ARTIX vs. VOO
Compare and contrast key facts about Artisan International Fund (ARTIX) and Vanguard S&P 500 ETF (VOO).
ARTIX is managed by Artisan Partners Funds. It was launched on Dec 27, 1995. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTIX or VOO.
Key characteristics
| ARTIX | VOO | |
|---|---|---|
| YTD Return | 4.81% | 5.43% |
| 1Y Return | 8.34% | 23.09% |
| 3Y Return (Ann) | 0.03% | 7.90% |
| 5Y Return (Ann) | 5.02% | 13.22% |
| 10Y Return (Ann) | 4.11% | 12.47% |
| Sharpe Ratio | 0.78 | 1.97 |
| Daily Std Dev | 11.02% | 11.80% |
| Max Drawdown | -61.18% | -33.99% |
| Current Drawdown | -6.54% | -4.63% |
Correlation
The correlation between ARTIX and VOO is 0.76, 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. VOO - Performance Comparison
In the year-to-date period, ARTIX achieves a 4.81% return, which is significantly lower than VOO's 5.43% return. Over the past 10 years, ARTIX has underperformed VOO with an annualized return of 4.11%, while VOO has yielded a comparatively higher 12.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARTIX vs. VOO - Expense Ratio Comparison
ARTIX has a 1.19% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ARTIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund (ARTIX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
ARTIX's dividend yield for the trailing twelve months is around 1.71%, more than VOO's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTIX Artisan International Fund | 1.71% | 1.79% | 2.54% | 23.35% | 3.23% | 5.24% | 9.73% | 0.67% | 1.17% | 0.45% | 0.76% | 0.96% |
VOO Vanguard S&P 500 ETF | 1.40% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ARTIX vs. VOO - Drawdown Comparison
The maximum ARTIX drawdown since its inception was -61.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ARTIX and VOO. For additional features, visit the drawdowns tool.
Volatility
ARTIX vs. VOO - Volatility Comparison
The current volatility for Artisan International Fund (ARTIX) is 2.64%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.25%. This indicates that ARTIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.