ARTGX vs. SCHF
Compare and contrast key facts about Artisan Global Value Fund (ARTGX) and Schwab International Equity ETF (SCHF).
ARTGX is managed by Artisan Partners Funds. It was launched on Dec 9, 2007. SCHF is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Developed ex U.S. Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTGX or SCHF.
Correlation
The correlation between ARTGX and SCHF is 0.88, 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.
Performance
ARTGX vs. SCHF - Performance Comparison
Key characteristics
ARTGX:
1.18
SCHF:
0.84
ARTGX:
1.61
SCHF:
1.22
ARTGX:
1.22
SCHF:
1.15
ARTGX:
1.44
SCHF:
1.11
ARTGX:
4.55
SCHF:
2.60
ARTGX:
2.76%
SCHF:
4.13%
ARTGX:
10.68%
SCHF:
12.80%
ARTGX:
-49.92%
SCHF:
-34.64%
ARTGX:
-1.39%
SCHF:
-2.29%
Returns By Period
In the year-to-date period, ARTGX achieves a 9.26% return, which is significantly higher than SCHF's 7.35% return. Over the past 10 years, ARTGX has underperformed SCHF with an annualized return of 4.95%, while SCHF has yielded a comparatively higher 6.64% annualized return.
ARTGX
9.26%
3.80%
1.94%
11.54%
6.39%
4.95%
SCHF
7.35%
3.82%
-0.30%
9.53%
8.31%
6.64%
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ARTGX vs. SCHF - Expense Ratio Comparison
ARTGX has a 1.25% expense ratio, which is higher than SCHF's 0.06% expense ratio.
Risk-Adjusted Performance
ARTGX vs. SCHF — Risk-Adjusted Performance Rank
ARTGX
SCHF
ARTGX vs. SCHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Value Fund (ARTGX) and Schwab International Equity ETF (SCHF). 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
ARTGX vs. SCHF - Dividend Comparison
ARTGX's dividend yield for the trailing twelve months is around 0.99%, less than SCHF's 3.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTGX Artisan Global Value Fund | 0.99% | 1.09% | 0.76% | 0.30% | 0.94% | 0.05% | 1.30% | 0.99% | 0.68% | 0.66% | 0.36% | 0.51% |
SCHF Schwab International Equity ETF | 3.95% | 4.24% | 4.87% | 4.75% | 4.07% | 2.08% | 3.71% | 6.12% | 2.35% | 2.58% | 2.26% | 2.90% |
Drawdowns
ARTGX vs. SCHF - Drawdown Comparison
The maximum ARTGX drawdown since its inception was -49.92%, which is greater than SCHF's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for ARTGX and SCHF. For additional features, visit the drawdowns tool.
Volatility
ARTGX vs. SCHF - Volatility Comparison
The current volatility for Artisan Global Value Fund (ARTGX) is 2.55%, while Schwab International Equity ETF (SCHF) has a volatility of 3.37%. This indicates that ARTGX experiences smaller price fluctuations and is considered to be less risky than SCHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.