VMAX vs. VB
Compare and contrast key facts about Hartford US Value ETF (VMAX) and Vanguard Small-Cap ETF (VB).
VMAX and VB 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. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMAX or VB.
Correlation
The correlation between VMAX and VB is 0.62, 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. VB - Performance Comparison
Key characteristics
VMAX:
1.73
VB:
0.94
VMAX:
2.67
VB:
1.40
VMAX:
1.36
VB:
1.17
VMAX:
2.33
VB:
1.79
VMAX:
6.92
VB:
4.10
VMAX:
3.15%
VB:
3.76%
VMAX:
12.59%
VB:
16.37%
VMAX:
-9.35%
VB:
-59.57%
VMAX:
-1.42%
VB:
-4.66%
Returns By Period
In the year-to-date period, VMAX achieves a 7.27% return, which is significantly higher than VB's 3.41% return.
VMAX
7.27%
2.59%
9.59%
21.28%
N/A
N/A
VB
3.41%
-0.02%
9.05%
17.48%
9.71%
9.08%
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VMAX vs. VB - Expense Ratio Comparison
VMAX has a 0.29% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
VMAX vs. VB — Risk-Adjusted Performance Rank
VMAX
VB
VMAX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford US Value ETF (VMAX) and Vanguard Small-Cap ETF (VB). 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. VB - Dividend Comparison
VMAX's dividend yield for the trailing twelve months is around 1.82%, more than VB's 1.26% 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% |
VB Vanguard Small-Cap ETF | 1.26% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
VMAX vs. VB - Drawdown Comparison
The maximum VMAX drawdown since its inception was -9.35%, smaller than the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for VMAX and VB. For additional features, visit the drawdowns tool.
Volatility
VMAX vs. VB - Volatility Comparison
The current volatility for Hartford US Value ETF (VMAX) is 2.33%, while Vanguard Small-Cap ETF (VB) has a volatility of 3.81%. This indicates that VMAX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.