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RODM vs VMAX

Hartford Multifactor Developed Markets (ex-US) ETF vs Hartford US Value ETF

RODM

Hartford Multifactor Developed Markets (ex-US) ETF

Annual cost

0.29%

Fund size

$1.6B

VMAX

Hartford US Value ETF

Annual cost

0.29%

Fund size

$47M

Key differences

Both RODM and VMAX are equity ETFs. RODM charges 0.29% a year and VMAX 0.29%. The main difference: RODM follows a index enhanced strategy; VMAX uses index tracking.

  • RODM follows a index enhanced strategy; VMAX uses index tracking.
  • RODM covers global markets excluding the US; VMAX covers North America.
  • RODM is much larger than VMAX. Larger funds are usually more liquid and less likely to close.
  • RODM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RODMVMAX
Annual cost (TER)0.29%0.29%
Fund size (AUM)$1.6B$47M
Since20152023
Dividend yield2.78%1.91%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex enhancedindex tracking
CAGR 1Y+26.3%+29.6%
CAGR 3Y+20.9%N/A
CAGR 5Y+9.7%N/A
Sharpe 3Y1.34N/A
Volatility 1Y11.02%12.37%
Max drawdown-35.98%-19.05%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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