VTV vs VMAX
YTDYear to date
VMAX wins+3.1 pts
Past year
VMAX wins+3.3 pts
Fee
VTV winslower fee
Yield
VMAX wins+0.2 pts
AUM
VTV56475.0× more
3–1VMAX wins
VTV and VMAX · year-to-date · as of Nov 9, 2026 · AUM not scored
VMAX vs S&P 500
YTD$66.30 · +1.5% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+1.5%+4.5%+3.6%+24.0%+28.8%——+77.8%
Peer average+2.0%+2.6%+0.3%+18.8%+24.2%+74.4%+71.9%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Hartford VMAX and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
VMAX’s Holdings
TodayV2.1%EOG2.0%MA2.0%ANTM2.0%BRK-B2.0%PGR1.9%TGT1.9%ALL1.8%BMY1.8%PRU1.8%BBY1.8%META1.6%0Y0Y.L1.5%APA1.5%M1.5%NEM1.5%TRV1.5%PYPL1.5%TROW1.4%C1.4%GILD1.4%HPQ1.4%
VVisa Shares 00012.1%EOG2.0%MA2.0%ANTM2.0%BRK-B2.0%PGR1.9%TGT1.9%ALL1.8%BMY1.8%PRU1.8%BBY1.8%META1.6%
Financial ServicesHealthcareEnergyTechnologyCommunication ServicesOther
Hartford VMAX · 166 holdings · top 22 shown · tile size = share of the fund · as of Nov 9, 2026
All 84 Value ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Morningstar ValueReadDesk | 0.03% | 1.8% | +20.9% | +20.9% | $184B | |
| 2 | IWD | Russell 1000 ValueReadDesk | 0.18% | 1.3% | +26.2% | +26.2% | $82.9B | |
| 3 | DFAT | Dimensional - US Targeted ValueReadDesk | 0.31% | 1.3% | +19.3% | +19.3% | $30.8B | |
| 4 | IUSV | Core S&P U.S. ValueReadDesk | 0.04% | 1.6% | +14.7% | +14.7% | $28.2B | |
| 5 | VONV | Russell 1000 ValueReadDesk | 0.06% | 1.5% | +26.3% | +26.3% | $21.7B | |
| 6 | PVAL | Putnam Focused Large Cap ValueReadDesk | 0.56% | 0.9% | +21.6% | +21.6% | $15.5B | |
| 7 | DFUV | Dimensional - US Marketwide ValueReadDesk | 0.21% | 1.3% | +23.0% | +23.0% | $15.3B | |
| 8 | MGV | Morningstar Mega Cap ValueReadDesk | 0.05% | 1.8% | +21.0% | +21.0% | $13.5B | |
| 9 | VLUE | MSCI USA Value FactorReadDesk | 0.15% | 1.7% | +38.6% | +38.6% | $8.9B | |
| 10 | JAVA | JPMorgan Active ValueReadDesk | 0.44% | 1.1% | +18.6% | +18.6% | $7.4B | |
| 11 | DFLV | Dimensional - US Large Cap ValueReadDesk | 0.21% | 1.4% | +23.7% | +23.7% | $7.3B | |
| 12 | IVLU | MSCI Intl Value FactorReadDesk | 0.31% | 3.3% | +15.0% | +15.0% | $4.5B | |
| 13 | IWX | Russell Top 200 ValueReadDesk | 0.20% | 1.3% | +27.0% | +27.0% | $4.0B | |
| 14 | WTV | WisdomTree U.S. ValueReadDesk | 0.12% | 2.0% | +17.3% | +17.3% | $3.3B | |
| 15 | NULV | Nuveen ESG Large-Cap ValueReadDesk | 0.26% | 1.3% | +21.7% | +21.7% | $2.6B | |
| 16 | BKDV | BNY Mellon Dynamic ValueReadDesk | 0.60% | 0.5% | +21.3% | +21.3% | $2.3B |
1–16 of 84Page 1 of 6
Value · current AUM · as of Nov 9, 2026
VMAX Payouts by Year
3YLatest payout, Sep 2026
$0.44
a share · every quarter
2.0% yield
2.0% yield
3 years added up
$3.05 a share
$3.05 a share
Hartford VMAX · per-share distributions by ex-date · 2024–2026
VMAX’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Morningstar Value ETFReadVersus | 0.03% | 1.8% | +2.0% | +20.9% | +25.4% | $184B | |
| 2 | IWD | iShares Russell 1000 Value ETFReadVersus | 0.18% | 1.3% | +2.0% | +26.2% | +31.3% | $82.9B | |
| 3 | DFAT | Dimensional - US Targeted Value ETFReadVersus | 0.31% | 1.3% | +2.4% | +19.3% | +26.4% | $30.8B | |
| 4 | IUSV | iShares Core S&P U.S. Value ETFReadVersus | 0.04% | 1.6% | +2.1% | +14.7% | +18.2% | $28.2B | |
| 5 | VONV | Vanguard Russell 1000 Value ETFReadVersus | 0.06% | 1.5% | +2.0% | +26.3% | +31.5% | $21.7B | |
| 6 | VMAX | Hartford US Value ETFThis fund | 0.29% | 2.0% | +1.5% | +24.0% | +28.8% | $3.3M |
#10 of 78 this year · #25 cheapest of 84 · sorted by assetsOpen the US Stock Styles table →
VMAX and its peer group · total return · as of Nov 10, 2026
Cards for This View
VMAX’s Top 10 Holdings
Today19.3%of VMAX sits in these 10
Hartford VMAX · weight in the fund · as of Nov 9, 2026
VMAX’s Holdings
TodayV2.1%EOG2.0%MA2.0%ANTM2.0%BRK-B2.0%PGR1.9%TGT1.9%ALL1.8%BMY1.8%PRU1.8%BBY1.8%META1.6%0Y0Y.L1.5%APA1.5%M1.5%NEM1.5%TRV1.5%PYPL1.5%TROW1.4%C1.4%GILD1.4%HPQ1.4%
VVisa Shares 00012.1%EOG2.0%MA2.0%ANTM2.0%BRK-B2.0%PGR1.9%TGT1.9%ALL1.8%BMY1.8%PRU1.8%BBY1.8%META1.6%
Financial ServicesHealthcareEnergyTechnologyCommunication ServicesOther
Hartford VMAX · 166 holdings · top 22 shown · tile size = share of the fund · as of Nov 9, 2026
VMAX vs Peer Average
YTDVMAXAvsBPeer average
1D+1.5%+2.0%
1M+4.5%+2.6%
3M+3.6%+0.3%
YTD+24.0%+18.8%
1Y+28.8%+24.2%
3Y[…]+74.4%
5Y[…]+71.9%
4–1VMAX wins
83 Value peers · each row scaled to its leader