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HIS vs VMAX

Humilis US Focused Opportunities ETF vs Hartford US Value ETF

HIS

Humilis US Focused Opportunities ETF

Humilis Investment Strategies

Annual cost

0.54%

Fund size

VMAX

Hartford US Value ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$47M

Key differences

  • VMAX costs 0.25% less per year.
  • HIS follows a active selection strategy; VMAX uses index tracking.

Side-by-side comparison

HISVMAX
Annual cost (TER)0.54%0.29%
Fund size (AUM)$47M
Since20262023
Dividend yield1.92%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.35%
Max drawdown0.00%-19.05%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HIS and VMAX