ARTUX vs. VOO
Compare and contrast key facts about Artisan Floating Rate Fund (ARTUX) and Vanguard S&P 500 ETF (VOO).
ARTUX is managed by Artisan Partners Funds. It was launched on Nov 30, 2021. 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: ARTUX or VOO.
Key characteristics
| ARTUX | VOO | |
|---|---|---|
| YTD Return | 2.45% | 11.61% |
| 1Y Return | 11.81% | 29.33% |
| Sharpe Ratio | 4.13 | 2.66 |
| Daily Std Dev | 2.86% | 11.60% |
| Max Drawdown | -5.71% | -33.99% |
| Current Drawdown | -0.41% | -0.19% |
Correlation
The correlation between ARTUX and VOO is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ARTUX vs. VOO - Performance Comparison
In the year-to-date period, ARTUX achieves a 2.45% return, which is significantly lower than VOO's 11.61% 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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ARTUX vs. VOO - Expense Ratio Comparison
ARTUX has a 1.20% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ARTUX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Floating Rate Fund (ARTUX) 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.
Dividends
ARTUX vs. VOO - Dividend Comparison
ARTUX's dividend yield for the trailing twelve months is around 9.01%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTUX Artisan Floating Rate Fund | 9.01% | 8.85% | 4.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ARTUX vs. VOO - Drawdown Comparison
The maximum ARTUX drawdown since its inception was -5.71%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ARTUX and VOO. For additional features, visit the drawdowns tool.
Volatility
ARTUX vs. VOO - Volatility Comparison
The current volatility for Artisan Floating Rate Fund (ARTUX) is 0.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.41%. This indicates that ARTUX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.