VMAX vs. IMCB ETF Comparison
Comparison of Hartford US Value ETF (VMAX) to iShares Morningstar Mid-Cap ETF (IMCB)
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
IMCB
iShares Morningstar Mid-Cap ETF
IMCB Description
IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.Grade (RS Rating)
Last Trade
$81.50
Average Daily Volume
28,342
Number of Holdings
*
447
* may have additional holdings in another (foreign) market
Performance
| Period | VMAX | IMCB |
|---|---|---|
| 30 Days | 3.35% | 6.60% |
| 60 Days | 4.23% | 7.43% |
| 90 Days | 5.95% | 9.78% |
| 12 Months | 32.75% |
55 Overlapping Holdings
| Symbol | Grade | Weight in VMAX | Weight in IMCB | Overlap | |
|---|---|---|---|---|---|
| ACI | C | 0.68% | 0.07% | 0.07% | |
| AEP | D | 0.08% | 0.44% | 0.08% | |
| APA | D | 0.91% | 0.07% | 0.07% | |
| BBY | D | 1.29% | 0.16% | 0.16% | |
| BK | A | 1.22% | 0.5% | 0.5% | |
| BLDR | D | 0.93% | 0.19% | 0.19% | |
| CCI | D | 0.07% | 0.39% | 0.07% | |
| CFG | B | 0.21% | 0.19% | 0.19% | |
| CINF | A | 1.01% | 0.2% | 0.2% | |
| CMI | A | 0.14% | 0.44% | 0.14% | |
| COF | B | 0.62% | 0.61% | 0.61% | |
| CTSH | B | 0.14% | 0.36% | 0.14% | |
| DELL | C | 0.77% | 0.31% | 0.31% | |
| DINO | D | 0.14% | 0.06% | 0.06% | |
| DKS | C | 0.11% | 0.1% | 0.1% | |
| DTE | C | 0.26% | 0.22% | 0.22% | |
| DVN | F | 0.81% | 0.22% | 0.22% | |
| EG | C | 0.03% | 0.14% | 0.03% | |
| ETR | B | 0.96% | 0.27% | 0.27% | |
| EXC | C | 0.11% | 0.33% | 0.11% | |
| FANG | D | 0.03% | 0.28% | 0.03% | |
| FCNCA | A | 0.01% | 0.24% | 0.01% | |
| FITB | A | 0.83% | 0.28% | 0.28% | |
| GWW | B | 0.47% | 0.46% | 0.46% | |
| HBAN | A | 0.7% | 0.22% | 0.22% | |
| HPE | B | 0.98% | 0.24% | 0.24% | |
| HPQ | B | 1.93% | 0.32% | 0.32% | |
| HUM | C | 0.61% | 0.3% | 0.3% | |
| IRM | D | 0.85% | 0.29% | 0.29% | |
| JKHY | D | 0.27% | 0.11% | 0.11% | |
| KR | B | 1.18% | 0.35% | 0.35% | |
| MKL | A | 0.26% | 0.19% | 0.19% | |
| MSCI | C | 0.23% | 0.42% | 0.23% | |
| MTB | A | 1.87% | 0.31% | 0.31% | |
| NRG | B | 1.5% | 0.17% | 0.17% | |
| NTAP | C | 0.42% | 0.21% | 0.21% | |
| NUE | C | 0.3% | 0.31% | 0.3% | |
| OVV | B | 0.08% | 0.11% | 0.08% | |
| PHM | D | 0.22% | 0.24% | 0.22% | |
| PRU | A | 0.39% | 0.4% | 0.39% | |
| RF | A | 1.13% | 0.21% | 0.21% | |
| RS | B | 0.66% | 0.15% | 0.15% | |
| SBAC | D | 0.27% | 0.21% | 0.21% | |
| SPG | B | 0.5% | 0.48% | 0.48% | |
| STLD | B | 1.51% | 0.18% | 0.18% | |
| STT | A | 1.31% | 0.25% | 0.25% | |
