Hartford US Value ETF (VMAX) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with VMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VMAX
VMAX charges 0.29% annually. There are 39 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | VMAX vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | VMAX vs SPYV | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | VMAX vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | VMAX vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | VMAX vs ILCV |
Best Risk-Adjusted Alternatives to VMAX
VMAX has a PortfoliosLab risk / return rank of 75. There are 45 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | VMAX vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | VMAX vs SEIV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | VMAX vs LSVD | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | VMAX vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 25.47B | Aug 2013 | VMAX vs FNDX |
Top Performing VMAX Alternatives (YTD)
VMAX is at 12.22% YTD. There are 41 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 49.00% | 15.87B | Apr 2013 | VMAX vs VLUE | |
| Clough Select Equity ETF | 32.18% | 52.30M | Nov 2020 | VMAX vs CBSE | |
| Eventide High Dividend ETF | 21.38% | 150.61M | Sep 2024 | VMAX vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 20.98% | 164.26M | Jul 2023 | VMAX vs ROE | |
| Avantis U.S. Large Cap Value ETF | 20.64% | 12.01B | Sep 2021 | VMAX vs AVLV |
Lowest Volatility Alternatives to VMAX
VMAX has 12.22% 1-year volatility. There are 103 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.76% | 32.39M | Apr 2023 | VMAX vs MDLV | |
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.82% | 212.00M | Aug 2020 | VMAX vs FUNL | |
| Absolute Select Value ETF | 8.91% | 140.50M | Jan 2020 | VMAX vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 9.00% | 342.03M | Sep 2023 | VMAX vs BGIG | |
| Opal Dividend Income ETF | 9.28% | 247.48M | Jan 2021 | VMAX vs DIVZ |
Lowest Drawdown Alternatives to VMAX
VMAX has a 1-year max drawdown of -4.93%. There are 5 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | -3.83% | 212.00M | Aug 2020 | VMAX vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | VMAX vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | VMAX vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | VMAX vs MDLV | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | VMAX vs GCOW |
Other ETFs from Hartford
The 10 most viewed Hartford ETFs shown here include HFSI, RODM, ROUS and span 9 categories. AUM among these funds goes as high as $2B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hartford Strategic Income ETF | Multisector Bonds | 68 | 1.38% | 804.98M | Sep 2021 | VMAX vs HFSI | |
| Hartford Multifactor Developed Markets (ex-US) ETF | Foreign Large Cap Equities | 73 | 10.99% | 1.55B | Feb 2015 | VMAX vs RODM | |
| Hartford Multifactor US Equity ETF | Large Cap Growth Equities | 83 | 16.55% | 632.73M | Feb 2015 | VMAX vs ROUS | |
| Hartford Multifactor Emerging Markets ETF | Emerging Markets Equities | 91 | 26.83% | 119.41M | Feb 2015 | VMAX vs ROAM | |
| Hartford Schroders Tax-Aware Bond ETF | Intermediate Core Bond | 51 | 1.48% | 301.68M | Apr 2018 | VMAX vs HTAB | |
| Hartford Municipal Opportunities ETF | Municipal Bonds | 70 | 1.60% | 763.65M | Dec 2017 | VMAX vs HMOP | |
| Hartford AAA CLO ETF | CLO | — | — | 87.85M | May 2018 | VMAX vs HSRT | |
| Hartford Total Return Bond ETF | Intermediate Core-Plus Bond | 42 | 0.26% | 2.28B | Sep 2017 | VMAX vs HTRB | |
| Hartford Multifactor Small Cap ETF | Small Cap Blend Equities | 65 | 11.71% | 57.14M | Mar 2015 | VMAX vs ROSC | |
| Hartford Core Bond ETF | Intermediate Core Bond | 38 | 0.18% | 365.57M | Feb 2020 | VMAX vs HCRB |
Often Compared With VMAX
Investors most often compare VMAX with VVIAX, CGDV, VSGAX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VMAX with Any Fund or Stock
Compare VMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VMAX with funds that move differently
Hartford US Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMAX.
Explore VMAX Diversifiers