VMAX vs. SCHM ETF Comparison

Comparison of Hartford US Value ETF (VMAX) to Schwab U.S. Mid Cap ETF (SCHM)
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

$50.82

Average Daily Volume

63

Number of Holdings *

148

* may have additional holdings in another (foreign) market
SCHM

Schwab U.S. Mid Cap ETF

SCHM Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$28.67

Average Daily Volume

1,063,716

Number of Holdings *

478

* may have additional holdings in another (foreign) market
Performance
Period VMAX SCHM
30 Days 0.88% 1.20%
60 Days 5.28% 4.39%
90 Days 6.94% 7.13%
12 Months 27.08%
35 Overlapping Holdings
Symbol Grade Weight in VMAX Weight in SCHM Overlap
ACI C 0.68% 0.17% 0.17%
APA F 0.91% 0.18% 0.18%
AXS A 0.31% 0.15% 0.15%
BPOP C 0.32% 0.15% 0.15%
CHRD F 0.58% 0.17% 0.17%
CHX C 0.04% 0.13% 0.04%
CMC B 0.57% 0.15% 0.15%
CRBG B 0.2% 0.18% 0.18%
DINO D 0.14% 0.15% 0.14%
DKS D 0.11% 0.25% 0.11%
EG D 0.03% 0.36% 0.03%
ESNT D 0.05% 0.13% 0.05%
FHN A 0.1% 0.24% 0.1%
GAP D 1.25% 0.11% 0.11%
HRB D 0.11% 0.19% 0.11%
JHG B 1.03% 0.13% 0.13%
JKHY D 0.27% 0.28% 0.27%
JXN C 1.02% 0.17% 0.17%
LAMR D 1.12% 0.25% 0.25%
LNC B 1.59% 0.13% 0.13%
LNTH F 0.23% 0.12% 0.12%
MLI B 0.4% 0.22% 0.22%
MTG D 0.54% 0.14% 0.14%
NFG A 1.18% 0.12% 0.12%
NRG B 1.5% 0.42% 0.42%
OGN F 0.68% 0.09% 0.09%
OVV C 0.08% 0.26% 0.08%
OZK B 0.29% 0.11% 0.11%
RHI C 0.34% 0.17% 0.17%
RS B 0.66% 0.38% 0.38%
STLD B 1.51% 0.44% 0.44%
UFPI C 0.22% 0.17% 0.17%
UNM A 0.36% 0.28% 0.28%
WFRD F 0.05% 0.13% 0.05%
WSM D 0.01% 0.37% 0.01%
VMAX Overweight 113 Positions Relative to SCHM
Symbol Grade Weight
EOG A 2.03%
HPQ B 1.93%
C B 1.89%
MTB A 1.87%
WFC A 1.82%
CVS F 1.76%
T A 1.49%
USB B 1.46%
VLO C 1.42%
SYF B 1.39%
META C 1.36%
MA B 1.35%
JPM A 1.34%
MPC D 1.32%
STT B 1.31%
BBY D 1.29%
PNC B 1.29%
BAC A 1.26%
MCO D 1.24%
BK B 1.22%
TGT B 1.21%
GOOGL B 1.2%
KR B 1.18%
FDX B 1.16%
RF A 1.13%
ELV F 1.12%
VZ C 1.1%
PYPL B 1.09%
TROW B 1.05%
BCC C 1.05%
CINF A 1.01%
NVDA A 0.99%
HPE B 0.98%
ETR A 0.96%
JNJ D 0.96%
BLDR D 0.93%
BRK.A B 0.92%
DUK C 0.92%
XOM B 0.91%
SHW C 0.88%
SO C 0.86%
GILD C 0.85%
IRM C 0.85%
COP B 0.83%
FITB B 0.83%
DVN F 0.81%
UNH C 0.8%
VICI C 0.78%
DELL B 0.77%
CVX A 0.75%
HCA F 0.71%
HBAN B 0.7%
CAT C 0.7%
