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 | 16.04% | 22.17% |
| 1Y Return | 164.60% | 34.88% |
| 3Y Return (Ann) | 247.20% | 9.95% |
| 5Y Return (Ann) | 247.20% | 19.68% |
| Sharpe Ratio | 1.12 | 2.00 |
| Daily Std Dev | 128.48% | 17.31% |
| Max Drawdown | -95.29% | -34.59% |
| Current Drawdown | -79.03% | -4.31% |
Correlation
The correlation between VMAX and SCHG is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VMAX vs. SCHG - Performance Comparison
In the year-to-date period, VMAX achieves a 16.04% return, which is significantly lower than SCHG's 22.17% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
VMAX vs. SCHG - Dividend Comparison
VMAX's dividend yield for the trailing twelve months is around 0.88%, more than SCHG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMAX Hartford US Value ETF | 0.88% | 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 | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.27% | 1.22% | 1.09% | 1.07% |
Drawdowns
VMAX vs. SCHG - Drawdown Comparison
The maximum VMAX drawdown since its inception was -95.29%, which is greater than SCHG's maximum 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
The current volatility for Hartford US Value ETF (VMAX) is 3.83%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.46%. This indicates that VMAX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.