VMAX vs OVB
Comparison between HARTFORD US VALUE ETF (VMAX, ETF) and OVERLAY SHARES CORE BOND ETF (OVB, ETF).
VMAX vs OVB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VMAX
$47M
Winner
OVB
$47M
Expense Ratio
Winner
VMAX
0.29%
OVB
0.79%
Max Drawdown
Winner
VMAX
19.86%
OVB
30.84%
Sharpe Ratio
Winner
VMAX
1.78
OVB
0.72
5Y Beta
VMAX
0.84
Winner
OVB
0.17
P/E Ratio
VMAX
14.66
OVB
N/A
Forward P/E
VMAX
12.84
OVB
N/A
PEG Ratio
VMAX
0.19
OVB
N/A
5Y Dividends CAGR
VMAX
N/A
OVB
6.67%
5Y EPS CAGR
VMAX
17.78%
OVB
N/A
Debt to Equity
VMAX
42.86%
OVB
N/A
P/S Ratio
VMAX
1.39
OVB
N/A
P/B Ratio
VMAX
2.31
OVB
N/A
VMAX vs OVB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VMAX
+1.54%
OVB
-0.47%
3M
Winner
VMAX
+7.11%
OVB
-0.56%
6M
Winner
VMAX
+13.13%
OVB
+1.81%
1Y
Winner
VMAX
+28.38%
OVB
+8.34%
5Y(CAGR)
VMAX
N/A
OVB
+0.57%
Max(CAGR)
Winner
VMAX
+20.98%
OVB
+1.82%
VMAX vs OVB - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | VMAX | OVB |
|---|---|---|
| 2026 | +10.97% | +1.69% |
| 2025 | +15.61% | +7.84% |
| 2024 | +15.56% | +4.54% |
| 2023 | +6.98% | +6.38% |
| 2022 | N/A | -16.27% |
| 2021 | N/A | +1.02% |
| 2020 | N/A | +9.12% |
| 2019 | N/A | +1.22% |
VMAX vs OVB Drawdown Comparison
The maximum drawdown for VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The maximum drawdown for OVB was -21.69%, occurring on Oct 20, 2022. Recovery took 1106 trading sessions.
The current VMAX drawdown is -1.27%. The current OVB drawdown is -1.23%.
| Rank | VMAX | OVB |
|---|---|---|
| #1 | -19.05% Nov 25, 2024 - Aug 13, 2025 | -21.69% Sep 14, 2021 - Feb 10, 2026 |
| #2 | -6.66% Jul 31, 2024 - Aug 23, 2024 | -9.52% Mar 9, 2020 - Apr 29, 2020 |
| #3 | -5.67% Mar 28, 2024 - Jul 15, 2024 | -3.74% Aug 26, 2020 - Jul 2, 2021 |
| #4 | -4.93% Nov 12, 2025 - Nov 28, 2025 | -2.49% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -4.51% Aug 30, 2024 - Sep 19, 2024 | -2.14% Feb 20, 2020 - Mar 4, 2020 |
| #6 | -4.41% Feb 20, 2026 - Apr 8, 2026 | -1.82% May 28, 2020 - Jun 23, 2020 |
| #7 | -3.45% Oct 8, 2025 - Oct 27, 2025 | -1.27% Jul 1, 2020 - Jul 22, 2020 |
| #8 | -3.13% Oct 17, 2024 - Nov 6, 2024 | -1.17% Aug 6, 2020 - Aug 26, 2020 |
| #9 | -2.53% Jan 8, 2024 - Jan 25, 2024 | -0.97% Oct 4, 2019 - Nov 18, 2019 |
| #10 | -2.50% Jul 16, 2024 - Jul 31, 2024 | -0.85% Aug 4, 2021 - Sep 9, 2021 |
| #11 | -2.26% Dec 11, 2025 - Dec 24, 2025 | -0.82% Jan 23, 2020 - Feb 10, 2020 |
| #12 | -2.26% Oct 27, 2025 - Nov 12, 2025 | -0.75% Apr 29, 2020 - May 19, 2020 |
| #13 | -2.19% Jan 6, 2026 - Jan 26, 2026 | -0.71% Nov 27, 2019 - Dec 30, 2019 |
| #14 | -1.91% Feb 9, 2026 - Feb 20, 2026 | -0.45% Jul 23, 2020 - Jul 30, 2020 |
| #15 | -1.82% Feb 12, 2024 - Feb 15, 2024 | -0.41% Jul 7, 2021 - Jul 15, 2021 |
Correlation
Correlation between VMAX and OVB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2019 - 2026)
VMAX vs OVB dividend yield comparison.
| Year | VMAX | OVB |
|---|---|---|
| 2026 | 0.41% | 2.43% |
| 2025 | 2.14% | 6.00% |
| 2024 | 1.95% | 5.81% |
| 2023 | 0.00% | 5.20% |
| 2022 | 0.00% | 4.67% |
| 2021 | 0.00% | 4.59% |
| 2020 | 0.00% | 3.88% |
| 2019 | 0.00% | 0.58% |
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