ARTYX vs. SWPPX
Compare and contrast key facts about Artisan Developing World Fund (ARTYX) and Schwab S&P 500 Index Fund (SWPPX).
ARTYX is managed by Artisan. It was launched on Jun 28, 2015. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
ARTYX vs. SWPPX - Performance Comparison
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ARTYX vs. SWPPX - 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% |
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, ARTYX achieves a -17.34% return, which is significantly lower than SWPPX's -4.39% return. Over the past 10 years, ARTYX has underperformed SWPPX with an annualized return of 9.27%, while SWPPX has yielded a comparatively higher 14.04% 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%
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
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ARTYX vs. SWPPX - Expense Ratio Comparison
ARTYX has a 1.28% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
ARTYX vs. SWPPX — Risk / Return Rank
ARTYX
SWPPX
ARTYX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Developing World Fund (ARTYX) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.62 | 0.97 | -1.59 |
Sortino ratioReturn per unit of downside risk | -0.78 | 1.49 | -2.27 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.23 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 1.52 | -2.05 |
Martin ratioReturn relative to average drawdown | -1.54 | 7.29 | -8.83 |
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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.62 | 0.97 | -1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.70 | -0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.77 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.48 | -0.08 |
Correlation
The correlation between ARTYX and SWPPX is 0.73, 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. SWPPX - Dividend Comparison
ARTYX has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.16%.
| 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% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
ARTYX vs. SWPPX - Drawdown Comparison
The maximum ARTYX drawdown since its inception was -59.61%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ARTYX and SWPPX.
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Drawdown Indicators
| ARTYX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.61% | -55.06% | -4.55% |
Max Drawdown (1Y)Largest decline over 1 year | -29.14% | -12.10% | -17.04% |
Max Drawdown (5Y)Largest decline over 5 years | -56.15% | -24.51% | -31.64% |
Max Drawdown (10Y)Largest decline over 10 years | -59.61% | -33.80% | -25.81% |
Current DrawdownCurrent decline from peak | -33.55% | -6.26% | -27.29% |
Average DrawdownAverage peak-to-trough decline | -18.38% | -10.00% | -8.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.09% | 2.52% | +7.57% |
Volatility
ARTYX vs. SWPPX - Volatility Comparison
Artisan Developing World Fund (ARTYX) has a higher volatility of 7.49% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.36%. This indicates that ARTYX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTYX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 5.36% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 9.55% | +3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 18.32% | +2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.34% | 16.94% | +10.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.17% | 18.21% | +5.96% |