ARTMX vs. VO
Compare and contrast key facts about Artisan Mid Cap Fund (ARTMX) and Vanguard Mid-Cap ETF (VO).
ARTMX is managed by Artisan. It was launched on Jun 27, 1997. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Performance
ARTMX vs. VO - Performance Comparison
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ARTMX vs. VO - 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% |
VO Vanguard Mid-Cap ETF | -0.05% | 11.62% | 15.31% | 16.03% | -18.73% | 24.70% | 18.10% | 30.98% | -9.24% | 19.28% |
Returns By Period
In the year-to-date period, ARTMX achieves a -5.90% return, which is significantly lower than VO's -0.05% return. Both investments have delivered pretty close results over the past 10 years, with ARTMX having a 10.61% annualized return and VO not far ahead at 10.74%.
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%
VO
- 1D
- 0.63%
- 1M
- -5.18%
- YTD
- -0.05%
- 6M
- -0.76%
- 1Y
- 13.07%
- 3Y*
- 12.85%
- 5Y*
- 6.79%
- 10Y*
- 10.74%
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ARTMX vs. VO - Expense Ratio Comparison
ARTMX has a 1.18% expense ratio, which is higher than VO's 0.04% expense ratio.
Return for Risk
ARTMX vs. VO — Risk / Return Rank
ARTMX
VO
ARTMX vs. VO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and Vanguard Mid-Cap ETF (VO). 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 | VO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.75 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.15 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.06 | -0.02 |
Martin ratioReturn relative to average drawdown | 3.87 | 4.83 | -0.96 |
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 | VO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.75 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.39 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.57 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.48 | +0.02 |
Correlation
The correlation between ARTMX and VO is 0.90, 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. VO - Dividend Comparison
ARTMX's dividend yield for the trailing twelve months is around 20.55%, more than VO's 1.50% 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% |
VO Vanguard Mid-Cap ETF | 1.50% | 1.52% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
ARTMX vs. VO - Drawdown Comparison
The maximum ARTMX drawdown since its inception was -57.80%, roughly equal to the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for ARTMX and VO.
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Drawdown Indicators
| ARTMX | VO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -58.87% | +1.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -12.74% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -43.73% | -27.57% | -16.16% |
Max Drawdown (10Y)Largest decline over 10 years | -43.73% | -39.37% | -4.36% |
Current DrawdownCurrent decline from peak | -13.29% | -5.53% | -7.76% |
Average DrawdownAverage peak-to-trough decline | -12.03% | -7.91% | -4.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.79% | +0.78% |
Volatility
ARTMX vs. VO - Volatility Comparison
Artisan Mid Cap Fund (ARTMX) has a higher volatility of 8.11% compared to Vanguard Mid-Cap ETF (VO) at 4.83%. This indicates that ARTMX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTMX | VO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.11% | 4.83% | +3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 13.38% | 9.73% | +3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 17.57% | +4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.12% | 17.61% | +6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 18.94% | +3.52% |