ARTRX vs. VOO
Compare and contrast key facts about Artisan Global Opportunities Fund Class I (ARTRX) and Vanguard S&P 500 ETF (VOO).
ARTRX is managed by Artisan. It was launched on Sep 22, 2008. 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.
Performance
ARTRX vs. VOO - Performance Comparison
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ARTRX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTRX Artisan Global Opportunities Fund Class I | -4.34% | 8.91% | 14.82% | 23.02% | -30.38% | 13.48% | 39.84% | 35.54% | -9.20% | 31.22% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, ARTRX achieves a -4.34% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, ARTRX has underperformed VOO with an annualized return of 10.63%, while VOO has yielded a comparatively higher 14.14% annualized return.
ARTRX
- 1D
- 3.30%
- 1M
- -5.03%
- YTD
- -4.34%
- 6M
- -7.40%
- 1Y
- 8.45%
- 3Y*
- 10.49%
- 5Y*
- 3.12%
- 10Y*
- 10.63%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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ARTRX vs. VOO - Expense Ratio Comparison
ARTRX has a 1.14% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
ARTRX vs. VOO — Risk / Return Rank
ARTRX
VOO
ARTRX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Global Opportunities Fund Class I (ARTRX) 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.
| ARTRX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.01 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.53 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.55 | -1.03 |
Martin ratioReturn relative to average drawdown | 1.59 | 7.31 | -5.72 |
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
| ARTRX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.01 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.71 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.79 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.83 | -0.34 |
Correlation
The correlation between ARTRX and VOO 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
ARTRX vs. VOO - Dividend Comparison
ARTRX's dividend yield for the trailing twelve months is around 3.74%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTRX Artisan Global Opportunities Fund Class I | 3.74% | 3.57% | 12.34% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
ARTRX vs. VOO - Drawdown Comparison
The maximum ARTRX drawdown since its inception was -46.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ARTRX and VOO.
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Drawdown Indicators
| ARTRX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.00% | -33.99% | -12.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -11.98% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -38.37% | -24.52% | -13.85% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -33.99% | -4.38% |
Current DrawdownCurrent decline from peak | -9.83% | -5.55% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -3.72% | -4.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 2.55% | +1.66% |
Volatility
ARTRX vs. VOO - Volatility Comparison
Artisan Global Opportunities Fund Class I (ARTRX) has a higher volatility of 6.44% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that ARTRX'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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Volatility by Period
| ARTRX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 5.34% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | 9.47% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 18.11% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.71% | 16.82% | +2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.96% | 17.99% | +0.97% |