Screener
VMAX vs DFAT
Hartford US Value ETF vs Dimensional U.S. Targeted Value ETF
Key differences
- DFAT is significantly larger than VMAX — larger funds tend to be more liquid and less likely to close.
- VMAX follows a index tracking strategy; DFAT uses active selection.
- DFAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VMAX | DFAT | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.28% |
| Fund size (AUM) | $47M | $13.7B |
| Since | 2023 | 1998 |
| Dividend yield | 1.92% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.2% | +31.8% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 12.35% | 16.98% |
| Max drawdown | -19.05% | -26.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to VMAX and DFAT
Explore further