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:
0.12
IJH:
1.28
ARTMX:
0.28
IJH:
1.84
ARTMX:
1.05
IJH:
1.23
ARTMX:
0.06
IJH:
2.41
ARTMX:
0.37
IJH:
5.98
ARTMX:
7.22%
IJH:
3.41%
ARTMX:
22.35%
IJH:
15.92%
ARTMX:
-64.68%
IJH:
-55.06%
ARTMX:
-36.86%
IJH:
-3.25%
Returns By Period
In the year-to-date period, ARTMX achieves a 7.08% return, which is significantly higher than IJH's 4.96% return. Over the past 10 years, ARTMX has underperformed IJH with an annualized return of -2.05%, while IJH has yielded a comparatively higher 10.23% annualized return.
ARTMX
7.08%
4.04%
2.89%
3.74%
0.04%
-2.05%
IJH
4.96%
3.43%
7.26%
20.27%
11.68%
10.23%
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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 1.26%.
| 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 | 1.26% | 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 4.68% compared to iShares Core S&P Mid-Cap ETF (IJH) at 3.67%. 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.