| SW | A | 0.47% | 0.22% | 0.22% | |
| SYF | B | 1.39% | 0.23% | 0.23% | |
| TROW | B | 1.05% | 0.23% | 0.23% | |
| UNM | A | 0.36% | 0.11% | 0.11% | |
| VICI | C | 0.78% | 0.29% | 0.29% | |
| VLO | C | 1.42% | 0.39% | 0.39% | |
| WSM | B | 0.01% | 0.14% | 0.01% | |
| WY | D | 0.11% | 0.2% | 0.11% | |
| XEL | A | 0.18% | 0.34% | 0.18% |
VMAX Overweight 93 Positions Relative to IMCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| EOG | A | 2.03% | |
| C | A | 1.89% | |
| WFC | A | 1.82% | |
| CVS | D | 1.76% | |
| LNC | B | 1.59% | |
| T | A | 1.49% | |
| USB | A | 1.46% | |
| META | D | 1.36% | |
| MA | C | 1.35% | |
| JPM | A | 1.34% | |
| MPC | D | 1.32% | |
| PNC | B | 1.29% | |
| BAC | A | 1.26% | |
| GAP | C | 1.25% | |
| MCO | B | 1.24% | |
| TGT | F | 1.21% | |
| GOOGL | C | 1.2% | |
| NFG | A | 1.18% | |
| FDX | B | 1.16% | |
| LAMR | D | 1.12% | |
| ELV | F | 1.12% | |
| VZ | C | 1.1% | |
| PYPL | B | 1.09% | |
| BCC | B | 1.05% | |
| JHG | A | 1.03% | |
| JXN | C | 1.02% | |
| NVDA | C | 0.99% | |
| JNJ | D | 0.96% | |
| BRK.A | B | 0.92% | |
| DUK | C | 0.92% | |
| XOM | B | 0.91% | |
| SHW | A | 0.88% | |
| SO | D | 0.86% | |
| GILD | C | 0.85% | |
| COP | C | 0.83% | |
| UNH | C | 0.8% | |
| CVX | A | 0.75% | |
| HCA | F | 0.71% | |
| CAT | B | 0.7% | |
| NEE | D | 0.68% | |
| WMT | A | 0.68% | |
| OGN | D | 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% | |
| LOW | D | 0.58% | |
| CHRD | D | 0.58% | |
| CMC | B | 0.57% | |
| MTG | C | 0.54% | |
| CTAS | B | 0.52% | |
| TEX | D | 0.51% | |
| MGY | A | 0.5% | |
| EQIX | A | 0.49% | |
| GS | A | 0.47% | |
| CBT | C | 0.47% | |
| PSX | C | 0.46% | |
| ITW | B | 0.43% | |
| TMUS | B | 0.43% | |
| MLI | C | 0.4% | |
| R | B | 0.39% | |
| AAPL | C | 0.34% | |
| RHI | B | 0.34% | |
| BPOP | B | 0.32% | |
| HD | A | 0.32% | |
| AXS | A | 0.31% | |
| OZK | B | 0.29% | |
| RDN | C | 0.27% | |
| CSCO | B | 0.27% | |
| AXP | A | 0.27% | |
| TJX | A | 0.25% | |
| MRK | F | 0.24% | |
| LNTH | D | 0.23% | |
| UFPI | B | 0.22% | |
| MS | A | 0.2% | |
| CRBG | B | 0.2% | |
| LLY | F | 0.18% | |
| M | D | 0.17% | |
| AMAT | F | 0.16% | |
| NXPI | D | 0.16% | |
| CMCSA | B | 0.13% | |
| COLB | A | 0.12% | |
| PGR | A | 0.12% | |
| HRB | D | 0.11% | |
| FHN | A | 0.1% | |
| IBM | C | 0.07% | |
| ESNT | D | 0.05% | |
| WFRD | D | 0.05% | |
| CHX | C | 0.04% | |
| SM | B | 0.02% | |
| BKNG | A | 0.01% |
