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. 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.
Performance
ARTMX vs. IJH - Performance Comparison
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ARTMX vs. IJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | -5.90% | 14.92% | 11.78% | 23.99% | -36.82% | 10.12% | 58.62% | 37.97% | -4.30% | 20.61% |
IJH iShares Core S&P Mid-Cap ETF | 3.42% | 7.42% | 13.92% | 16.40% | -13.11% | 24.72% | 13.60% | 26.10% | -11.19% | 16.26% |
Returns By Period
In the year-to-date period, ARTMX achieves a -5.90% return, which is significantly lower than IJH's 3.42% return. Both investments have delivered pretty close results over the past 10 years, with ARTMX having a 10.61% annualized return and IJH not far behind at 10.57%.
ARTMX
- 1D
- 4.23%
- 1M
- -7.54%
- YTD
- -5.90%
- 6M
- -6.36%
- 1Y
- 16.45%
- 3Y*
- 10.08%
- 5Y*
- 0.89%
- 10Y*
- 10.61%
IJH
- 1D
- 0.84%
- 1M
- -5.33%
- YTD
- 3.42%
- 6M
- 4.74%
- 1Y
- 17.69%
- 3Y*
- 12.37%
- 5Y*
- 6.75%
- 10Y*
- 10.57%
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ARTMX vs. IJH - Expense Ratio Comparison
ARTMX has a 1.18% expense ratio, which is higher than IJH's 0.05% expense ratio.
Return for Risk
ARTMX vs. IJH — Risk / Return Rank
ARTMX
IJH
ARTMX vs. IJH - Risk-Adjusted Trends 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.
| ARTMX | IJH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.84 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.32 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.29 | -0.26 |
Martin ratioReturn relative to average drawdown | 3.87 | 5.56 | -1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARTMX | IJH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.84 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.34 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.50 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.44 | +0.06 |
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.
Dividends
ARTMX vs. IJH - Dividend Comparison
ARTMX's dividend yield for the trailing twelve months is around 20.55%, more than IJH's 1.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 20.55% | 19.33% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% |
IJH iShares Core S&P Mid-Cap ETF | 1.30% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
Drawdowns
ARTMX vs. IJH - Drawdown Comparison
The maximum ARTMX drawdown since its inception was -57.80%, roughly equal to the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for ARTMX and IJH.
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Drawdown Indicators
| ARTMX | IJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -55.07% | -2.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -14.16% | +0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -43.73% | -24.10% | -19.63% |
Max Drawdown (10Y)Largest decline over 10 years | -43.73% | -42.18% | -1.55% |
Current DrawdownCurrent decline from peak | -13.29% | -5.34% | -7.95% |
Average DrawdownAverage peak-to-trough decline | -12.03% | -7.61% | -4.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.29% | +0.28% |
Volatility
ARTMX vs. IJH - Volatility Comparison
Artisan Mid Cap Fund (ARTMX) has a higher volatility of 8.11% compared to iShares Core S&P Mid-Cap ETF (IJH) at 6.40%. 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.
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Volatility by Period
| ARTMX | IJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.11% | 6.40% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 13.38% | 11.93% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 21.08% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.12% | 19.74% | +4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 21.16% | +1.30% |