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 44 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | VMAX vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | VMAX vs IUSV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | VMAX vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | VMAX vs SCHV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | VMAX vs VTV |
Best Risk-Adjusted Alternatives to VMAX
VMAX has a PortfoliosLab risk / return rank of 89. There are 30 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | VMAX vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | VMAX vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | VMAX vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | VMAX vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 93 | 26.25B | Aug 2013 | VMAX vs FNDX |
Top Performing VMAX Alternatives (YTD)
VMAX is at 17.43% YTD. There are 24 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.84% | 9.78B | Apr 2013 | VMAX vs VLUE | |
| Clough Select Equity ETF | 24.90% | 56.12M | Nov 2020 | VMAX vs CBSE | |
| Eventide High Dividend ETF | 22.35% | 150.61M | Sep 2024 | VMAX vs ELCV | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | VMAX vs DIVB | |
| VictoryShares Free Cash Flow ETF | 21.96% | 8.17B | Jun 2023 | VMAX vs VFLO |
Lowest Volatility Alternatives to VMAX
VMAX has 12.19% 1-year volatility. There are 97 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.16% | 60.27M | Oct 2025 | VMAX vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.96% | 6.21B | Jun 2006 | VMAX vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | VMAX vs BGIG | |
| Morgan Dempsey Large Cap Value ETF | 9.02% | 32.39M | Apr 2023 | VMAX vs MDLV | |
| Absolute Select Value ETF | 9.11% | 142.20M | Jan 2020 | VMAX vs ABEQ |
Lowest Drawdown Alternatives to VMAX
VMAX has a 1-year max drawdown of -4.93%. There are 3 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | VMAX vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | VMAX vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | VMAX vs FDL | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | VMAX vs ELCV | |
| First Trust Large Cap Value AlphaDEX Fund | -5.13% | 1.34B | May 2007 | VMAX vs FTA |
Other ETFs from Hartford
The 10 most viewed Hartford ETFs shown here include HFSI, ROUS, RODM and span 8 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 | 66 | 1.15% | 957.44M | Sep 2021 | VMAX vs HFSI | |
| Hartford Multifactor US Equity ETF | Large Cap Growth Equities | 89 | 16.70% | 692.72M | Feb 2015 | VMAX vs ROUS | |
| Hartford Multifactor Developed Markets (ex-US) ETF | Foreign Large Cap Equities | 82 | 11.60% | 1.56B | Feb 2015 | VMAX vs RODM | |
| Hartford Multifactor Emerging Markets ETF | Emerging Markets Equities | 79 | 19.49% | 109.30M | Feb 2015 | VMAX vs ROAM | |
| Hartford Schroders Tax-Aware Bond ETF | Intermediate Core Bond | 64 | 1.58% | 297.38M | Apr 2018 | VMAX vs HTAB | |
| Hartford Municipal Opportunities ETF | Municipal Bonds | 73 | 1.63% | 781.45M | Dec 2017 | VMAX vs HMOP | |
| Hartford Core Bond ETF | Intermediate Core Bond | 33 | -0.20% | 401.39M | Feb 2020 | VMAX vs HCRB | |
| Hartford Total Return Bond ETF | Intermediate Core-Plus Bond | 37 | -0.05% | 2.23B | Sep 2017 | VMAX vs HTRB | |
| Hartford Multifactor Small Cap ETF | Small Cap Blend Equities | 87 | 19.29% | 61.26M | Mar 2015 | VMAX vs ROSC | |
| Hartford Large Cap Growth ETF | Large Cap Growth Equities | 26 | 6.39% | 213.64M | Nov 2021 | VMAX vs HFGO |
Often Compared With VMAX
Investors most often compare VMAX with VVIAX, CGDV, VSGAX. These 20 comparison targets span 10 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