ARTHX vs. JAVA
Compare and contrast key facts about Artisan Global Equity Fund (ARTHX) and JPMorgan Active Value ETF (JAVA).
ARTHX is managed by Artisan Partners Funds. It was launched on Mar 28, 2010. JAVA is an actively managed fund by JPMorgan. It was launched on Oct 4, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTHX or JAVA.
Correlation
The correlation between ARTHX and JAVA is 0.77, 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
ARTHX vs. JAVA - Performance Comparison
Key characteristics
ARTHX:
0.72
JAVA:
1.92
ARTHX:
0.94
JAVA:
2.75
ARTHX:
1.16
JAVA:
1.35
ARTHX:
0.41
JAVA:
2.63
ARTHX:
2.32
JAVA:
8.17
ARTHX:
4.96%
JAVA:
2.60%
ARTHX:
15.83%
JAVA:
11.08%
ARTHX:
-46.92%
JAVA:
-16.06%
ARTHX:
-20.41%
JAVA:
-2.88%
Returns By Period
In the year-to-date period, ARTHX achieves a 8.10% return, which is significantly higher than JAVA's 4.77% return.
ARTHX
8.10%
7.48%
-1.41%
10.60%
-0.44%
2.30%
JAVA
4.77%
1.11%
8.71%
19.17%
N/A
N/A
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ARTHX vs. JAVA - Expense Ratio Comparison
ARTHX has a 1.28% expense ratio, which is higher than JAVA's 0.44% expense ratio.
Risk-Adjusted Performance
ARTHX vs. JAVA — Risk-Adjusted Performance Rank
ARTHX
JAVA
ARTHX vs. JAVA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) and JPMorgan Active Value ETF (JAVA). 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
ARTHX vs. JAVA - Dividend Comparison
ARTHX's dividend yield for the trailing twelve months is around 0.73%, less than JAVA's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
ARTHX Artisan Global Equity Fund | 0.73% | 0.79% | 0.89% | 0.88% | 0.00% | 0.00% | 0.00% | 0.16% |
JAVA JPMorgan Active Value ETF | 1.39% | 1.45% | 1.65% | 1.25% | 0.48% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARTHX vs. JAVA - Drawdown Comparison
The maximum ARTHX drawdown since its inception was -46.92%, which is greater than JAVA's maximum drawdown of -16.06%. Use the drawdown chart below to compare losses from any high point for ARTHX and JAVA. For additional features, visit the drawdowns tool.
Volatility
ARTHX vs. JAVA - Volatility Comparison
Artisan Global Equity Fund (ARTHX) has a higher volatility of 2.71% compared to JPMorgan Active Value ETF (JAVA) at 2.49%. This indicates that ARTHX's price experiences larger fluctuations and is considered to be riskier than JAVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.