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VMAX vs SCHG

Hartford US Value ETF vs Schwab U.S. Large-Cap Growth ETF

VMAX

Hartford US Value ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$47M

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$55.6B

Key differences

  • SCHG costs 0.25% less per year.
  • SCHG is significantly larger than VMAX — larger funds tend to be more liquid and less likely to close.
  • SCHG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VMAXSCHG
Annual cost (TER)0.29%0.04%
Fund size (AUM)$47M$55.6B
Since20232009
Dividend yield1.92%0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+27.0%
CAGR 3YN/A+27.2%
CAGR 5YN/A+16.1%
Sharpe 3YN/A1.15
Volatility 1Y12.35%15.60%
Max drawdown-19.05%-34.59%

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

Similar to VMAX and SCHG