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 Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | VMAX vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | VMAX vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | VMAX vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | VMAX vs SPYV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | VMAX vs VTV |
Best Risk-Adjusted Alternatives to VMAX
VMAX has a PortfoliosLab risk / return rank of 94. There are 32 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 MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | VMAX vs VLUE | |
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | VMAX vs PWV | |
| SEI QiM U.S. Large Cap Value Active ETF | 96 | 956.28M | May 2022 | VMAX vs SEIV | |
| iShares Russell Top 200 Value ETF | 96 | 3.98B | Sep 2009 | VMAX vs IWX | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | VMAX vs VFLO |
Top Performing VMAX Alternatives (YTD)
VMAX is at 18.73% YTD. There are 33 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.20% | 9.07B | Apr 2013 | VMAX vs VLUE | |
| VictoryShares Free Cash Flow ETF | 27.47% | 9.18B | Jun 2023 | VMAX vs VFLO | |
| iShares Core Dividend ETF | 25.86% | 1.71B | Nov 2017 | VMAX vs DIVB | |
| Bushido Capital US Equity ETF | 23.66% | 479.57M | Sep 2023 | VMAX vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 23.60% | 17.85B | Sep 2021 | VMAX vs AVLV |
Lowest Volatility Alternatives to VMAX
VMAX has 11.99% 1-year volatility. There are 92 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.03% | 60.32M | Oct 2025 | VMAX vs KWIN | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | VMAX vs INCE | |
| Bahl & Gaynor Income Growth ETF | 8.91% | 342.03M | Sep 2023 | VMAX vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.99% | 6.25B | Jun 2006 | VMAX vs DLN | |
| Absolute Select Value ETF | 9.12% | 143.00M | Jan 2020 | VMAX vs ABEQ |
Lowest Drawdown Alternatives to VMAX
VMAX has a 1-year max drawdown of -4.93%. There are 4 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 Large Cap Value ETF | -4.05% | 1.72B | 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% | 7.77B | Mar 2006 | VMAX vs FDL | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | VMAX vs INCE | |
| First Trust Large Cap Value AlphaDEX Fund | -5.13% | 1.40B | 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 | 52 | 1.08% | 1.07B | Sep 2021 | VMAX vs HFSI | |
| Hartford Multifactor US Equity ETF | Large Cap Growth Equities | 92 | 17.13% | 705.83M | Feb 2015 | VMAX vs ROUS | |
| Hartford Multifactor Developed Markets (ex-US) ETF | Foreign Large Cap Equities | 91 | 14.35% | 1.63B | Feb 2015 | VMAX vs RODM | |
| Hartford Multifactor Emerging Markets ETF | Emerging Markets Equities | 79 | 18.83% | 106.24M | Feb 2015 | VMAX vs ROAM | |
| Hartford Municipal Opportunities ETF | Municipal Bonds | 57 | 0.45% | 784.49M | Dec 2017 | VMAX vs HMOP | |
| Hartford Schroders Tax-Aware Bond ETF | Intermediate Core Bond | 52 | 0.59% | 288.21M | Apr 2018 | VMAX vs HTAB | |
| Hartford Core Bond ETF | Intermediate Core Bond | 23 | -0.44% | 398.57M | Feb 2020 | VMAX vs HCRB | |
| Hartford Multifactor Small Cap ETF | Small Cap Blend Equities | 94 | 21.44% | 61.48M | Mar 2015 | VMAX vs ROSC | |
| Hartford Total Return Bond ETF | Intermediate Core-Plus Bond | 26 | -0.39% | 2.21B | Sep 2017 | VMAX vs HTRB | |
| Hartford Large Cap Growth ETF | Large Cap Growth Equities | 27 | 5.49% | 200.91M | Nov 2021 | VMAX vs HFGO |
Often Compared With VMAX
Investors most often compare VMAX with VVIAX, CGDV, VSGAX. These 20 comparison targets span 12 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