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VMAX vs BUSA

Hartford US Value ETF vs Brandes U.S. Value ETF

VMAX

Hartford US Value ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$47M

BUSA

Brandes U.S. Value ETF

Brandes

Annual cost

0.60%

Fund size

$292M

Key differences

  • VMAX costs 0.31% less per year.
  • BUSA is significantly larger than VMAX — larger funds tend to be more liquid and less likely to close.
  • VMAX follows a index tracking strategy; BUSA uses active selection.

Side-by-side comparison

VMAXBUSA
Annual cost (TER)0.29%0.60%
Fund size (AUM)$47M$292M
Since20232023
Dividend yield1.92%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.2%+23.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.35%11.96%
Max drawdown-19.05%-14.19%

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

Similar to VMAX and BUSA