VMAX vs EFAS
Comparison between HARTFORD US VALUE ETF (VMAX, ETF) and GLOBAL X MSCI SUPERDIVIDEND EAFE ETF (EFAS, ETF).
VMAX vs EFAS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VMAX
$48M
Winner
EFAS
$48M
Expense Ratio
Winner
VMAX
0.29%
EFAS
0.55%
Max Drawdown
Winner
VMAX
19.86%
EFAS
51.08%
Sharpe Ratio
VMAX
1.84
Winner
EFAS
2.10
5Y Beta
VMAX
0.83
Winner
EFAS
0.35
P/E Ratio
VMAX
15.34
EFAS
N/A
Forward P/E
VMAX
13.01
EFAS
N/A
PEG Ratio
VMAX
0.20
EFAS
N/A
5Y Dividends CAGR
VMAX
N/A
EFAS
7.99%
5Y EPS CAGR
VMAX
16.86%
EFAS
N/A
Debt to Equity
VMAX
-4.89%
EFAS
N/A
P/S Ratio
VMAX
1.43
EFAS
N/A
P/B Ratio
VMAX
2.39
EFAS
N/A
VMAX vs EFAS - Holdings Comparison
VMAX and EFAS have 1 common holdings. Overlap is 0.00%
VMAX's top 25 holdings weight is 41.69%. EFAS's top 25 holdings weight is 54.16%.
| Rank | VMAX | EFAS |
|---|---|---|
| #1 | BANK OF NEW YORK MELLON CORP (BNY) - 2.47% | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 2.64% |
| #2 | STATE STREET CORP (STT) - 2.41% | BANCO BPM SPA (n/a) - 2.38% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 2.17% | M&G PLC ORDINARY SHARES (n/a) - 2.29% |
| #4 | U.S. BANCORP (USB) - 2.09% | POSTE ITALIANE SPA (n/a) - 2.29% |
| #5 | CITIGROUP INC (C) - 1.99% | STANDARD LIFE PLC (n/a) - 2.29% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.97% | LAND SECURITIES GROUP PLC (n/a) - 2.27% |
| #7 | MERCK & CO INC (MRK) - 1.82% | CAIXABANK SA (n/a) - 2.24% |
| #8 | COMPASS INC CLASS A (COMP) - 1.76% | GENERALI (n/a) - 2.21% |
| #9 | TARGET CORP (TGT) - 1.69% | LEGAL & GENERAL GROUP PLC (n/a) - 2.21% |
| #10 | BLOCK INC CLASS A (XYZ) - 1.66% | SODEXO (n/a) - 2.21% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.64% | AXA SA (n/a) - 2.16% |
| #12 | MACY'S INC (M) - 1.63% | AVIVA PLC (n/a) - 2.15% |
| #13 | NORTHERN TRUST CORP (NTRS) - 1.59% | ADMIRAL GROUP PLC (n/a) - 2.11% |
| #14 | CONOCOPHILLIPS (COP) - 1.57% | SVENSKA HANDELSBANKEN AB CLASS A (n/a) - 2.11% |
| #15 | LINCOLN NATIONAL CORP (LNC) - 1.53% | ZURICH INSURANCE GROUP AG (n/a) - 2.10% |
| #16 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.52% | AGEAS SA/ NV (n/a) - 2.10% |
| #17 | APA CORP (APA) - 1.52% | CREDIT AGRICOLE SA (n/a) - 2.08% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.47% | KLEPIERRE (n/a) - 2.08% |
| #19 | EOG RESOURCES INC (EOG) - 1.41% | SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 2.07% |
| #20 | VERIZON COMMUNICATIONS INC (VZ) - 1.39% | REPSOL SA (n/a) - 2.06% |
| #21 | PRUDENTIAL FINANCIAL INC (PRU) - 1.32% | NN GROUP NV (n/a) - 2.05% |
| #22 | NEWMONT CORP (NEM) - 1.32% | EDP-ENERGIAS DE PORTUGAL SA (n/a) - 2.05% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 1.28% | NATURGY ENERGY GROUP SA (n/a) - 2.04% |
| #24 | GILEAD SCIENCES INC (GILD) - 1.24% | STOCKLAND CORP LTD (n/a) - 1.99% |
| #25 | n/a (DELL) - 1.23% | GECINA NOM (n/a) - 1.98% |
| Total Holdings | 141 | 56 |
VMAX vs EFAS - Historical Returns
Returns include dividend reinvestment.
