ARTSX vs. VTI
Compare and contrast key facts about Artisan Small Cap Fund (ARTSX) and Vanguard Total Stock Market ETF (VTI).
ARTSX is managed by Artisan Partners Funds. It was launched on Mar 28, 1995. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTSX or VTI.
Key characteristics
| ARTSX | VTI | |
|---|---|---|
| YTD Return | 4.16% | 7.25% |
| 1Y Return | 13.95% | 28.09% |
| 3Y Return (Ann) | -8.54% | 7.12% |
| 5Y Return (Ann) | 4.96% | 12.77% |
| 10Y Return (Ann) | 9.99% | 12.09% |
| Sharpe Ratio | 0.60 | 2.25 |
| Daily Std Dev | 20.95% | 12.05% |
| Max Drawdown | -62.77% | -55.45% |
| Current Drawdown | -35.16% | -2.45% |
Correlation
The correlation between ARTSX and VTI is 0.86, 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.
Performance
ARTSX vs. VTI - Performance Comparison
In the year-to-date period, ARTSX achieves a 4.16% return, which is significantly lower than VTI's 7.25% return. Over the past 10 years, ARTSX has underperformed VTI with an annualized return of 9.99%, while VTI has yielded a comparatively higher 12.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARTSX vs. VTI - Expense Ratio Comparison
ARTSX has a 1.19% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
ARTSX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Small Cap Fund (ARTSX) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
ARTSX vs. VTI - Dividend Comparison
ARTSX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTSX Artisan Small Cap Fund | 0.00% | 0.00% | 0.26% | 12.11% | 5.26% | 7.83% | 20.83% | 16.26% | 1.18% | 10.12% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.40% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
ARTSX vs. VTI - Drawdown Comparison
The maximum ARTSX drawdown since its inception was -62.77%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ARTSX and VTI. For additional features, visit the drawdowns tool.
Volatility
ARTSX vs. VTI - Volatility Comparison
Artisan Small Cap Fund (ARTSX) has a higher volatility of 5.82% compared to Vanguard Total Stock Market ETF (VTI) at 4.14%. This indicates that ARTSX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.