VMAX vs. VSGAX
Compare and contrast key facts about Hartford US Value ETF (VMAX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX).
VMAX is an actively managed fund by Hartford. It was launched on Dec 5, 2023. VSGAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMAX or VSGAX.
Correlation
The correlation between VMAX and VSGAX is 0.55, 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. VSGAX - Performance Comparison
Key characteristics
VMAX:
1.73
VSGAX:
0.91
VMAX:
2.67
VSGAX:
1.34
VMAX:
1.36
VSGAX:
1.16
VMAX:
2.33
VSGAX:
0.78
VMAX:
6.92
VSGAX:
4.04
VMAX:
3.15%
VSGAX:
4.06%
VMAX:
12.59%
VSGAX:
17.97%
VMAX:
-9.35%
VSGAX:
-38.70%
VMAX:
-1.42%
VSGAX:
-4.09%
Returns By Period
In the year-to-date period, VMAX achieves a 7.27% return, which is significantly higher than VSGAX's 4.01% return.
VMAX
7.27%
2.59%
9.59%
21.28%
N/A
N/A
VSGAX
4.01%
0.41%
12.65%
19.23%
7.64%
8.97%
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VMAX vs. VSGAX - Expense Ratio Comparison
VMAX has a 0.29% expense ratio, which is higher than VSGAX's 0.07% expense ratio.
Risk-Adjusted Performance
VMAX vs. VSGAX — Risk-Adjusted Performance Rank
VMAX
VSGAX
VMAX vs. VSGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford US Value ETF (VMAX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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. VSGAX - Dividend Comparison
VMAX's dividend yield for the trailing twelve months is around 1.82%, more than VSGAX's 0.52% 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% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.52% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% | 1.01% |
Drawdowns
VMAX vs. VSGAX - Drawdown Comparison
The maximum VMAX drawdown since its inception was -9.35%, smaller than the maximum VSGAX drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for VMAX and VSGAX. For additional features, visit the drawdowns tool.
Volatility
VMAX vs. VSGAX - Volatility Comparison
The current volatility for Hartford US Value ETF (VMAX) is 2.33%, while Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a volatility of 4.64%. This indicates that VMAX experiences smaller price fluctuations and is considered to be less risky than VSGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.