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 Partners Funds. It was launched on Jun 28, 2015. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTYX or SWPPX.
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.
Performance
ARTYX vs. SWPPX - Performance Comparison
Key characteristics
ARTYX:
1.55
SWPPX:
1.87
ARTYX:
2.19
SWPPX:
2.51
ARTYX:
1.27
SWPPX:
1.34
ARTYX:
0.55
SWPPX:
2.82
ARTYX:
8.51
SWPPX:
11.83
ARTYX:
3.14%
SWPPX:
2.02%
ARTYX:
17.36%
SWPPX:
12.78%
ARTYX:
-62.85%
SWPPX:
-55.06%
ARTYX:
-32.87%
SWPPX:
-3.94%
Returns By Period
In the year-to-date period, ARTYX achieves a -2.12% return, which is significantly lower than SWPPX's -0.61% return.
ARTYX
-2.12%
-6.48%
6.45%
27.08%
5.57%
N/A
SWPPX
-0.61%
-3.35%
3.76%
23.78%
13.79%
12.99%
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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.
Risk-Adjusted Performance
ARTYX vs. SWPPX — Risk-Adjusted Performance Rank
ARTYX
SWPPX
ARTYX vs. SWPPX - Risk-Adjusted Performance 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.
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 1.24%.
| 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% |
SWPPX Schwab S&P 500 Index Fund | 1.24% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
ARTYX vs. SWPPX - Drawdown Comparison
The maximum ARTYX drawdown since its inception was -62.85%, 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. For additional features, visit the drawdowns tool.
Volatility
ARTYX vs. SWPPX - Volatility Comparison
Artisan Developing World Fund (ARTYX) has a higher volatility of 4.93% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.56%. 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.