ARTLX vs. JAVA
Compare and contrast key facts about Artisan Value Fund (ARTLX) and JPMorgan Active Value ETF (JAVA).
ARTLX is managed by Artisan Partners Funds. It was launched on Mar 27, 2006. 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: ARTLX or JAVA.
Correlation
The correlation between ARTLX and JAVA is 0.91, 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
ARTLX vs. JAVA - Performance Comparison
Key characteristics
ARTLX:
0.77
JAVA:
1.92
ARTLX:
1.04
JAVA:
2.75
ARTLX:
1.15
JAVA:
1.35
ARTLX:
0.52
JAVA:
2.63
ARTLX:
2.32
JAVA:
8.17
ARTLX:
3.89%
JAVA:
2.60%
ARTLX:
11.65%
JAVA:
11.08%
ARTLX:
-61.20%
JAVA:
-16.06%
ARTLX:
-10.31%
JAVA:
-2.88%
Returns By Period
The year-to-date returns for both investments are quite close, with ARTLX having a 4.73% return and JAVA slightly higher at 4.77%.
ARTLX
4.73%
1.55%
0.86%
7.63%
3.05%
1.53%
JAVA
4.77%
1.11%
8.71%
19.17%
N/A
N/A
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ARTLX vs. JAVA - Expense Ratio Comparison
ARTLX has a 1.05% expense ratio, which is higher than JAVA's 0.44% expense ratio.
Risk-Adjusted Performance
ARTLX vs. JAVA — Risk-Adjusted Performance Rank
ARTLX
JAVA
ARTLX vs. JAVA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Value Fund (ARTLX) 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
ARTLX vs. JAVA - Dividend Comparison
ARTLX's dividend yield for the trailing twelve months is around 1.32%, less than JAVA's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTLX Artisan Value Fund | 1.32% | 1.38% | 0.93% | 0.21% | 1.06% | 0.43% | 0.80% | 0.91% | 0.37% | 0.62% | 0.58% | 0.86% |
JAVA JPMorgan Active Value ETF | 1.39% | 1.45% | 1.65% | 1.25% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARTLX vs. JAVA - Drawdown Comparison
The maximum ARTLX drawdown since its inception was -61.20%, which is greater than JAVA's maximum drawdown of -16.06%. Use the drawdown chart below to compare losses from any high point for ARTLX and JAVA. For additional features, visit the drawdowns tool.
Volatility
ARTLX vs. JAVA - Volatility Comparison
The current volatility for Artisan Value Fund (ARTLX) is 2.35%, while JPMorgan Active Value ETF (JAVA) has a volatility of 2.49%. This indicates that ARTLX experiences smaller price fluctuations and is considered to be less risky than JAVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.