Compare · 2 funds side by side · dividends reinvested

VMAX and IUSV

VMAXHartford×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,016IUSV · best of the two

02 / 04

VMAX and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford US Value ETFUS Stock Styles · Value0.29%2.04%+23.2%+26.8%[…][…]−4.9%11.5%$3M1.3

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VMAX 2023 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hartford US Value ETF · $3M[…]

VMAX

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 27.4% in common

VMAXMeasureIUSV

+23.2%Year to dateJan 1 → Nov 3+13.8%

+26.8%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $17,084+19.5%

[…]5 years · per year$10,000 became […] · $17,016+11.2%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

2.04%Trailing 12-mo yield$204 · $164 a year on $10k1.64%

−4.9%Worst dropSmaller is better−6.4%

11.5%VolatilityLower is calmer9.6%

VMAXIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2VMAX wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VMAX vs IUSV: Top 5 Holdings

Today

VMAX

10.0%in top 5

IUSV

in top 516.8%

VMAXStockIUSV

not top 5AAPL7.8%

not top 5AMZN3.4%

not top 5XOM2.4%

2.1%EOGnot top 5

2.1%Vnot top 5

2.0%MAnot top 5

1.9%PGRnot top 5

1.9%BRK-Bnot top 5

not top 5WMT1.7%

not top 5CVX1.4%

Held in common27.4%

End-of-day Nov 3, 2026 · share of each fund

VMAX vs IUSV Returns, Every Period

HartfordVMAX

+26.8%

past year

IUSViShares

+16.1%

past year

VMAXIUSVFaded: behind in that period

2–0VMAX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VMAX vs IUSV

YTD

HartfordVMAX

+23.2%

IUSViShares

+13.8%

+23.2%Year to date+13.8%

−4.9%Worst drop · 1Y−6.4%

11.5%Volatility · 1Y9.6%

2.0%Yield1.6%

$3.3MAssets$28.4B

3–1VMAX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VMAX, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

VMAX0.29%$29

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VMAX, IUSV

2.04%highest, VMAX

FundTrailing yieldYield$10k

VMAX2.04%$204

IUSV1.64%$164

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, VMAX

VMAX$204 − $29 = $175

IUSV$164 − $4 = $160

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VMAX, IUSV

Today

27.4%most shared, VMAX and IUSV

VMAXIUSV

VMAX—27.4%

IUSV27.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.8%VMAX, at 11.5% volatility

IUSVWorst drop−6.4%9.6% vol

VMAXWorst drop−4.9%11.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VMAXIUSV

+23.2%Year to date+13.8%

2.0%Yield1.6%

+26.8%Past year+16.1%

0.29%Fee0.04%

3–1VMAX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026