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ARTTX vs VTSAX

Both ARTTX and VTSAX are mutual funds. ARTTX has a higher expense ratio than VTSAX (1.3% vs 0.04%). Below is the comparison between ARTTX and VTSAX.

ARTTX VTSAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Artisan N/A
Net Assets $359.60M $330.32B
Expense Ratio 1.30% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.19%
Minimum Investment $1,000.00 $10,000.00
YTD Return 14.47% 18.45%
1-Year Return 7.39% 4.71%
3-Year Return 21.74% 17.41%
5-Year Return N/A 17.89%
10-Year Return N/A 16.02%

ARTTX description

The Fund seeks maximum long-term capital appreciation. The Fund invests in common stocks and other equity securities of companies across a broad capitalization range. The Fund may invest up to 50% of its total assets at market value at the time of purchase in securities of non-U.S. companies including depositary receipts.

ARTTX performance & returns

YTD Return 14.47%
1-Month Return 0.56%
3-Month Return 7.39%
1-Year Return 7.39%
3-Year Return 21.74%
5-Year Return N/A
10-Year Return N/A
ARTTX expense ratio is 1.3%.

ARTTX holdings

Top 10 Holdings (56.79% of Total Assets)

Name Symbol % Assets
Fidelity National Information Services Inc FIS 7.52%
Aapl Call Usd 115 30/Oct/2020 (Aapl Us 10/30/20 N/A 6.78%
Apple Inc AAPL 6.48%
Microsoft Corp MSFT 5.65%
Tsm Call Usd 80 15/Jan/2021 (Tsm Us 01/15/21 C80 N/A 5.61%
T-Mobile US Inc TMUS 5.59%
IHS Markit Ltd INFO 5.29%
Aon PLC AON 4.82%
Unp Call Usd 175 20/Nov/2020 (Unp Us 11/20/20 C175 N/A 4.55%
Amzn Call Usd 3175 23/Oct/2020 (Amzn Us 10/23/20 N/A 4.50%

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VTSAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTSAX performance & returns

YTD Return 18.45%
1-Month Return 0.28%
3-Month Return 4.71%
1-Year Return 4.71%
3-Year Return 17.41%
5-Year Return 17.89%
10-Year Return 16.02%
VTSAX expense ratio is 0.04%.

VTSAX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

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