ARTMX vs. VOT
ARTMX (Artisan Mid Cap Fund) and VOT (Vanguard Mid-Cap Growth ETF) are both Mid Cap Growth Equities funds. Over the past 10 years, ARTMX returned 10.70%/yr vs 11.66%/yr for VOT. Their correlation of 0.94 means they have usually moved in the same direction. ARTMX charges 1.18%/yr vs 0.05%/yr for VOT.
Performance
ARTMX vs. VOT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ARTMX achieves a 2.35% return, which is significantly lower than VOT's 6.22% return. Over the past 10 years, ARTMX has underperformed VOT with an annualized return of 10.70%, while VOT has yielded a comparatively higher 11.66% annualized return.
ARTMX
- 1D
- 1.92%
- 1M
- -6.22%
- 6M
- 1.82%
- YTD
- 2.35%
- 1Y
- 9.36%
- 3Y*
- 10.27%
- 5Y*
- 0.25%
- 10Y*
- 10.70%
- ALL TIME*
- 11.62%
VOT
- 1D
- 0.21%
- 1M
- -1.91%
- 6M
- 7.03%
- YTD
- 6.22%
- 1Y
- 4.08%
- 3Y*
- 12.46%
- 5Y*
- 4.89%
- 10Y*
- 11.66%
- ALL TIME*
- 9.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ARTMX Artisan Mid Cap Fund | $0.00 | $0.00 | $0.00 |
| $53.27M | $59.32M | $61.74M |
ARTMX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 2.35% | 14.92% | 11.78% | 23.99% | -36.82% | 10.12% | 58.62% | 37.97% | -4.30% | 20.61% |
VOT Vanguard Mid-Cap Growth ETF | 6.22% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Correlation
The correlation between ARTMX and VOT is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 2006 | 0.94 |
The correlation between ARTMX and VOT has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ARTMX vs. VOT — Risk / Return Rank
ARTMX
VOT
ARTMX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Mid Cap Fund (ARTMX) and Vanguard Mid-Cap Growth ETF (VOT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARTMX | VOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.03 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.14 | +0.52 |
| Martin ratioReturn relative to average drawdown | 2.28 | 0.40 | +1.88 |
Loading charts...
Drawdowns
ARTMX vs. VOT - Drawdown Comparison
The maximum ARTMX drawdown since its inception was -57.80%, roughly equal to the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for ARTMX and VOT.
Loading charts...
Drawdown Indicators
| ARTMX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -60.16% | +2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -15.96% | +2.64% |
Max Drawdown (3Y)Largest decline over 3 years | -24.65% | -21.77% | -2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -43.73% | -37.19% | -6.54% |
Max Drawdown (10Y)Largest decline over 10 years | -43.73% | -37.19% | -6.54% |
Current DrawdownCurrent decline from peak | -7.71% | -3.52% | -4.19% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -9.90% | -2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 5.42% | -1.62% |
Volatility
ARTMX vs. VOT - Volatility Comparison
Artisan Mid Cap Fund (ARTMX) has a higher volatility of 5.30% compared to Vanguard Mid-Cap Growth ETF (VOT) at 4.19%. This indicates that ARTMX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ARTMX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 4.19% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 15.62% | 13.89% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.71% | 17.20% | +1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.32% | 21.56% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.60% | 21.02% | +1.58% |
ARTMX vs. VOT - Expense Ratio Comparison
ARTMX has a 1.18% expense ratio, which is higher than VOT's 0.05% expense ratio.
Dividends
ARTMX vs. VOT - Dividend Comparison
ARTMX's dividend yield for the trailing twelve months is around 18.89%, more than VOT's 0.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTMX Artisan Mid Cap Fund | 18.89% | 19.33% | 15.43% | 0.00% | 0.29% | 19.29% | 14.97% | 12.88% | 27.63% | 14.97% | 9.19% | 16.40% |
VOT Vanguard Mid-Cap Growth ETF | 0.62% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Frequently Asked Questions
With a correlation of 0.91, ARTMX and VOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
ARTMX has higher volatility (5.30%) compared to VOT (4.19%). In terms of maximum drawdown, ARTMX dropped -57.80% vs VOT's -60.16%.
ARTMX currently has the higher Sharpe Ratio (0.47 vs 0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for ARTMX and VOT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer