VMAX vs. SCHG
Compare and contrast key facts about Hartford US Value ETF (VMAX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
VMAX and SCHG 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. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMAX or SCHG.
Key characteristics
| VMAX | SCHG | |
|---|---|---|
| YTD Return | 22.86% | 34.22% |
| Daily Std Dev | 12.78% | 17.06% |
| Max Drawdown | -5.67% | -34.59% |
| Current Drawdown | -0.70% | 0.00% |
Correlation
The correlation between VMAX and SCHG is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VMAX vs. SCHG - Performance Comparison
In the year-to-date period, VMAX achieves a 22.86% return, which is significantly lower than SCHG's 34.22% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VMAX vs. SCHG - Expense Ratio Comparison
VMAX has a 0.29% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
VMAX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford US Value ETF (VMAX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
Not enough dataDividends
VMAX vs. SCHG - Dividend Comparison
VMAX's dividend yield for the trailing twelve months is around 1.37%, more than SCHG's 0.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMAX Hartford US Value ETF | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
VMAX vs. SCHG - Drawdown Comparison
The maximum VMAX drawdown since its inception was -5.67%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for VMAX and SCHG. For additional features, visit the drawdowns tool.
Volatility
VMAX vs. SCHG - Volatility Comparison
Hartford US Value ETF (VMAX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.37% and 5.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.