NEE C 0.68%
WMT A 0.68%
QCOM F 0.66%
CB C 0.66%
AVT C 0.65%
MO A 0.65%
V A 0.65%
AMT D 0.63%
COF B 0.62%
HUM D 0.61%
LOW C 0.58%
CTAS B 0.52%
TEX D 0.51%
MGY A 0.5%
SPG A 0.5%
EQIX A 0.49%
GWW B 0.47%
SW A 0.47%
GS B 0.47%
CBT C 0.47%
PSX C 0.46%
ITW B 0.43%
TMUS B 0.43%
NTAP C 0.42%
PRU B 0.39%
R B 0.39%
AAPL C 0.34%
HD A 0.32%
NUE D 0.3%
RDN D 0.27%
CSCO B 0.27%
AXP B 0.27%
SBAC D 0.27%
MKL A 0.26%
DTE C 0.26%
TJX A 0.25%
MRK F 0.24%
MSCI B 0.23%
PHM D 0.22%
CFG B 0.21%
MS A 0.2%
XEL A 0.18%
LLY F 0.18%
M D 0.17%
AMAT F 0.16%
NXPI F 0.16%
CTSH C 0.14%
CMI A 0.14%
CMCSA B 0.13%
COLB B 0.12%
PGR B 0.12%
EXC C 0.11%
WY D 0.11%
AEP C 0.08%
IBM C 0.07%
CCI C 0.07%
FANG D 0.03%
SM C 0.02%
FCNCA A 0.01%
BKNG A 0.01%
VMAX Underweight 443 Positions Relative to SCHM
Symbol Grade Weight
UAL A -0.66%
TPL A -0.57%
EQT A -0.56%
EME A -0.52%
HOOD A -0.51%
PKG B -0.47%
CSL C -0.46%
IP A -0.44%
BAH D -0.43%
DKNG B -0.43%
IBKR A -0.43%
SNA B -0.42%
FDS B -0.41%
NTRA A -0.4%
WSO A -0.4%
PODD B -0.4%
RPM B -0.39%
PNR B -0.39%
KEY B -0.39%
XPO B -0.38%
BURL A -0.38%
NTNX B -0.38%
PINS F -0.38%
RBA A -0.38%
MAS D -0.38%
IEX B -0.38%
TRMB B -0.38%
TOST A -0.37%
MANH D -0.37%
KIM A -0.37%
OC A -0.37%
UTHR C -0.36%
DOCU B -0.36%
NI A -0.36%
DT C -0.35%
LNT A -0.35%
TOL B -0.35%
FNF A -0.35%
FIX A -0.35%
USFD A -0.35%
GWRE A -0.35%
TXT D -0.35%
AVY D -0.35%
MRO A -0.35%
GGG B -0.34%
EQH B -0.34%
L A -0.34%
RGA B -0.34%
VTRS A -0.34%
TWLO A -0.34%
DOC D -0.33%
ENTG F -0.33%
FLEX B -0.33%
Z A -0.33%
THC C -0.33%
CASY A -0.33%
TW A -0.33%
EWBC A -0.32%
ACM B -0.32%
NWSA B -0.32%
SOFI A -0.32%
JBL C -0.32%
COHR B -0.32%
EVRG A -0.32%
NDSN D -0.31%
SAIA C -0.31%
FFIV B -0.31%
SFM A -0.31%
EPAM C -0.3%
AFRM A -0.3%
GLPI C -0.3%
RNR C -0.3%
CW B -0.3%
POOL D -0.3%
CHRW B -0.29%
PFGC B -0.29%
TPR B -0.29%
TXRH B -0.29%
ELS B -0.29%
UDR C -0.29%
ITT A -0.28%
CLH C -0.28%
CPT C -0.28%
BG D -0.28%
UHS D -0.27%
JNPR D -0.27%
REG A -0.27%
JEF A -0.27%
FTI A -0.27%
BMRN F -0.27%
NVT C -0.27%
HST D -0.27%
INCY C -0.27%
ALB B -0.27%
ALLE D -0.27%
KMX C -0.27%
WPC C -0.27%
SCI A -0.27%
JLL D -0.27%
DUOL A -0.26%
BWXT A -0.26%
BJ B -0.26%
NCLH B -0.26%
OWL A -0.26%
LECO C -0.26%
SF B -0.26%
DAY B -0.26%
AMH C -0.26%
