VMAX vs. SCHD
Compare and contrast key facts about Hartford US Value ETF (VMAX) and Schwab US Dividend Equity ETF (SCHD).
VMAX and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VMAX is an actively managed fund by Hartford. It was launched on Dec 5, 2023. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMAX or SCHD.
Correlation
The correlation between VMAX and SCHD is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VMAX vs. SCHD - Performance Comparison
Key characteristics
VMAX:
1.73
SCHD:
1.19
VMAX:
2.67
SCHD:
1.76
VMAX:
1.36
SCHD:
1.21
VMAX:
2.33
SCHD:
1.70
VMAX:
6.92
SCHD:
4.36
VMAX:
3.15%
SCHD:
3.10%
VMAX:
12.59%
SCHD:
11.38%
VMAX:
-9.35%
SCHD:
-33.37%
VMAX:
-1.42%
SCHD:
-3.68%
Returns By Period
In the year-to-date period, VMAX achieves a 7.27% return, which is significantly higher than SCHD's 3.15% return.
VMAX
7.27%
2.59%
9.59%
21.28%
N/A
N/A
SCHD
3.15%
0.68%
4.27%
13.92%
11.66%
11.18%
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VMAX vs. SCHD - Expense Ratio Comparison
VMAX has a 0.29% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
VMAX vs. SCHD — Risk-Adjusted Performance Rank
VMAX
SCHD
VMAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford US Value ETF (VMAX) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VMAX vs. SCHD - Dividend Comparison
VMAX's dividend yield for the trailing twelve months is around 1.82%, less than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMAX Hartford US Value ETF | 1.82% | 1.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
VMAX vs. SCHD - Drawdown Comparison
The maximum VMAX drawdown since its inception was -9.35%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VMAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
VMAX vs. SCHD - Volatility Comparison
The current volatility for Hartford US Value ETF (VMAX) is 2.33%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.33%. This indicates that VMAX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.