1M
VMAX
+2.01%
Winner
EFAS
+4.29%
3M
Winner
VMAX
+7.58%
EFAS
+3.49%
6M
VMAX
+14.67%
Winner
EFAS
+16.40%
1Y
Winner
VMAX
+28.91%
EFAS
+28.89%
5Y(CAGR)
VMAX
N/A
EFAS
+13.92%
10Y(CAGR)
VMAX
N/A
EFAS
+10.53%
Max(CAGR)
Winner
VMAX
+22.14%
EFAS
+10.53%
VMAX vs EFAS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | VMAX | EFAS |
|---|---|---|
| 2026 | +16.53% | +16.20% |
| 2025 | +15.61% | +46.57% |
| 2024 | +15.56% | +3.72% |
| 2023 | +6.98% | +12.99% |
| 2022 | N/A | -8.24% |
| 2021 | N/A | +12.63% |
| 2020 | N/A | -6.32% |
| 2019 | N/A | +14.59% |
| 2018 | N/A | -12.07% |
| 2017 | N/A | +22.75% |
| 2016 | N/A | +6.02% |
VMAX vs EFAS Drawdown Comparison
The maximum drawdown for VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The maximum drawdown for EFAS was -44.40%, occurring on Mar 23, 2020. Recovery took 801 trading sessions.
| Rank | VMAX | EFAS |
|---|---|---|
| #1 | -19.05% Nov 25, 2024 - Aug 13, 2025 | -44.40% Jan 26, 2018 - Apr 5, 2021 |
| #2 | -6.66% Jul 31, 2024 - Aug 23, 2024 | -28.80% Feb 9, 2022 - Dec 19, 2023 |
| #3 | -5.67% Mar 28, 2024 - Jul 15, 2024 | -11.84% Mar 19, 2025 - Apr 22, 2025 |
| #4 | -4.93% Nov 12, 2025 - Nov 28, 2025 | -10.12% Sep 27, 2024 - Mar 3, 2025 |
| #5 | -4.51% Aug 30, 2024 - Sep 19, 2024 | -8.43% Jun 8, 2021 - Jan 12, 2022 |
| #6 | -4.41% Feb 20, 2026 - Apr 8, 2026 | -7.77% Apr 13, 2017 - Jul 14, 2017 |
| #7 | -3.45% Oct 8, 2025 - Oct 27, 2025 | -6.46% May 15, 2024 - Aug 15, 2024 |
| #8 | -3.13% Oct 17, 2024 - Nov 6, 2024 | -5.58% Dec 27, 2023 - Mar 7, 2024 |
| #9 | -2.53% Jan 8, 2024 - Jan 25, 2024 | -5.30% Feb 27, 2026 - Apr 6, 2026 |
| #10 | -2.50% Jul 16, 2024 - Jul 31, 2024 | -4.66% Sep 15, 2025 - Dec 15, 2025 |
| #11 | -2.26% Dec 11, 2025 - Dec 24, 2025 | -4.14% May 21, 2026 - Jul 15, 2026 |
| #12 | -2.26% Oct 27, 2025 - Nov 12, 2025 | -4.08% Apr 9, 2024 - May 6, 2024 |
| #13 | -2.19% Jan 6, 2026 - Jan 26, 2026 | -3.84% Aug 22, 2025 - Sep 15, 2025 |
| #14 | -1.91% Feb 9, 2026 - Feb 20, 2026 | -3.42% Oct 20, 2017 - Dec 22, 2017 |
| #15 | -1.82% Feb 12, 2024 - Feb 15, 2024 | -3.11% Jan 14, 2022 - Feb 9, 2022 |
Correlation
Correlation between VMAX and EFAS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2016 - 2026)
VMAX vs EFAS dividend yield comparison.
| Year | VMAX | EFAS |
|---|---|---|
| 2026 | 0.82% | 2.34% |
| 2025 | 2.14% | 4.83% |
| 2024 | 1.95% | 6.76% |
| 2023 | 0.00% | 6.33% |
| 2022 | 0.00% | 7.28% |
| 2021 | 0.00% | 5.19% |
| 2020 | 0.00% | 4.34% |
| 2019 | 0.00% | 5.75% |
| 2018 | 0.00% | 6.63% |
| 2017 | 0.00% | 6.15% |
| 2016 | 0.00% | 0.21% |
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