FFR vs. ROAM
Compare and contrast key facts about First Trust FTSE EPRA/NAREIT Developed Markets Real Estate (FFR) and Hartford Multifactor Emerging Markets ETF (ROAM).
FFR and ROAM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FFR is a passively managed fund by First Trust that tracks the performance of the FTSE EPRA/NAREIT Developed Index. It was launched on Aug 27, 2007. ROAM is a passively managed fund by The Hartford that tracks the performance of the Hartford Multifactor Emerging Markets Equity Index. It was launched on Feb 26, 2015. Both FFR and ROAM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFR or ROAM.
Key characteristics
| FFR | ROAM |
|---|
Correlation
The correlation between FFR and ROAM is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FFR vs. ROAM - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FFR vs. ROAM - Expense Ratio Comparison
FFR has a 0.60% expense ratio, which is higher than ROAM's 0.44% expense ratio.
Risk-Adjusted Performance
FFR vs. ROAM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust FTSE EPRA/NAREIT Developed Markets Real Estate (FFR) and Hartford Multifactor Emerging Markets ETF (ROAM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FFR vs. ROAM - Dividend Comparison
FFR has not paid dividends to shareholders, while ROAM's dividend yield for the trailing twelve months is around 5.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate | 2.13% | 2.32% | 1.78% | 2.64% | 0.79% | 4.97% | 3.38% | 2.51% | 3.50% | 1.45% | 3.27% | 2.84% |
ROAM Hartford Multifactor Emerging Markets ETF | 5.22% | 5.40% | 5.23% | 4.22% | 3.04% | 3.55% | 2.54% | 1.84% | 1.89% | 2.25% | 0.00% | 0.00% |
Drawdowns
FFR vs. ROAM - Drawdown Comparison
Volatility
FFR vs. ROAM - Volatility Comparison
The current volatility for First Trust FTSE EPRA/NAREIT Developed Markets Real Estate (FFR) is 0.00%, while Hartford Multifactor Emerging Markets ETF (ROAM) has a volatility of 3.59%. This indicates that FFR experiences smaller price fluctuations and is considered to be less risky than ROAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.