VMAX vs. ESG ETF Comparison
Comparison of Hartford US Value ETF (VMAX) to FlexShares STOXX US ESG Impact Index Fund (ESG)
VMAX
Hartford US Value ETF
VMAX Description
The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.
Grade (RS Rating)
Last Trade
$51.92
Average Daily Volume
72
Number of Holdings
*
148
* may have additional holdings in another (foreign) market
ESG
FlexShares STOXX US ESG Impact Index Fund
ESG Description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.Grade (RS Rating)
Last Trade
$140.22
Average Daily Volume
4,414
Number of Holdings
*
259
* may have additional holdings in another (foreign) market
Performance
| Period | VMAX | ESG |
|---|---|---|
| 30 Days | 3.35% | 3.59% |
| 60 Days | 4.23% | 3.59% |
| 90 Days | 5.95% | 6.22% |
| 12 Months | 27.36% |
67 Overlapping Holdings
| Symbol | Grade | Weight in VMAX | Weight in ESG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.34% | 4.84% | 0.34% | |
| AEP | D | 0.08% | 0.2% | 0.08% | |
| AMAT | F | 0.16% | 0.5% | 0.16% | |
| AMT | D | 0.63% | 0.37% | 0.37% | |
| BAC | A | 1.26% | 1.03% | 1.03% | |
| BBY | D | 1.29% | 0.09% | 0.09% | |
| BK | A | 1.22% | 0.23% | 0.23% | |
| BKNG | A | 0.01% | 0.55% | 0.01% | |
| BRK.A | B | 0.92% | 3.02% | 0.92% | |
| C | A | 1.89% | 0.64% | 0.64% | |
| CAT | B | 0.7% | 0.31% | 0.31% | |
| CB | C | 0.66% | 0.26% | 0.26% | |
| CMI | A | 0.14% | 0.17% | 0.14% | |
| CSCO | B | 0.27% | 0.96% | 0.27% | |
| CTAS | B | 0.52% | 0.37% | 0.37% | |
| CTSH | B | 0.14% | 0.1% | 0.1% | |
| CVS | D | 1.76% | 0.28% | 0.28% | |
| CVX | A | 0.75% | 1.36% | 0.75% | |
| DKS | C | 0.11% | 0.02% | 0.02% | |
| DUK | C | 0.92% | 0.21% | 0.21% | |
| ELV | F | 1.12% | 0.39% | 0.39% | |
| ETR | B | 0.96% | 0.08% | 0.08% | |
| FANG | D | 0.03% | 0.05% | 0.03% | |
| FDX | B | 1.16% | 0.22% | 0.22% | |
| FITB | A | 0.83% | 0.08% | 0.08% | |
| GILD | C | 0.85% | 0.28% | 0.28% | |
| GS | A | 0.47% | 0.92% | 0.47% | |
| GWW | B | 0.47% | 0.17% | 0.17% | |
| HBAN | A | 0.7% | 0.06% | 0.06% | |
| HD | A | 0.32% | 0.99% | 0.32% | |
| HPE | B | 0.98% | 0.12% | 0.12% | |
| HPQ | B | 1.93% | 0.17% | 0.17% | |
| IBM | C | 0.07% | 0.95% | 0.07% | |
| IRM | D | 0.85% | 0.13% | 0.13% | |
| ITW | B | 0.43% | 0.13% | 0.13% | |
| JNJ | D | 0.96% | 1.79% | 0.96% | |
| JPM | A | 1.34% | 3.38% | 1.34% | |
| KR | B | 1.18% | 0.2% | 0.2% | |
| LLY | F | 0.18% | 2.2% | 0.18% | |
| LOW | D | 0.58% | 0.51% | 0.51% | |
| MA | C | 1.35% | 1.06% | 1.06% | |
| MCO | B | 1.24% | 0.13% | 0.13% | |
| META | D | 1.36% | 5.19% | 1.36% | |
| MRK | F | 0.24% | 1.02% | 0.24% | |
| MS | A | 0.2% | 0.26% | 0.2% | |
| MSCI | C | 0.23% | 0.12% | 0.12% | |
| NRG | B | 1.5% | 0.04% | 0.04% | |
| NTAP | C | 0.42% | 0.08% | 0.08% | |
| NXPI | D | 0.16% | 0.23% | 0.16% | |
