ARTYX vs. SCHG
Compare and contrast key facts about Artisan Developing World Fund (ARTYX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
ARTYX is managed by Artisan. It was launched on Jun 28, 2015. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
ARTYX vs. SCHG - Performance Comparison
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ARTYX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTYX Artisan Developing World Fund | -17.34% | 7.82% | 28.03% | 29.51% | -41.35% | -9.97% | 81.24% | 41.67% | -15.68% | 35.10% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, ARTYX achieves a -17.34% return, which is significantly lower than SCHG's -9.73% return. Over the past 10 years, ARTYX has underperformed SCHG with an annualized return of 9.27%, while SCHG has yielded a comparatively higher 16.95% annualized return.
ARTYX
- 1D
- 3.39%
- 1M
- -8.06%
- YTD
- -17.34%
- 6M
- -25.09%
- 1Y
- -13.05%
- 3Y*
- 6.41%
- 5Y*
- -5.04%
- 10Y*
- 9.27%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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ARTYX vs. SCHG - Expense Ratio Comparison
ARTYX has a 1.28% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
ARTYX vs. SCHG — Risk / Return Rank
ARTYX
SCHG
ARTYX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Developing World Fund (ARTYX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| ARTYX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.62 | 0.76 | -1.38 |
Sortino ratioReturn per unit of downside risk | -0.78 | 1.24 | -2.03 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.17 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 1.09 | -1.63 |
Martin ratioReturn relative to average drawdown | -1.54 | 3.71 | -5.25 |
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
| ARTYX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.62 | 0.76 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.57 | -0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.79 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.79 | -0.39 |
Correlation
The correlation between ARTYX and SCHG is 0.77, 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
ARTYX vs. SCHG - Dividend Comparison
ARTYX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTYX Artisan Developing World Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 9.44% | 4.20% | 0.00% | 0.01% | 3.37% | 0.51% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
ARTYX vs. SCHG - Drawdown Comparison
The maximum ARTYX drawdown since its inception was -59.61%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for ARTYX and SCHG.
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Drawdown Indicators
| ARTYX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.61% | -34.59% | -25.02% |
Max Drawdown (1Y)Largest decline over 1 year | -29.14% | -16.41% | -12.73% |
Max Drawdown (5Y)Largest decline over 5 years | -56.15% | -34.59% | -21.56% |
Max Drawdown (10Y)Largest decline over 10 years | -59.61% | -34.59% | -25.02% |
Current DrawdownCurrent decline from peak | -33.55% | -12.51% | -21.04% |
Average DrawdownAverage peak-to-trough decline | -18.38% | -5.22% | -13.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.09% | 4.84% | +5.25% |
Volatility
ARTYX vs. SCHG - Volatility Comparison
Artisan Developing World Fund (ARTYX) has a higher volatility of 7.49% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that ARTYX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTYX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 6.77% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 12.54% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 22.45% | -1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.34% | 22.31% | +5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.17% | 21.51% | +2.66% |