ARTGX vs. SPY
Compare and contrast key facts about Artisan Global Value Fund (ARTGX) and SPDR S&P 500 ETF (SPY).
ARTGX is managed by Artisan Partners Funds. It was launched on Dec 9, 2007. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTGX or SPY.
Correlation
The correlation between ARTGX and SPY is 0.86, 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. SPY - Performance Comparison
Key characteristics
ARTGX:
1.18
SPY:
1.75
ARTGX:
1.61
SPY:
2.36
ARTGX:
1.22
SPY:
1.32
ARTGX:
1.44
SPY:
2.66
ARTGX:
4.55
SPY:
11.01
ARTGX:
2.76%
SPY:
2.03%
ARTGX:
10.68%
SPY:
12.77%
ARTGX:
-49.92%
SPY:
-55.19%
ARTGX:
-1.39%
SPY:
-2.12%
Returns By Period
In the year-to-date period, ARTGX achieves a 9.26% return, which is significantly higher than SPY's 2.36% return. Over the past 10 years, ARTGX has underperformed SPY with an annualized return of 4.95%, while SPY has yielded a comparatively higher 12.96% annualized return.
ARTGX
9.26%
3.80%
1.94%
11.54%
6.39%
4.95%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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ARTGX vs. SPY - Expense Ratio Comparison
ARTGX has a 1.25% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ARTGX vs. SPY — Risk-Adjusted Performance Rank
ARTGX
SPY
ARTGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Value Fund (ARTGX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
ARTGX's dividend yield for the trailing twelve months is around 0.99%, less than SPY's 1.18% 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% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ARTGX vs. SPY - Drawdown Comparison
The maximum ARTGX drawdown since its inception was -49.92%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ARTGX and SPY. For additional features, visit the drawdowns tool.
Volatility
ARTGX vs. SPY - Volatility Comparison
The current volatility for Artisan Global Value Fund (ARTGX) is 2.55%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.38%. This indicates that ARTGX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.