Correlation
The correlation between ARTMX and VOO is 0.85, 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.
ARTMX vs. VOO
Compare and contrast key facts about Artisan Mid Cap Fund (ARTMX) and Vanguard S&P 500 ETF (VOO).
ARTMX is managed by Artisan Partners Funds. It was launched on Jun 27, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTMX or VOO.
Performance
ARTMX vs. VOO - Performance Comparison
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Key characteristics
ARTMX:
0.31
VOO:
0.74
ARTMX:
0.48
VOO:
1.04
ARTMX:
1.07
VOO:
1.15
ARTMX:
0.16
VOO:
0.68
ARTMX:
0.71
VOO:
2.58
ARTMX:
7.86%
VOO:
4.93%
ARTMX:
23.91%
VOO:
19.54%
ARTMX:
-57.80%
VOO:
-33.99%
ARTMX:
-20.07%
VOO:
-3.55%
Returns By Period
In the year-to-date period, ARTMX achieves a -0.32% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, ARTMX has underperformed VOO with an annualized return of 8.88%, while VOO has yielded a comparatively higher 12.81% annualized return.
ARTMX
-0.32%
6.59%
-4.91%
7.97%
7.81%
5.58%
8.88%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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ARTMX vs. VOO - Expense Ratio Comparison
ARTMX has a 1.18% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ARTMX vs. VOO — Risk-Adjusted Performance Rank
ARTMX
VOO
ARTMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
ARTMX vs. VOO - Dividend Comparison
ARTMX's dividend yield for the trailing twelve months is around 15.48%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 15.48% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% | 10.92% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ARTMX vs. VOO - Drawdown Comparison
The maximum ARTMX drawdown since its inception was -57.80%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ARTMX and VOO.
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Volatility
ARTMX vs. VOO - Volatility Comparison
Artisan Mid Cap Fund (ARTMX) has a higher volatility of 5.36% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that ARTMX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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