ARTYX vs. QQQ
Compare and contrast key facts about Artisan Developing World Fund (ARTYX) and Invesco QQQ (QQQ).
ARTYX is managed by Artisan Partners Funds. It was launched on Jun 28, 2015. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTYX or QQQ.
Correlation
The correlation between ARTYX and QQQ is 0.76, 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
ARTYX vs. QQQ - Performance Comparison
Key characteristics
ARTYX:
1.97
QQQ:
1.58
ARTYX:
2.73
QQQ:
2.13
ARTYX:
1.34
QQQ:
1.28
ARTYX:
0.71
QQQ:
2.13
ARTYX:
10.62
QQQ:
7.44
ARTYX:
3.20%
QQQ:
3.88%
ARTYX:
17.25%
QQQ:
18.24%
ARTYX:
-62.85%
QQQ:
-82.98%
ARTYX:
-31.32%
QQQ:
-2.90%
Returns By Period
In the year-to-date period, ARTYX achieves a 0.14% return, which is significantly lower than QQQ's 2.06% return.
ARTYX
0.14%
-1.62%
11.89%
30.65%
6.18%
N/A
QQQ
2.06%
1.18%
10.12%
27.08%
19.30%
18.75%
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ARTYX vs. QQQ - Expense Ratio Comparison
ARTYX has a 1.28% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
ARTYX vs. QQQ — Risk-Adjusted Performance Rank
ARTYX
QQQ
ARTYX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Developing World Fund (ARTYX) and Invesco QQQ (QQQ). 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. QQQ - Dividend Comparison
ARTYX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.55%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTYX Artisan Developing World Fund | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.00% | 0.01% | 0.13% | 0.07% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.55% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
ARTYX vs. QQQ - Drawdown Comparison
The maximum ARTYX drawdown since its inception was -62.85%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for ARTYX and QQQ. For additional features, visit the drawdowns tool.
Volatility
ARTYX vs. QQQ - Volatility Comparison
The current volatility for Artisan Developing World Fund (ARTYX) is 5.42%, while Invesco QQQ (QQQ) has a volatility of 6.45%. This indicates that ARTYX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.