ARTTX vs VTSMX

Both ARTTX and VTSMX are mutual funds. ARTTX has a higher expense ratio than VTSMX (1.3% vs 0.14%). Below is the comparison between ARTTX and VTSMX.

ARTTX VTSMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Artisan N/A
Net Assets $367.00M $135.45B
Expense Ratio 1.30% 0.14%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.10%
Minimum Investment $1,000.00 $3,000.00
YTD Return 20.92% 25.13%
1-Year Return 6.27% 7.13%
3-Year Return 25.64% 22.59%
5-Year Return N/A 18.42%
10-Year Return N/A 16.52%

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 20.92%
1-Month Return 5.04%
3-Month Return 6.27%
1-Year Return 6.27%
3-Year Return 25.64%
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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VTSMX 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.

VTSMX performance & returns

YTD Return 25.13%
1-Month Return 3.56%
3-Month Return 7.13%
1-Year Return 7.13%
3-Year Return 22.59%
5-Year Return 18.42%
10-Year Return 16.52%
VTSMX expense ratio is 0.14%.

VTSMX 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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