NBIX C -0.26%
OKTA D -0.26%
EMN D -0.26%
ATR B -0.25%
SNAP D -0.25%
RRX B -0.25%
LBRDK C -0.25%
AIZ A -0.25%
AA A -0.25%
SJM D -0.25%
INSM C -0.25%
BXP D -0.25%
TECH F -0.24%
EVR B -0.24%
CTLT D -0.24%
PAYC B -0.24%
CCK D -0.24%
LW C -0.24%
CUBE C -0.24%
GNRC B -0.24%
TAP B -0.24%
FND F -0.24%
TTEK F -0.24%
IPG F -0.23%
CHDN C -0.23%
AIT B -0.23%
WBS A -0.23%
KNSL B -0.23%
GME C -0.23%
OHI B -0.23%
BLD F -0.23%
PNW B -0.23%
CACI C -0.23%
CG B -0.23%
WTRG B -0.22%
PCVX D -0.22%
HLI B -0.22%
DTM A -0.22%
GL C -0.22%
EXEL B -0.22%
ARMK C -0.22%
WAL B -0.22%
MUSA B -0.22%
MKTX D -0.22%
LAD B -0.22%
ALLY C -0.22%
AES F -0.22%
AFG A -0.22%
EHC B -0.22%
SRPT F -0.22%
RPRX F -0.22%
AYI B -0.22%
LKQ F -0.22%
WWD B -0.22%
PRI A -0.22%
ALSN B -0.22%
EXP B -0.22%
IOT A -0.22%
WMS F -0.21%
WING D -0.21%
BRBR A -0.21%
SOLV F -0.21%
PR B -0.21%
TPX B -0.21%
AAL B -0.21%
PNFP B -0.21%
CNH C -0.21%
CIEN B -0.21%
CRL D -0.21%
AXTA B -0.2%
FLR B -0.2%
AR B -0.2%
CFR B -0.2%
ORI A -0.2%
AAON B -0.2%
KNX B -0.2%
TFX F -0.2%
RBC A -0.2%
MORN B -0.2%
EXAS D -0.2%
WCC B -0.2%
CMA B -0.2%
INGR B -0.2%
GMED A -0.2%
FBIN F -0.2%
REXR F -0.2%
DCI B -0.2%
RGLD C -0.2%
PEN B -0.2%
RL C -0.19%
EGP D -0.19%
CHE F -0.19%
CBSH A -0.19%
MOS D -0.19%
TTC F -0.19%
CR A -0.19%
GPK D -0.19%
FN B -0.19%
WYNN D -0.19%
CPB D -0.19%
APG C -0.19%
FRT B -0.19%
PCTY B -0.19%
NYT D -0.19%
OGE A -0.19%
MGM D -0.19%
HQY A -0.19%
RVMD B -0.19%
AOS F -0.19%
BRX A -0.19%
HSIC C -0.19%
CRS A -0.19%
ROKU D -0.19%
WTFC B -0.19%
SNX D -0.19%
ZION B -0.19%
MTCH F -0.18%
SEIC B -0.18%
TKO A -0.18%
IVZ C -0.18%
CZR F -0.18%
X C -0.18%
VOYA B -0.18%
SNV B -0.18%
SKX F -0.18%
CE F -0.18%
PLNT A -0.18%
SSB B -0.18%
RRC B -0.18%
ENSG D -0.18%
HAS D -0.18%
CNM C -0.18%
ITCI B -0.18%
BILL B -0.18%
LNW F -0.18%
MTZ A -0.18%
S B -0.17%
AGNC C -0.17%
JAZZ C -0.17%
HII F -0.17%
GKOS A -0.17%
SSD D -0.17%
ADC A -0.17%
BERY D -0.17%
WH B -0.17%
FYBR C -0.17%
SMAR A -0.17%
NNN C -0.17%
FLS A -0.17%
KBR F -0.17%
ONTO F -0.17%
BWA D -0.17%
PB A -0.17%
MEDP D -0.17%
LPX B -0.16%
GXO B -0.16%
BBWI C -0.16%
OSK C -0.16%
MKSI C -0.16%
MTSI B -0.16%
MASI B -0.16%
COKE C -0.16%
ALV C -0.16%
BSY D -0.16%
EXLS B -0.16%
OLED F -0.16%
RIVN F -0.16%
RYAN B -0.16%
RLI A -0.16%