VMAX Underweight 392 Positions Relative to IMCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -1.04% | |
| GEV | B | -0.79% | |
| WMB | A | -0.59% | |
| ADSK | A | -0.58% | |
| GM | B | -0.57% | |
| OKE | A | -0.55% | |
| CARR | D | -0.55% | |
| HLT | A | -0.54% | |
| FTNT | C | -0.54% | |
| TFC | A | -0.54% | |
| NSC | B | -0.53% | |
| TRV | B | -0.52% | |
| APP | B | -0.52% | |
| PCAR | B | -0.52% | |
| WDAY | B | -0.51% | |
| DLR | B | -0.51% | |
| URI | B | -0.5% | |
| JCI | C | -0.5% | |
| SRE | A | -0.5% | |
| FICO | B | -0.5% | |
| MSTR | C | -0.5% | |
| AFL | B | -0.49% | |
| AMP | A | -0.49% | |
| TTD | B | -0.49% | |
| RCL | A | -0.48% | |
| COIN | C | -0.48% | |
| DASH | A | -0.47% | |
| AZO | C | -0.47% | |
| PSA | D | -0.46% | |
| KMI | A | -0.46% | |
| ALL | A | -0.45% | |
| FIS | C | -0.44% | |
| CPRT | A | -0.44% | |
| DHI | D | -0.43% | |
| O | D | -0.43% | |
| AIG | B | -0.43% | |
| PWR | A | -0.42% | |
| PAYX | C | -0.42% | |
| LNG | B | -0.42% | |
| HWM | A | -0.41% | |
| SQ | B | -0.41% | |
| ROST | C | -0.41% | |
| NEM | D | -0.41% | |
| TEL | B | -0.41% | |
| LHX | C | -0.41% | |
| FAST | B | -0.41% | |
| D | C | -0.41% | |
| VST | B | -0.4% | |
| VRT | B | -0.39% | |
| KMB | D | -0.39% | |
| AME | A | -0.39% | |
| PCG | A | -0.39% | |
| AXON | A | -0.38% | |
| PEG | A | -0.38% | |
| DFS | B | -0.38% | |
| BKR | B | -0.38% | |
| F | C | -0.38% | |
| COR | B | -0.37% | |
| IR | B | -0.37% | |
| DAL | C | -0.37% | |
| TRGP | B | -0.37% | |
| ODFL | B | -0.37% | |
| OTIS | C | -0.36% | |
| HES | B | -0.36% | |
| VRSK | A | -0.36% | |
| KVUE | A | -0.36% | |
| IT | C | -0.36% | |
| FERG | B | -0.36% | |
| STZ | D | -0.35% | |
| TEAM | A | -0.35% | |
| EW | C | -0.35% | |
| CTVA | C | -0.35% | |
| EA | A | -0.35% | |
| LEN | D | -0.35% | |
| CBRE | B | -0.35% | |
| A | D | -0.34% | |
| YUM | B | -0.34% | |
| DDOG | A | -0.34% | |
| CHTR | C | -0.34% | |
| IQV | D | -0.33% | |
| SYY | B | -0.33% | |
| ACGL | D | -0.33% | |
| VMC | B | -0.33% | |
| GIS | D | -0.32% | |
| KDP | D | -0.32% | |
| MLM | B | -0.32% | |
| GLW | B | -0.32% | |
| LULU | C | -0.32% | |
| DD | D | -0.31% | |
| MCHP | D | -0.31% | |
| IDXX | F | -0.31% | |
| HUBS | A | -0.31% | |
| VEEV | C | -0.3% | |
| RMD | C | -0.3% | |
| HIG | B | -0.3% | |
| EXR | D | -0.3% | |
| WAB | B | -0.3% | |
| WTW | B | -0.29% | |
| GRMN | B | -0.29% | |
| GEHC | F | -0.29% | |
| ROK | B | -0.29% | |
| ED | D | -0.29% | |
