ARTHX vs. ARKQ

Last updated Jun 6, 2026

ARTHX (Artisan Global Equity Fund) and ARKQ (ARK Autonomous Technology & Robotics ETF) are both funds - ARTHX is a Global Equities fund managed by Artisan, while ARKQ is a Robotics fund actively managed by ARK. Over the past 10 years, ARTHX returned 14.02%/yr vs 21.47%/yr for ARKQ. A 0.69 correlation means they provide meaningful diversification when combined. ARTHX charges 1.28%/yr vs 0.75%/yr for ARKQ.

Performance

ARTHX vs. ARKQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Global Equity Fund (ARTHX) and ARK Autonomous Technology & Robotics ETF (ARKQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ARTHX achieves a 11.66% return, which is significantly lower than ARKQ's 13.03% return. Over the past 10 years, ARTHX has underperformed ARKQ with an annualized return of 14.02%, while ARKQ has yielded a comparatively higher 21.47% annualized return.

ARTHX

• 1D: -0.71%
• 1M: -5.77%
• YTD: 11.66%
• 6M: 12.79%
• 1Y: 29.90%
• 3Y*: 28.16%
• 5Y*: 10.76%
• 10Y*: 14.02%

ARKQ

• 1D: -7.12%
• 1M: -3.26%
• YTD: 13.03%
• 6M: 13.39%
• 1Y: 65.90%
• 3Y*: 34.74%
• 5Y*: 9.88%
• 10Y*: 21.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARTHX vs. ARKQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARTHX Artisan Global Equity Fund	11.66%	45.58%	16.80%	11.89%	-20.62%	4.95%	29.46%	31.13%	-3.75%	31.35%
ARKQ ARK Autonomous Technology & Robotics ETF	13.03%	48.81%	33.88%	40.70%	-46.75%	1.74%	107.20%	25.94%	-7.89%	52.26%

Correlation

The correlation between ARTHX and ARKQ is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.55
Correlation (3Y) Calculated over the trailing 3-year period	0.59
Correlation (5Y) Calculated over the trailing 5-year period	0.68
Correlation (10Y) Calculated over the trailing 10-year period	0.71
Correlation (All Time) Calculated using the full available price history since Oct 1, 2014	0.69

The correlation between ARTHX and ARKQ shifts across timeframes, from 0.55 (1 year) to 0.71 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

ARTHX vs. ARKQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTHX

ARTHX Risk / Return Rank: 58
ARTHX Sharpe Ratio Rank: 53
ARTHX Sortino Ratio Rank: 53
ARTHX Omega Ratio Rank: 52
ARTHX Calmar Ratio Rank: 68
ARTHX Martin Ratio Rank: 66

ARKQ

ARKQ Risk / Return Rank: 57
ARKQ Sharpe Ratio Rank: 61
ARKQ Sortino Ratio Rank: 53
ARKQ Omega Ratio Rank: 51
ARKQ Calmar Ratio Rank: 66
ARKQ Martin Ratio Rank: 57

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTHX vs. ARKQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) and ARK Autonomous Technology & Robotics ETF (ARKQ). 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.

	ARTHX	ARKQ	Difference
Sharpe ratio: Return per unit of total volatility	2.08	2.00	+0.08
Sortino ratio: Return per unit of downside risk	2.95	2.50	+0.45
Omega ratio: Gain probability vs. loss probability	1.38	1.31	+0.06
Calmar ratio: Return relative to maximum drawdown	3.06	3.22	-0.16
Martin ratio: Return relative to average drawdown	12.35	9.70	+2.65
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARTHX vs. ARKQ - Sharpe Ratio Comparison

The current ARTHX Sharpe Ratio is 2.08, which is comparable to the ARKQ Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of ARTHX and ARKQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ARTHX	ARKQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.08	2.00	+0.08
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.61	0.31	+0.31
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.80	0.72	+0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.75	0.63	+0.11

Drawdowns

ARTHX vs. ARKQ - Drawdown Comparison

The maximum ARTHX drawdown since its inception was -37.42%, smaller than the maximum ARKQ drawdown of -59.89%. Use the drawdown chart below to compare losses from any high point for ARTHX and ARKQ.

Drawdown Indicators

	ARTHX	ARKQ	Difference
Max Drawdown Largest peak-to-trough decline	-37.42%	-59.89%	+22.47%
Max Drawdown (1Y) Largest decline over 1 year	-10.16%	-20.58%	+10.42%
Max Drawdown (3Y) Largest decline over 3 years	-14.06%	-30.76%	+16.70%
Max Drawdown (5Y) Largest decline over 5 years	-37.42%	-55.71%	+18.29%
Max Drawdown (10Y) Largest decline over 10 years	-37.42%	-59.89%	+22.47%
Current Drawdown Current decline from peak	-5.77%	-9.89%	+4.12%
Average Drawdown Average peak-to-trough decline	-7.14%	-17.23%	+10.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.51%	6.81%	-4.30%

Volatility

ARTHX vs. ARKQ - Volatility Comparison

The current volatility for Artisan Global Equity Fund (ARTHX) is 5.90%, while ARK Autonomous Technology & Robotics ETF (ARKQ) has a volatility of 11.94%. This indicates that ARTHX experiences smaller price fluctuations and is considered to be less risky than ARKQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARTHX	ARKQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.90%	11.94%	-6.04%
Volatility (6M) Calculated over the trailing 6-month period	12.09%	25.42%	-13.33%
Volatility (1Y) Calculated over the trailing 1-year period	14.94%	33.30%	-18.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.72%	32.37%	-14.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.65%	29.91%	-12.26%

ARTHX vs. ARKQ - Expense Ratio Comparison

ARTHX has a 1.28% expense ratio, which is higher than ARKQ's 0.75% expense ratio.

Dividends

ARTHX vs. ARKQ - Dividend Comparison

ARTHX's dividend yield for the trailing twelve months is around 20.95%, more than ARKQ's 0.24% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARKQ ARK Autonomous Technology & Robotics ETF	0.24%	0.27%	0.00%	0.00%	0.00%	0.80%	0.86%	0.00%	2.86%	1.54%	0.00%	0.98%
ARTHX Artisan Global Equity Fund	20.95%	23.39%	11.32%	0.89%	0.88%	18.02%	11.98%	8.76%	18.13%	0.66%	0.00%	2.17%

Frequently Asked Questions

Can I hold both ARTHX and ARKQ in my portfolio?

ARTHX and ARKQ have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ARTHX or ARKQ?

ARKQ has higher volatility (11.94%) compared to ARTHX (5.90%). In terms of maximum drawdown, ARTHX dropped -37.42% vs ARKQ's -59.89%.

Which has better risk-adjusted returns?

ARTHX currently has the higher Sharpe Ratio (2.08 vs 2.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.