HYXF vs. ARTFX
Compare and contrast key facts about iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) and Artisan High Income Fund (ARTFX).
HYXF is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI US High Yield Corporate Choice ESG Screened. It was launched on Jun 14, 2016. ARTFX is managed by Artisan Partners Funds. It was launched on Mar 19, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HYXF or ARTFX.
Correlation
The correlation between HYXF and ARTFX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HYXF vs. ARTFX - Performance Comparison
Key characteristics
HYXF:
1.51
ARTFX:
2.07
HYXF:
2.15
ARTFX:
3.10
HYXF:
1.31
ARTFX:
1.50
HYXF:
1.88
ARTFX:
1.84
HYXF:
10.53
ARTFX:
9.43
HYXF:
0.82%
ARTFX:
0.77%
HYXF:
5.73%
ARTFX:
3.49%
HYXF:
-18.75%
ARTFX:
-21.42%
HYXF:
-2.41%
ARTFX:
-2.83%
Returns By Period
In the year-to-date period, HYXF achieves a -0.15% return, which is significantly higher than ARTFX's -1.01% return.
HYXF
-0.15%
-1.49%
-0.25%
9.01%
3.80%
N/A
ARTFX
-1.01%
-1.87%
-0.19%
7.59%
7.61%
5.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HYXF vs. ARTFX - Expense Ratio Comparison
HYXF has a 0.35% expense ratio, which is lower than ARTFX's 0.96% expense ratio.
Risk-Adjusted Performance
HYXF vs. ARTFX — Risk-Adjusted Performance Rank
HYXF
ARTFX
HYXF vs. ARTFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) and Artisan High Income Fund (ARTFX). 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
HYXF vs. ARTFX - Dividend Comparison
HYXF's dividend yield for the trailing twelve months is around 6.46%, which matches ARTFX's 6.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | 6.46% | 6.40% | 5.93% | 5.37% | 4.22% | 4.96% | 5.29% | 6.14% | 5.85% | 3.15% | 0.00% | 0.00% |
ARTFX Artisan High Income Fund | 6.50% | 7.10% | 7.23% | 6.65% | 7.47% | 5.84% | 6.15% | 6.39% | 5.84% | 6.29% | 6.89% | 3.40% |
Drawdowns
HYXF vs. ARTFX - Drawdown Comparison
The maximum HYXF drawdown since its inception was -18.75%, smaller than the maximum ARTFX drawdown of -21.42%. Use the drawdown chart below to compare losses from any high point for HYXF and ARTFX. For additional features, visit the drawdowns tool.
Volatility
HYXF vs. ARTFX - Volatility Comparison
iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) has a higher volatility of 3.97% compared to Artisan High Income Fund (ARTFX) at 1.82%. This indicates that HYXF's price experiences larger fluctuations and is considered to be riskier than ARTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.