| PYPL | B | 1.09% | 0.29% | 0.29% | |
| QCOM | F | 0.66% | 0.6% | 0.6% | |
| RF | A | 1.13% | 0.06% | 0.06% | |
| SHW | A | 0.88% | 0.15% | 0.15% | |
| STT | A | 1.31% | 0.07% | 0.07% | |
| TGT | F | 1.21% | 0.29% | 0.29% | |
| TJX | A | 0.25% | 0.67% | 0.25% | |
| UNH | C | 0.8% | 0.91% | 0.8% | |
| USB | A | 1.46% | 0.39% | 0.39% | |
| V | A | 0.65% | 2.11% | 0.65% | |
| VICI | C | 0.78% | 0.17% | 0.17% | |
| VLO | C | 1.42% | 0.11% | 0.11% | |
| VZ | C | 1.1% | 0.28% | 0.28% | |
| WMT | A | 0.68% | 1.82% | 0.68% | |
| WSM | B | 0.01% | 0.08% | 0.01% | |
| WY | D | 0.11% | 0.11% | 0.11% | |
| XEL | A | 0.18% | 0.06% | 0.06% | |
| XOM | B | 0.91% | 2.63% | 0.91% |
VMAX Overweight 81 Positions Relative to ESG
| Symbol | Grade | Weight | |
|---|---|---|---|
| EOG | A | 2.03% | |
| MTB | A | 1.87% | |
| WFC | A | 1.82% | |
| LNC | B | 1.59% | |
| STLD | B | 1.51% | |
| T | A | 1.49% | |
| SYF | B | 1.39% | |
| MPC | D | 1.32% | |
| PNC | B | 1.29% | |
| GAP | C | 1.25% | |
| GOOGL | C | 1.2% | |
| NFG | A | 1.18% | |
| LAMR | D | 1.12% | |
| TROW | B | 1.05% | |
| BCC | B | 1.05% | |
| JHG | A | 1.03% | |
| JXN | C | 1.02% | |
| CINF | A | 1.01% | |
| NVDA | C | 0.99% | |
| BLDR | D | 0.93% | |
| APA | D | 0.91% | |
| SO | D | 0.86% | |
| COP | C | 0.83% | |
| DVN | F | 0.81% | |
| DELL | C | 0.77% | |
| HCA | F | 0.71% | |
| ACI | C | 0.68% | |
| NEE | D | 0.68% | |
| OGN | D | 0.68% | |
| RS | B | 0.66% | |
| AVT | C | 0.65% | |
| MO | A | 0.65% | |
| COF | B | 0.62% | |
| HUM | C | 0.61% | |
| CHRD | D | 0.58% | |
| CMC | B | 0.57% | |
| MTG | C | 0.54% | |
| TEX | D | 0.51% | |
| MGY | A | 0.5% | |
| SPG | B | 0.5% | |
| EQIX | A | 0.49% | |
| SW | A | 0.47% | |
| CBT | C | 0.47% | |
| PSX | C | 0.46% | |
| TMUS | B | 0.43% | |
| MLI | C | 0.4% | |
| PRU | A | 0.39% | |
| R | B | 0.39% | |
| UNM | A | 0.36% | |
| RHI | B | 0.34% | |
| BPOP | B | 0.32% | |
| AXS | A | 0.31% | |
| NUE | C | 0.3% | |
| OZK | B | 0.29% | |
| RDN | C | 0.27% | |
| AXP | A | 0.27% | |
| JKHY | D | 0.27% | |
| SBAC | D | 0.27% | |
| MKL | A | 0.26% | |
| DTE | C | 0.26% | |
| LNTH | D | 0.23% | |
| UFPI | B | 0.22% | |
| PHM | D | 0.22% | |
| CFG | B | 0.21% | |
| CRBG | B | 0.2% | |
| M | D | 0.17% | |
| DINO | D | 0.14% | |
| CMCSA | B | 0.13% | |
| COLB | A | 0.12% | |
| PGR | A | 0.12% | |
| HRB | D | 0.11% | |
| EXC | C | 0.11% | |
| FHN | A | 0.1% | |
| OVV | B | 0.08% | |
| CCI | D | 0.07% | |
| ESNT | D | 0.05% | |
| WFRD | D | 0.05% | |
| CHX | C | 0.04% | |
| EG | C | 0.03% | |
| SM | B | 0.02% | |
| FCNCA | A | 0.01% |
VMAX Underweight 192 Positions Relative to ESG
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -5.34% | |
| MSFT | F | -4.72% | |
| TSLA | B | -2.83% | |
| AVGO | D | -1.95% | |