FRPT A -0.16%
MIDD D -0.16%
TMHC B -0.16%
G B -0.16%
PCOR C -0.16%
MHK D -0.16%
CVLT B -0.16%
WEX F -0.16%
ESTC C -0.16%
ANF C -0.16%
DVA C -0.16%
TREX D -0.16%
KEX B -0.16%
SPSC F -0.15%
LYFT C -0.15%
STAG D -0.15%
MTN C -0.15%
PARA D -0.15%
VFC C -0.15%
MTDR C -0.15%
BEN C -0.15%
OMF A -0.15%
FAF C -0.15%
VNO C -0.15%
MSA D -0.15%
CFLT B -0.15%
LSCC D -0.15%
FMC D -0.15%
CGNX D -0.15%
VMI B -0.15%
UHAL D -0.15%
ALK A -0.15%
DAR B -0.15%
ELF C -0.15%
H B -0.15%
FCN F -0.15%
ELAN D -0.15%
FR C -0.15%
GNTX F -0.15%
GTLS A -0.15%
ATI C -0.15%
BIO C -0.14%
WHR B -0.14%
STWD C -0.14%
QRVO F -0.14%
IDA A -0.14%
SAIC F -0.14%
NOV D -0.14%
SITE D -0.14%
MAT D -0.14%
GBCI B -0.14%
DBX C -0.14%
WSC F -0.14%
LSTR D -0.14%
RGEN F -0.14%
MTH D -0.14%
KBH D -0.13%
BRKR F -0.13%
SIRI D -0.13%
ETSY D -0.13%
COLD F -0.13%
PVH C -0.13%
HALO F -0.13%
SUM B -0.13%
CROX F -0.13%
THO C -0.13%
AGCO F -0.13%
THG A -0.13%
TRNO D -0.13%
CYTK D -0.13%
LFUS D -0.13%
SIGI B -0.13%
BFAM F -0.13%
NOVT D -0.13%
WBA F -0.13%
ARW F -0.13%
SEE D -0.12%
BC D -0.12%
FFIN B -0.12%
CLF F -0.12%
QLYS C -0.12%
CRUS F -0.12%
LEA F -0.12%
IONS F -0.12%
VVV D -0.12%
RMBS C -0.12%
EDR A -0.12%
PATH C -0.12%
AMG C -0.12%
ZWS B -0.12%
OLLI D -0.12%
MMS D -0.11%
VLY B -0.11%
POR C -0.11%
FIVE F -0.11%
ST F -0.11%
TKR F -0.11%
HXL F -0.11%
OLN F -0.11%
ROIV D -0.11%
NXST C -0.11%
SON F -0.11%
BYD B -0.11%
POST C -0.11%
U F -0.11%
AL B -0.11%
INSP F -0.11%
AM A -0.11%
UGI C -0.11%
EEFT C -0.1%
AN D -0.1%
BKH A -0.1%
PSN C -0.1%
MUR F -0.1%
CIVI D -0.1%
ALKS C -0.1%
RH D -0.1%
HOG F -0.09%
ASGN F -0.09%
RYN D -0.09%
CELH F -0.09%
CRSP D -0.09%
KRC C -0.09%
WLK F -0.09%
FLO D -0.09%
NSIT F -0.09%
DLB F -0.09%
LANC D -0.08%
PII F -0.08%
ACHC F -0.08%
WU F -0.08%
XRAY D -0.08%
W D -0.08%
OPCH F -0.08%
MDU D -0.08%
ASH F -0.08%
DNB B -0.08%
ALGM F -0.07%
PAG B -0.07%
PBF D -0.07%
VAL F -0.07%
RIG D -0.07%
CHH A -0.07%
IAC D -0.07%
AGR A -0.06%
SMMT D -0.06%
BOKF B -0.06%
COTY F -0.06%
ADTN A -0.06%
COLM B -0.06%
APLS F -0.06%
CACC F -0.06%
TNET F -0.06%
AMKR F -0.06%
INFA D -0.05%
PPC B -0.05%
SHC F -0.05%
RCM A -0.05%
LCID F -0.05%
CNXC F -0.04%
DJT C -0.04%
CLVT D -0.04%
UI A -0.03%
REYN D -0.03%
FG B -0.02%
CNA C -0.02%
Compare ETFs