Compare · 2 funds side by side · dividends reinvested

VMAX and IWD

VMAXHartford×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

VMAX and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.3

Hartford US Value ETFUS Stock Styles · Value0.29%2.00%+25.8%+29.6%[…][…]−4.9%11.7%$3M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: VMAX 2023 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hartford US Value ETF · $3M[…]

VMAX

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

VMAXMeasureIWD

+25.8%Year to dateJan 1 → Nov 4+27.5%

+29.6%1 yearTotal return+32.0%

[…]3 years · per year$10,000 became […] · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

2.00%Trailing 12-mo yield$200 · $133 a year on $10k1.33%

−4.9%Worst dropSmaller is better−6.8%

11.7%VolatilityLower is calmer11.2%

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

2–4IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VMAX vs IWD: Top 5 Holdings

Today

VMAX

10.0%in top 5

IWD

in top 521.9%

VMAXStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

1.9%BRK-B2.7%

not top 5JPM2.4%

2.1%EOGnot top 5

2.0%Vnot top 5

2.0%MAnot top 5

1.9%ANTMnot top 5

Held in common26.7%

End-of-day Nov 4, 2026 · share of each fund

VMAX vs IWD Returns, Every Period

HartfordVMAX

+29.6%

past year

IWDiShares

+32.0%

past year

VMAXIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VMAX vs IWD

YTD

HartfordVMAX

+25.8%

IWDiShares

+27.5%

+25.8%Year to date+27.5%

−4.9%Worst drop · 1Y−6.8%

11.7%Volatility · 1Y11.2%

2.0%Yield1.3%

$3.3MAssets$83.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VMAX, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

VMAX0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VMAX, IWD

2.00%highest, VMAX

FundTrailing yieldYield$10k

VMAX2.00%$200

IWD1.33%$133

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$171most kept, VMAX

VMAX$200 − $29 = $171

IWD$133 − $18 = $115

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VMAX, IWD

Today

26.7%most shared, VMAX and IWD

VMAXIWD

VMAX—26.7%

IWD26.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

VMAXWorst drop−4.9%11.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VMAXIWD

+25.8%Year to date+27.5%

2.0%Yield1.3%

+29.6%Past year+32.0%

0.29%Fee0.18%

3–1IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026