| PG | A | -1.94% | |
| KO | D | -1.2% | |
| ACN | C | -1.12% | |
| COST | B | -1.01% | |
| DIS | B | -0.81% | |
| ADBE | C | -0.76% | |
| AMD | F | -0.74% | |
| ORCL | B | -0.74% | |
| BLK | C | -0.72% | |
| ABT | B | -0.66% | |
| SPGI | C | -0.65% | |
| TXN | C | -0.62% | |
| UNP | C | -0.58% | |
| SYK | C | -0.56% | |
| MU | D | -0.54% | |
| CRM | B | -0.53% | |
| INTC | D | -0.53% | |
| ADP | B | -0.5% | |
| UBER | D | -0.49% | |
| INTU | C | -0.48% | |
| ICE | C | -0.44% | |
| DE | A | -0.44% | |
| VRTX | F | -0.4% | |
| BMY | B | -0.39% | |
| TT | A | -0.38% | |
| NOW | A | -0.36% | |
| MDLZ | F | -0.36% | |
| PFE | D | -0.36% | |
| MDT | D | -0.36% | |
| APO | B | -0.35% | |
| MCD | D | -0.35% | |
| ADSK | A | -0.33% | |
| ZTS | D | -0.32% | |
| WELL | A | -0.32% | |
| PANW | C | -0.32% | |
| GM | B | -0.32% | |
| CL | D | -0.31% | |
| SLB | C | -0.31% | |
| CI | F | -0.3% | |
| MAR | B | -0.28% | |
| MMC | B | -0.27% | |
| CMG | B | -0.27% | |
| AON | A | -0.27% | |
| CRWD | B | -0.26% | |
| MCK | B | -0.26% | |
| HLT | A | -0.25% | |
| TRV | B | -0.24% | |
| LRCX | F | -0.24% | |
| AFL | B | -0.23% | |
| FLUT | A | -0.23% | |
| KMB | D | -0.22% | |
| NKE | D | -0.22% | |
| TFC | A | -0.21% | |
| SNPS | B | -0.21% | |
| BSX | B | -0.21% | |
| ROST | C | -0.2% | |
| MET | A | -0.2% | |
| CBRE | B | -0.2% | |
| SBUX | A | -0.19% | |
| LULU | C | -0.19% | |
| NEM | D | -0.19% | |
| GIS | D | -0.18% | |
| CEG | D | -0.18% | |
| DFS | B | -0.18% | |
| IT | C | -0.17% | |
| ECL | D | -0.17% | |
| GEHC | F | -0.17% | |
| OTIS | C | -0.16% | |
| AJG | B | -0.16% | |
| KLAC | D | -0.15% | |
| WTW | B | -0.15% | |
| FCX | D | -0.15% | |
| HIG | B | -0.14% | |
| PEG | A | -0.14% | |
| HUBS | A | -0.14% | |
| SRE | A | -0.14% | |
| EA | A | -0.13% | |
| EW | C | -0.13% | |
| AWK | D | -0.13% | |
| EIX | B | -0.13% | |
| CDNS | B | -0.13% | |
| VRSK | A | -0.13% | |
| ROK | B | -0.13% | |
| NDAQ | A | -0.13% | |
| WM | A | -0.13% | |
| IQV | D | -0.12% | |
| DD | D | -0.12% | |
| EMR | A | -0.12% | |
| TSCO | D | -0.12% | |
| YUM | B | -0.12% | |
| WDC | D | -0.11% | |
| BDX | F | -0.11% | |
| DECK | A | -0.11% | |
| CLX | B | -0.1% | |
| XYL | D | -0.1% | |
| OMC | C | -0.1% | |
| FDS | B | -0.1% | |
| EBAY | D | -0.1% | |
| DOW | F | -0.1% | |
| BKR | B | -0.1% | |
| HSY | F | -0.1% | |
| FTV | C | -0.1% | |
| WAB | B | -0.09% | |
| BR | A | -0.09% | |
| PSA | D | -0.09% | |
| LII | A | -0.09% | |
| AZO | C | -0.09% | |
| KHC | F | -0.09% | |
| K | A | -0.09% | |
| CAH | B | -0.09% | |
| DOC | D | -0.08% | |
| D | C | -0.08% | |
| LNG | B | -0.08% | |
| NU | C | -0.08% | |
| CCEP | C | -0.08% | |
| PFG | D | -0.08% | |
| AIG | B | -0.08% | |
| ADM | D | -0.08% | |
| CCL | B | -0.08% | |
