Correlation
The correlation between ARTJX and AVDV is 0.72, 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.
ARTJX vs. AVDV
Compare and contrast key facts about Artisan International Small-Mid Fund (ARTJX) and Avantis International Small Cap Value ETF (AVDV).
ARTJX is managed by Artisan Partners Funds. It was launched on Dec 20, 2001. AVDV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTJX or AVDV.
Performance
ARTJX vs. AVDV - Performance Comparison
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Key characteristics
ARTJX:
0.52
AVDV:
1.07
ARTJX:
0.70
AVDV:
1.49
ARTJX:
1.09
AVDV:
1.21
ARTJX:
0.24
AVDV:
1.33
ARTJX:
1.30
AVDV:
4.67
ARTJX:
5.33%
AVDV:
4.04%
ARTJX:
16.36%
AVDV:
18.35%
ARTJX:
-64.43%
AVDV:
-43.01%
ARTJX:
-14.07%
AVDV:
-0.03%
Returns By Period
In the year-to-date period, ARTJX achieves a 9.19% return, which is significantly lower than AVDV's 18.90% return.
ARTJX
9.19%
5.54%
3.91%
8.46%
5.24%
5.62%
4.64%
AVDV
18.90%
6.70%
17.32%
19.37%
12.79%
15.48%
N/A
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ARTJX vs. AVDV - Expense Ratio Comparison
ARTJX has a 1.28% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
ARTJX vs. AVDV — Risk-Adjusted Performance Rank
ARTJX
AVDV
ARTJX vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Small-Mid Fund (ARTJX) and Avantis International Small Cap Value ETF (AVDV). 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.
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Dividends
ARTJX vs. AVDV - Dividend Comparison
ARTJX's dividend yield for the trailing twelve months is around 0.81%, less than AVDV's 3.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTJX Artisan International Small-Mid Fund | 0.81% | 0.89% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% | 6.14% |
AVDV Avantis International Small Cap Value ETF | 3.62% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARTJX vs. AVDV - Drawdown Comparison
The maximum ARTJX drawdown since its inception was -64.43%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for ARTJX and AVDV.
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Volatility
ARTJX vs. AVDV - Volatility Comparison
Artisan International Small-Mid Fund (ARTJX) has a higher volatility of 3.06% compared to Avantis International Small Cap Value ETF (AVDV) at 2.74%. This indicates that ARTJX's price experiences larger fluctuations and is considered to be riskier than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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