Compare · 2 funds side by side · dividends reinvested

VMAX and VIG

VMAXHartford×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

VMAX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: VMAX 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hartford US Value ETF · $3M[…]

VMAX

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 21.4% in common

VMAXMeasureVIG

+25.8%Year to dateJan 1 → Nov 4+16.4%

+29.6%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

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

2.00%Trailing 12-mo yield$200 · $144 a year on $10k1.44%

−4.9%Worst dropSmaller is better−7.9%

11.7%VolatilityLower is calmer10.2%

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

4–2VMAX 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 VIG: Top 5 Holdings

Today

VMAX

10.0%in top 5

VIG

in top 522.1%

VMAXStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.1%EOGnot top 5

2.0%Vnot top 5

2.0%MAnot top 5

1.9%BRK-Bnot top 5

1.9%ANTMnot top 5

Held in common21.4%

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

VMAX vs VIG Returns, Every Period

HartfordVMAX

+29.6%

past year

VIGVanguard

+18.9%

past year

VMAXVIGFaded: behind in that period

2–0VMAX wins

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

Stocks vs Income: VMAX vs VIG

YTD

HartfordVMAX

+25.8%

VIGVanguard

+16.4%

+25.8%Year to date+16.4%

−4.9%Worst drop · 1Y−7.9%

11.7%Volatility · 1Y10.2%

2.0%Yield1.4%

$3.3MAssets$109B

3–1VMAX wins

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

Cost, Income and Risk

Fees: VMAX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VMAX0.29%$29

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

Yields: VMAX, VIG

2.00%highest, VMAX

FundTrailing yieldYield$10k

VMAX2.00%$200

VIG1.44%$144

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

Income After Fees on $10,000

$171most kept, VMAX

VMAX$200 − $29 = $171

VIG$144 − $4 = $140

KeptFee

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

Overlap: VMAX, VIG

Today

21.4%most shared, VMAX and VIG

VMAXVIG

VMAX—21.4%

VIG21.4%—

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

Return vs Bumpiness: 2 ETFs

+29.6%VMAX, at 11.7% volatility

VIGWorst drop−7.9%10.2% 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

VMAXVIG

+25.8%Year to date+16.4%

2.0%Yield1.4%

+29.6%Past year+18.9%

0.29%Fee0.04%

3–1VMAX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026