| ALL | A | -0.08% | |
| RSG | A | -0.07% | |
| VTR | C | -0.07% | |
| ZBRA | B | -0.07% | |
| EXPE | B | -0.07% | |
| STZ | D | -0.07% | |
| GEN | B | -0.07% | |
| XPO | B | -0.07% | |
| BALL | D | -0.07% | |
| PNR | A | -0.07% | |
| NVT | B | -0.06% | |
| HOLX | D | -0.06% | |
| IPG | D | -0.06% | |
| MKC | D | -0.06% | |
| GLW | B | -0.06% | |
| A | D | -0.06% | |
| IDXX | F | -0.06% | |
| ESS | B | -0.06% | |
| ACM | A | -0.06% | |
| KDP | D | -0.06% | |
| CTVA | C | -0.06% | |
| EL | F | -0.06% | |
| KEY | B | -0.05% | |
| DOV | A | -0.05% | |
| BURL | A | -0.05% | |
| SMCI | F | -0.05% | |
| CMS | C | -0.05% | |
| DOX | D | -0.05% | |
| MRO | B | -0.05% | |
| SUI | D | -0.05% | |
| RPRX | D | -0.05% | |
| ARE | D | -0.05% | |
| LNT | A | -0.05% | |
| ED | D | -0.05% | |
| MRNA | F | -0.04% | |
| APTV | D | -0.04% | |
| DLTR | F | -0.04% | |
| SWK | D | -0.04% | |
| DPZ | C | -0.04% | |
| WST | C | -0.04% | |
| IEX | B | -0.04% | |
| BAX | D | -0.04% | |
| NI | A | -0.04% | |
| LVS | C | -0.04% | |
| ZBH | C | -0.04% | |
| AES | F | -0.04% | |
| SNAP | C | -0.04% | |
| PPL | B | -0.04% | |
| NDSN | B | -0.04% | |
| OC | A | -0.03% | |
| CAG | D | -0.03% | |
| LECO | B | -0.03% | |
| BG | F | -0.03% | |
| STX | D | -0.03% | |
| TSN | B | -0.03% | |
| EXPD | D | -0.03% | |
| MAS | D | -0.03% | |
| AKAM | D | -0.03% | |
| JBL | B | -0.03% | |
| OKTA | C | -0.02% | |
| HST | C | -0.02% | |
| SJM | D | -0.02% | |
| LKQ | D | -0.02% | |
| FFIV | B | -0.02% | |
| TFX | F | -0.02% | |
| RNR | C | -0.02% | |
| AVTR | F | -0.02% | |
| PSTG | D | -0.02% | |
| DG | F | -0.02% |
VMAX: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Asset Management
Credit Services
Utilities - Regulated Electric
Insurance - Property & Casualty
Telecom Services
Banks - Global
Capital Markets
Drug Manufacturers - Major
Health Care Plans
Oil & Gas Refining & Marketing
REIT - Diversified
Steel
Business Services
Insurance - Life
Lumber & Wood Production
Semiconductors
Specialty Retail
Apparel Stores
Keywords:
S&P 500
Bank
Nasdaq 100
Banking
Dow Jones Component
Natural Gas
Insurance
Building Materials
Cash Management
Computing
Insurance Products
Investment Bank
Commercial Banking
Electricity
Financial Products
Investment Management
Petroleum Industry
Commercial Bank
Mobile Devices
Natural Gas Liquids
ESG: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Specialty Retail
Banks - Regional - US
Capital Markets
Discount Stores
Drug Manufacturers - Major
Medical Devices
Packaged Foods
Semiconductors
Software - Infrastructure
Business Services
Household & Personal Products
Medical Instruments & Supplies
Restaurants
Utilities - Diversified
Asset Management
Credit Services
Data Storage
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