VMAX vs LVLN
Comparison between HARTFORD US VALUE ETF (VMAX, ETF) and STATE STREET(R) SPDR(R) S&P(R) LEVERAGED LOAN ETF (LVLN, ETF).
VMAX vs LVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VMAX
$49M
Winner
LVLN
$49M
Expense Ratio
Winner
VMAX
0.29%
LVLN
0.40%
Max Drawdown
VMAX
19.86%
Winner
LVLN
3.62%
Sharpe Ratio
Winner
VMAX
1.81
LVLN
0.67
5Y Beta
VMAX
0.82
Winner
LVLN
0.08
P/E Ratio
VMAX
14.73
LVLN
N/A
Forward P/E
VMAX
13.18
LVLN
N/A
PEG Ratio
VMAX
0.21
LVLN
N/A
5Y EPS CAGR
VMAX
16.55%
LVLN
N/A
Debt to Equity
VMAX
-20.18%
LVLN
N/A
P/S Ratio
VMAX
1.43
LVLN
N/A
P/B Ratio
VMAX
2.35
LVLN
N/A
VMAX vs LVLN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VMAX
+3.24%
LVLN
+1.18%
3M
Winner
VMAX
+8.16%
LVLN
+2.06%
6M
Winner
VMAX
+14.65%
LVLN
+4.60%
1Y
VMAX
+27.16%
LVLN
N/A
Max(CAGR)
Winner
VMAX
+22.67%
LVLN
+5.58%
VMAX vs LVLN - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | VMAX | LVLN |
|---|---|---|
| 2026 | +20.26% | +3.36% |
| 2025 | +15.61% | +1.20% |
| 2024 | +15.56% | N/A |
| 2023 | +6.98% | N/A |
VMAX vs LVLN Drawdown Comparison
The maximum drawdown for VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The maximum drawdown for LVLN was -2.34%, occurring on Feb 27, 2026. Recovery took 70 trading sessions.
The current VMAX drawdown is -0.15%.
| Rank | VMAX | LVLN |
|---|---|---|
| #1 | -19.05% Nov 25, 2024 - Aug 13, 2025 | -2.34% Jan 22, 2026 - May 4, 2026 |
| #2 | -6.66% Jul 31, 2024 - Aug 23, 2024 | -0.49% Jun 2, 2026 - Jul 1, 2026 |
| #3 | -5.67% Mar 28, 2024 - Jul 15, 2024 | -0.36% May 15, 2026 - Jun 1, 2026 |
| #4 | -4.93% Nov 12, 2025 - Nov 28, 2025 | -0.32% Dec 31, 2025 - Jan 9, 2026 |
| #5 | -4.51% Aug 30, 2024 - Sep 19, 2024 | -0.30% Jul 27, 2026 - Aug 4, 2026 |
| #6 | -4.41% Feb 20, 2026 - Apr 8, 2026 | -0.22% Aug 11, 2026 - Aug 21, 2026 |
| #7 | -3.45% Oct 8, 2025 - Oct 27, 2025 | -0.14% May 8, 2026 - May 14, 2026 |
| #8 | -3.13% Oct 17, 2024 - Nov 6, 2024 | -0.14% Jan 16, 2026 - Jan 22, 2026 |
| #9 | -2.53% Jan 8, 2024 - Jan 25, 2024 | -0.12% Nov 19, 2025 - Dec 4, 2025 |
| #10 | -2.50% Jul 16, 2024 - Jul 31, 2024 | -0.12% May 4, 2026 - May 7, 2026 |
| #11 | -2.26% Dec 11, 2025 - Dec 24, 2025 | -0.10% Jul 16, 2026 - Jul 23, 2026 |
| #12 | -2.26% Oct 27, 2025 - Nov 12, 2025 | -0.10% Dec 26, 2025 - Dec 31, 2025 |
| #13 | -2.19% Jan 6, 2026 - Jan 26, 2026 | -0.07% Jul 2, 2026 - Jul 7, 2026 |
| #14 | -1.91% Feb 9, 2026 - Feb 20, 2026 | -0.06% Jul 23, 2026 - Jul 27, 2026 |
| #15 | -1.82% Feb 12, 2024 - Feb 15, 2024 | -0.06% Jul 14, 2026 - Jul 16, 2026 |
Correlation
Correlation between VMAX and LVLN is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2024 - 2026)
VMAX vs LVLN dividend yield comparison.
| Year | VMAX | LVLN |
|---|---|---|
| 2026 | 0.79% | 4.33% |
| 2025 | 2.14% | 0.50% |
| 2024 | 1.95% | 0.00% |
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