ARTYX vs. FNDF
Compare and contrast key facts about Artisan Developing World Fund (ARTYX) and Schwab Fundamental International Large Company Index ETF (FNDF).
ARTYX is managed by Artisan Partners Funds. It was launched on Jun 28, 2015. FNDF is a passively managed fund by Charles Schwab that tracks the performance of the Russell Fundamental Developed ex-U.S. Large Company Index. It was launched on Aug 15, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTYX or FNDF.
Key characteristics
| ARTYX | FNDF | |
|---|---|---|
| YTD Return | 7.96% | 3.02% |
| 1Y Return | 18.45% | 12.20% |
| 3Y Return (Ann) | -10.49% | 5.54% |
| 5Y Return (Ann) | 8.44% | 7.73% |
| Sharpe Ratio | 0.98 | 0.96 |
| Daily Std Dev | 19.20% | 12.41% |
| Max Drawdown | -59.61% | -40.14% |
| Current Drawdown | -37.13% | -2.80% |
Correlation
The correlation between ARTYX and FNDF is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ARTYX vs. FNDF - Performance Comparison
In the year-to-date period, ARTYX achieves a 7.96% return, which is significantly higher than FNDF's 3.02% 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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ARTYX vs. FNDF - Expense Ratio Comparison
ARTYX has a 1.28% expense ratio, which is higher than FNDF's 0.25% expense ratio.
Risk-Adjusted Performance
ARTYX vs. FNDF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Developing World Fund (ARTYX) and Schwab Fundamental International Large Company Index ETF (FNDF). 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
ARTYX vs. FNDF - Dividend Comparison
ARTYX has not paid dividends to shareholders, while FNDF's dividend yield for the trailing twelve months is around 3.31%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTYX Artisan Developing World Fund | 0.00% | 0.00% | 0.13% | 9.44% | 4.20% | 0.00% | 0.01% | 3.37% | 0.51% | 0.00% | 0.00% | 0.00% |
FNDF Schwab Fundamental International Large Company Index ETF | 3.31% | 3.41% | 3.10% | 3.54% | 2.17% | 3.20% | 3.47% | 2.32% | 2.42% | 2.08% | 1.84% | 0.48% |
Drawdowns
ARTYX vs. FNDF - Drawdown Comparison
The maximum ARTYX drawdown since its inception was -59.61%, which is greater than FNDF's maximum drawdown of -40.14%. Use the drawdown chart below to compare losses from any high point for ARTYX and FNDF. For additional features, visit the drawdowns tool.
Volatility
ARTYX vs. FNDF - Volatility Comparison
Artisan Developing World Fund (ARTYX) has a higher volatility of 5.78% compared to Schwab Fundamental International Large Company Index ETF (FNDF) at 3.65%. This indicates that ARTYX's price experiences larger fluctuations and is considered to be riskier than FNDF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.