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 Partners Funds. 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 Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTYX or SCHG.
Correlation
The correlation between ARTYX and SCHG is 0.74, 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. SCHG - Performance Comparison
Key characteristics
ARTYX:
1.20
SCHG:
0.55
ARTYX:
1.78
SCHG:
0.92
ARTYX:
1.23
SCHG:
1.13
ARTYX:
0.62
SCHG:
0.58
ARTYX:
5.38
SCHG:
2.06
ARTYX:
5.00%
SCHG:
6.62%
ARTYX:
22.31%
SCHG:
25.04%
ARTYX:
-62.85%
SCHG:
-34.59%
ARTYX:
-28.09%
SCHG:
-13.04%
Returns By Period
In the year-to-date period, ARTYX achieves a 4.85% return, which is significantly higher than SCHG's -9.20% return.
ARTYX
4.85%
-1.46%
4.50%
23.58%
8.22%
N/A
SCHG
-9.20%
-2.17%
-4.69%
14.30%
18.55%
14.92%
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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.
Risk-Adjusted Performance
ARTYX vs. SCHG — Risk-Adjusted Performance Rank
ARTYX
SCHG
ARTYX vs. SCHG - Risk-Adjusted Performance 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.
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 0.45%.
| 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.45% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
ARTYX vs. SCHG - Drawdown Comparison
The maximum ARTYX drawdown since its inception was -62.85%, 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. For additional features, visit the drawdowns tool.
Volatility
ARTYX vs. SCHG - Volatility Comparison
The current volatility for Artisan Developing World Fund (ARTYX) is 13.73%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 16.60%. This indicates that ARTYX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.