| DOW | F | -0.28% | |
| ARES | A | -0.28% | |
| EIX | B | -0.28% | |
| EBAY | D | -0.28% | |
| EFX | F | -0.28% | |
| ALNY | D | -0.28% | |
| AVB | B | -0.28% | |
| NDAQ | A | -0.27% | |
| RJF | A | -0.27% | |
| WEC | A | -0.27% | |
| CPNG | D | -0.27% | |
| CSGP | D | -0.27% | |
| CNC | D | -0.27% | |
| PPG | F | -0.26% | |
| XYL | D | -0.26% | |
| ANSS | B | -0.26% | |
| GPN | B | -0.26% | |
| TTWO | A | -0.26% | |
| CAH | B | -0.26% | |
| DXCM | D | -0.26% | |
| UAL | A | -0.26% | |
| TSCO | D | -0.26% | |
| KHC | F | -0.25% | |
| ON | D | -0.25% | |
| KEYS | A | -0.24% | |
| MPWR | F | -0.24% | |
| BRO | B | -0.24% | |
| DECK | A | -0.24% | |
| RBLX | C | -0.24% | |
| NET | B | -0.24% | |
| NVR | D | -0.24% | |
| DOV | A | -0.24% | |
| VTR | C | -0.23% | |
| CPAY | A | -0.23% | |
| AWK | D | -0.23% | |
| TYL | B | -0.23% | |
| TPL | A | -0.23% | |
| HSY | F | -0.23% | |
| MTD | D | -0.23% | |
| CHD | B | -0.23% | |
| FTV | C | -0.23% | |
| HAL | C | -0.23% | |
| BR | A | -0.23% | |
| PPL | B | -0.22% | |
| WST | C | -0.22% | |
| GDDY | A | -0.22% | |
| ADM | D | -0.22% | |
| EQR | B | -0.22% | |
| EME | C | -0.21% | |
| LPLA | A | -0.21% | |
| HUBB | B | -0.21% | |
| BIIB | F | -0.21% | |
| AEE | A | -0.21% | |
| EQT | B | -0.21% | |
| CDW | F | -0.21% | |
| CCL | B | -0.21% | |
| VLTO | D | -0.21% | |
| WAT | B | -0.2% | |
| TDY | B | -0.2% | |
| ZBH | C | -0.2% | |
| ILMN | D | -0.2% | |
| LDOS | C | -0.2% | |
| PTC | A | -0.2% | |
| IFF | D | -0.2% | |
| EXPE | B | -0.2% | |
| PKG | A | -0.19% | |
| K | A | -0.19% | |
| LYB | F | -0.19% | |
| ES | D | -0.19% | |
| NTRS | A | -0.19% | |
| ATO | A | -0.19% | |
| STE | F | -0.19% | |
| WBD | C | -0.19% | |
| CMS | C | -0.18% | |
| ZBRA | B | -0.18% | |
| PFG | D | -0.18% | |
| LH | C | -0.18% | |
| DRI | B | -0.18% | |
| WDC | D | -0.18% | |
| CLX | B | -0.18% | |
| OMC | C | -0.18% | |
| MDB | C | -0.18% | |
| FE | C | -0.18% | |
| CSL | C | -0.18% | |
| SNA | A | -0.17% | |
| MKC | D | -0.17% | |
| FDS | B | -0.17% | |
| IBKR | A | -0.17% | |
| CTRA | B | -0.17% | |
| EXE | B | -0.17% | |
| ZS | C | -0.17% | |
| LYV | A | -0.17% | |
| INVH | D | -0.17% | |
| CNP | B | -0.17% | |
| LUV | C | -0.17% | |
| TRU | D | -0.17% | |
| ESS | B | -0.17% | |
| IP | B | -0.17% | |
| BALL | D | -0.17% | |
| DKNG | B | -0.17% | |
| STX | D | -0.17% | |
| LII | A | -0.17% | |
| LVS | C | -0.17% | |
| COO | D | -0.17% | |
