ARTMX vs. IJH
Compare and contrast key facts about Artisan Mid Cap Fund (ARTMX) and iShares Core S&P Mid-Cap ETF (IJH).
ARTMX is managed by Artisan Partners Funds. It was launched on Jun 27, 1997. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTMX or IJH.
Correlation
The correlation between ARTMX and IJH 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
ARTMX vs. IJH - Performance Comparison
Key characteristics
ARTMX:
-0.43
IJH:
0.45
ARTMX:
-0.39
IJH:
0.73
ARTMX:
0.94
IJH:
1.09
ARTMX:
-0.23
IJH:
0.68
ARTMX:
-1.13
IJH:
1.81
ARTMX:
8.53%
IJH:
3.93%
ARTMX:
22.60%
IJH:
15.91%
ARTMX:
-64.68%
IJH:
-55.06%
ARTMX:
-41.66%
IJH:
-10.49%
Returns By Period
In the year-to-date period, ARTMX achieves a -1.06% return, which is significantly higher than IJH's -2.90% return. Over the past 10 years, ARTMX has underperformed IJH with an annualized return of -3.20%, while IJH has yielded a comparatively higher 9.05% annualized return.
ARTMX
-1.06%
-7.55%
-7.96%
-11.46%
-1.61%
-3.20%
IJH
-2.90%
-6.42%
-1.47%
5.44%
11.47%
9.05%
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ARTMX vs. IJH - Expense Ratio Comparison
ARTMX has a 1.18% expense ratio, which is higher than IJH's 0.06% expense ratio.
Risk-Adjusted Performance
ARTMX vs. IJH — Risk-Adjusted Performance Rank
ARTMX
IJH
ARTMX vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and iShares Core S&P Mid-Cap ETF (IJH). 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
ARTMX vs. IJH - Dividend Comparison
ARTMX has not paid dividends to shareholders, while IJH's dividend yield for the trailing twelve months is around 1.37%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 0.00% | 0.00% | 0.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% |
IJH iShares Core S&P Mid-Cap ETF | 1.37% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
Drawdowns
ARTMX vs. IJH - Drawdown Comparison
The maximum ARTMX drawdown since its inception was -64.68%, which is greater than IJH's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ARTMX and IJH. For additional features, visit the drawdowns tool.
Volatility
ARTMX vs. IJH - Volatility Comparison
Artisan Mid Cap Fund (ARTMX) has a higher volatility of 5.43% compared to iShares Core S&P Mid-Cap ETF (IJH) at 4.54%. This indicates that ARTMX's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.