ARTIX vs. SPDW
Compare and contrast key facts about Artisan International Fund (ARTIX) and SPDR Portfolio World ex-US ETF (SPDW).
ARTIX is managed by Artisan Partners Funds. It was launched on Dec 27, 1995. SPDW is a passively managed fund by State Street that tracks the performance of the S&P Developed Ex-U.S. BMI Index. It was launched on Apr 26, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTIX or SPDW.
Correlation
The correlation between ARTIX and SPDW is 0.87, 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
ARTIX vs. SPDW - Performance Comparison
Key characteristics
ARTIX:
0.56
SPDW:
0.88
ARTIX:
0.75
SPDW:
1.28
ARTIX:
1.13
SPDW:
1.16
ARTIX:
0.29
SPDW:
1.18
ARTIX:
1.73
SPDW:
2.78
ARTIX:
4.79%
SPDW:
4.07%
ARTIX:
14.70%
SPDW:
12.86%
ARTIX:
-67.86%
SPDW:
-60.02%
ARTIX:
-20.72%
SPDW:
-1.50%
Returns By Period
In the year-to-date period, ARTIX achieves a 9.97% return, which is significantly higher than SPDW's 8.06% return. Over the past 10 years, ARTIX has underperformed SPDW with an annualized return of 0.28%, while SPDW has yielded a comparatively higher 5.59% annualized return.
ARTIX
9.97%
6.31%
-1.15%
7.41%
-1.76%
0.28%
SPDW
8.06%
4.33%
2.61%
10.91%
6.67%
5.59%
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ARTIX vs. SPDW - Expense Ratio Comparison
ARTIX has a 1.19% expense ratio, which is higher than SPDW's 0.04% expense ratio.
Risk-Adjusted Performance
ARTIX vs. SPDW — Risk-Adjusted Performance Rank
ARTIX
SPDW
ARTIX vs. SPDW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund (ARTIX) and SPDR Portfolio World ex-US ETF (SPDW). 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
ARTIX vs. SPDW - Dividend Comparison
ARTIX's dividend yield for the trailing twelve months is around 0.80%, less than SPDW's 2.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTIX Artisan International Fund | 0.80% | 0.88% | 1.02% | 1.26% | 0.79% | 0.22% | 0.90% | 1.36% | 0.67% | 1.17% | 0.45% | 0.76% |
SPDW SPDR Portfolio World ex-US ETF | 2.96% | 3.19% | 2.75% | 3.12% | 3.04% | 1.87% | 3.13% | 3.08% | 1.86% | 3.11% | 2.79% | 3.51% |
Drawdowns
ARTIX vs. SPDW - Drawdown Comparison
The maximum ARTIX drawdown since its inception was -67.86%, which is greater than SPDW's maximum drawdown of -60.02%. Use the drawdown chart below to compare losses from any high point for ARTIX and SPDW. For additional features, visit the drawdowns tool.
Volatility
ARTIX vs. SPDW - Volatility Comparison
The current volatility for Artisan International Fund (ARTIX) is 2.87%, while SPDR Portfolio World ex-US ETF (SPDW) has a volatility of 3.41%. This indicates that ARTIX experiences smaller price fluctuations and is considered to be less risky than SPDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.