| ZM | B | -0.17% | |
| BAH | F | -0.17% | |
| FSLR | F | -0.17% | |
| MOH | F | -0.16% | |
| J | F | -0.16% | |
| FWONK | B | -0.16% | |
| KEY | B | -0.16% | |
| TSN | B | -0.16% | |
| HOLX | D | -0.16% | |
| PODD | C | -0.16% | |
| ULTA | F | -0.16% | |
| WSO | A | -0.16% | |
| MAA | B | -0.16% | |
| WRB | A | -0.16% | |
| NTRA | B | -0.16% | |
| HOOD | B | -0.15% | |
| HEI | B | -0.15% | |
| ALGN | D | -0.15% | |
| KIM | A | -0.15% | |
| TER | D | -0.15% | |
| OC | A | -0.15% | |
| DG | F | -0.15% | |
| ARE | D | -0.15% | |
| EXPD | D | -0.15% | |
| BURL | A | -0.15% | |
| MANH | D | -0.15% | |
| TRMB | B | -0.15% | |
| XPO | B | -0.15% | |
| GEN | B | -0.15% | |
| GPC | D | -0.15% | |
| NTNX | A | -0.15% | |
| IEX | B | -0.15% | |
| MAS | D | -0.15% | |
| DGX | A | -0.15% | |
| PNR | A | -0.15% | |
| PINS | D | -0.15% | |
| RPM | A | -0.15% | |
| JBHT | C | -0.14% | |
| FLEX | A | -0.14% | |
| SUI | D | -0.14% | |
| L | A | -0.14% | |
| CF | B | -0.14% | |
| FNF | B | -0.14% | |
| FIX | A | -0.14% | |
| THC | D | -0.14% | |
| TOL | B | -0.14% | |
| VRSN | F | -0.14% | |
| AVY | D | -0.14% | |
| SSNC | B | -0.14% | |
| NI | A | -0.14% | |
| BAX | D | -0.14% | |
| MRO | B | -0.14% | |
| TXT | D | -0.14% | |
| DOCU | A | -0.14% | |
| TWLO | A | -0.14% | |
| JBL | B | -0.13% | |
| FFIV | B | -0.13% | |
| AVTR | F | -0.13% | |
| RVTY | F | -0.13% | |
| EVRG | A | -0.13% | |
| SAIA | B | -0.13% | |
| AMCR | D | -0.13% | |
| ACM | A | -0.13% | |
| UTHR | C | -0.13% | |
| ROL | B | -0.13% | |
| DT | C | -0.13% | |
| TW | A | -0.13% | |
| EL | F | -0.13% | |
| DOC | D | -0.13% | |
| GGG | B | -0.13% | |
| DPZ | C | -0.13% | |
| USFD | A | -0.13% | |
| CASY | A | -0.13% | |
| RGA | A | -0.13% | |
| LNT | A | -0.13% | |
| VTRS | A | -0.13% | |
| ENTG | D | -0.13% | |
| PSTG | D | -0.13% | |
| SWK | D | -0.12% | |
| CAG | D | -0.12% | |
| NDSN | B | -0.12% | |
| RNR | C | -0.12% | |
| PFGC | B | -0.12% | |
| MRNA | F | -0.12% | |
| UDR | B | -0.12% | |
| SWKS | F | -0.12% | |
| AKAM | D | -0.12% | |
| DLTR | F | -0.12% | |
| POOL | C | -0.12% | |
| EPAM | C | -0.12% | |
| EQH | B | -0.12% | |
| LECO | B | -0.11% | |
| EMN | D | -0.11% | |
| UHS | D | -0.11% | |
| DAY | B | -0.11% | |
| ALB | C | -0.11% | |
| AMH | D | -0.11% | |
| HST | C | -0.11% | |
| SCI | B | -0.11% | |
| NVT | B | -0.11% | |
| NBIX | C | -0.11% | |
| BMRN | D | -0.11% | |
| REG | B | -0.11% | |
| BXP | D | -0.11% | |
