VMAX vs. VVIAX

In the year-to-date period, VMAX achieves a -4.07% return, which is significantly lower than VVIAX's -2.10% return.

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VMAX has a 0.29% expense ratio, which is higher than VVIAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hartford US Value ETF (VMAX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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.

The current VMAX Sharpe Ratio is 0.09, which is lower than the VVIAX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of VMAX and VVIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMAX's dividend yield for the trailing twelve months is around 2.12%, less than VVIAX's 2.37% yield.

The maximum VMAX drawdown since its inception was -95.29%, which is greater than VVIAX's maximum drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for VMAX and VVIAX. For additional features, visit the drawdowns tool.

Hartford US Value ETF (VMAX) has a higher volatility of 13.88% compared to Vanguard Value Index Fund Admiral Shares (VVIAX) at 11.16%. This indicates that VMAX's price experiences larger fluctuations and is considered to be riskier than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.