000 Growth ETF | 0.39% | 0.36% | 0.46% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% |
Drawdowns
ARTFX vs. IWF - Drawdown Comparison
The maximum ARTFX drawdown since its inception was -21.42%, smaller than the maximum IWF drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for ARTFX and IWF.
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Drawdown Indicators
| ARTFX | IWF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -64.25% | +42.83% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -16.27% | +13.51% |
Max Drawdown (5Y)Largest decline over 5 years | -14.62% | -32.72% | +18.10% |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | -32.72% | +11.30% |
Current DrawdownCurrent decline from peak | -2.21% | -12.36% | +10.15% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -22.21% | +19.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 4.80% | -4.10% |
Volatility
ARTFX vs. IWF - Volatility Comparison
The current volatility for Artisan High Income Fund (ARTFX) is 1.08%, while iShares Russell 1000 Growth ETF (IWF) has a volatility of 6.82%. 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.
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Volatility by Period
| ARTFX | IWF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 6.82% | -5.74% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 12.39% | -10.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.30% | 22.41% | -19.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.81% | 21.41% | -16.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 20.92% | -15.73% |