| KMX | B | -0.11% | |
| JNPR | F | -0.11% | |
| OKTA | C | -0.11% | |
| BG | F | -0.11% | |
| ALLE | D | -0.11% | |
| GLPI | C | -0.11% | |
| CLH | B | -0.11% | |
| INCY | C | -0.11% | |
| CPT | B | -0.11% | |
| ELS | C | -0.11% | |
| APTV | D | -0.11% | |
| TTEK | F | -0.1% | |
| CCK | C | -0.1% | |
| FND | C | -0.1% | |
| IPG | D | -0.1% | |
| TAP | C | -0.1% | |
| NWSA | B | -0.1% | |
| FOXA | B | -0.1% | |
| CG | A | -0.1% | |
| PAYC | B | -0.1% | |
| BLD | D | -0.1% | |
| RRX | B | -0.1% | |
| TECH | D | -0.1% | |
| SNAP | C | -0.1% | |
| LW | C | -0.1% | |
| SJM | D | -0.1% | |
| HEI | B | -0.1% | |
| WPC | D | -0.1% | |
| CNH | C | -0.09% | |
| WING | D | -0.09% | |
| ALLY | C | -0.09% | |
| SRPT | D | -0.09% | |
| CHDN | B | -0.09% | |
| AES | F | -0.09% | |
| CRL | C | -0.09% | |
| ERIE | D | -0.09% | |
| RPRX | D | -0.09% | |
| LKQ | D | -0.09% | |
| AFG | A | -0.09% | |
| BJ | A | -0.09% | |
| MOS | F | -0.08% | |
| ENPH | F | -0.08% | |
| AOS | F | -0.08% | |
| CPB | D | -0.08% | |
| HRL | D | -0.08% | |
| TFX | F | -0.08% | |
| SMCI | F | -0.08% | |
| AR | B | -0.08% | |
| WYNN | D | -0.08% | |
| MGM | D | -0.08% | |
| WMS | D | -0.08% | |
| MORN | B | -0.08% | |
| EXAS | D | -0.08% | |
| SOLV | C | -0.08% | |
| WTRG | B | -0.08% | |
| CNM | D | -0.07% | |
| DVA | B | -0.07% | |
| HII | D | -0.07% | |
| CE | F | -0.07% | |
| MEDP | D | -0.07% | |
| PCOR | B | -0.06% | |
| UHAL | D | -0.06% | |
| QRVO | F | -0.06% | |
| WBA | F | -0.06% | |
| BSY | D | -0.06% | |
| SIRI | C | -0.06% | |
| AZPN | A | -0.06% | |
| BRKR | D | -0.05% | |
| U | C | -0.05% | |
| SNX | C | -0.05% | |
| FOX | A | -0.05% | |
| BEN | C | -0.05% | |
| CELH | F | -0.04% | |
| WLK | D | -0.04% | |
| COTY | F | -0.03% | |
| NWS | B | -0.03% | |
| PAG | B | -0.03% | |
| FWONA | B | -0.02% | |
| ALAB | B | -0.02% | |
| AGR | B | -0.02% | |
| LEN | D | -0.01% | |
| UHAL | D | -0.0% |
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
IMCB: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Business Services
Diversified Industrials
Utilities - Regulated Electric
Oil & Gas E&P
REIT - Residential
Biotechnology
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Software - Infrastructure
Engineering & Construction
Insurance - Property & Casualty
Medical Instruments & Supplies
Specialty Chemicals
Utilities - Diversified
Broadcasting - TV
Building Materials
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