HFSI vs. ROAM
HFSI (Hartford Strategic Income ETF) and ROAM (Hartford Multifactor Emerging Markets ETF) are both exchange-traded funds - HFSI is a Multisector Bonds fund actively managed by Hartford, while ROAM is a Emerging Markets Equities fund tracking the Hartford Multifactor Emerging Markets Equity Index. HFSI is actively managed, while ROAM is passively managed. Over the past 3 years, HFSI returned 7.99%/yr vs 21.21%/yr for ROAM. Their 0.34 correlation means their historical movements had little consistent relationship. HFSI charges 0.49%/yr vs 0.44%/yr for ROAM.
Performance
HFSI vs. ROAM - Performance Comparison
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Returns By Period
In the year-to-date period, HFSI achieves a 1.08% return, which is significantly lower than ROAM's 18.83% return.
HFSI
- 1D
- 0.26%
- 1M
- -0.50%
- 6M
- 0.57%
- YTD
- 1.08%
- 1Y
- 4.70%
- 3Y*
- 7.99%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 2.61%
ROAM
- 1D
- 1.67%
- 1M
- -2.83%
- 6M
- 10.18%
- YTD
- 18.83%
- 1Y
- 35.08%
- 3Y*
- 21.21%
- 5Y*
- 11.01%
- 10Y*
- 8.40%
- ALL TIME*
- 6.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $11.57M | $12.84M | $8.48M | |
| $526.87K | $482.26K | $1.06M |
HFSI vs. ROAM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HFSI Hartford Strategic Income ETF | 1.08% | 9.56% | 7.91% | 9.91% | -12.60% | -1.24% |
ROAM Hartford Multifactor Emerging Markets ETF | 18.83% | 32.08% | 6.21% | 21.28% | -14.78% | 1.28% |
Correlation
The correlation between HFSI and ROAM is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2021 | 0.34 |
The correlation between HFSI and ROAM shifts across timeframes, from 0.34 (all time) to 0.47 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
HFSI vs. ROAM — Risk / Return Rank
HFSI
ROAM
HFSI vs. ROAM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Strategic Income ETF (HFSI) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HFSI | ROAM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.36 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | 3.16 | -1.62 |
| Martin ratioReturn relative to average drawdown | 5.96 | 9.65 | -3.69 |
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Drawdowns
HFSI vs. ROAM - Drawdown Comparison
The maximum HFSI drawdown since its inception was -19.34%, smaller than the maximum ROAM drawdown of -45.47%. Use the drawdown chart below to compare losses from any high point for HFSI and ROAM.
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Drawdown Indicators
| HFSI | ROAM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.34% | -45.47% | +26.13% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -11.14% | +8.08% |
Max Drawdown (3Y)Largest decline over 3 years | -4.37% | -16.79% | +12.42% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.47% | — |
Current DrawdownCurrent decline from peak | -0.82% | -8.00% | +7.18% |
Average DrawdownAverage peak-to-trough decline | -5.54% | -11.05% | +5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 3.64% | -2.85% |
Volatility
HFSI vs. ROAM - Volatility Comparison
The current volatility for Hartford Strategic Income ETF (HFSI) is 0.91%, while Hartford Multifactor Emerging Markets ETF (ROAM) has a volatility of 6.03%. This indicates that HFSI 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.
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Volatility by Period
| HFSI | ROAM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.91% | 6.03% | -5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 2.72% | 15.74% | -13.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.39% | 17.57% | -14.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.92% | 15.73% | -10.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.92% | 17.95% | -13.03% |
HFSI vs. ROAM - Expense Ratio Comparison
HFSI has a 0.49% expense ratio, which is higher than ROAM's 0.44% expense ratio.
Dividends
HFSI vs. ROAM - Dividend Comparison
HFSI's dividend yield for the trailing twelve months is around 5.61%, more than ROAM's 2.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFSI Hartford Strategic Income ETF | 5.61% | 5.67% | 6.51% | 5.77% | 4.87% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ROAM Hartford Multifactor Emerging Markets ETF | 2.46% | 3.17% | 4.15% | 5.40% | 5.23% | 4.22% | 3.04% | 3.55% | 2.54% | 1.84% | 1.89% | 2.25% |
Frequently Asked Questions
HFSI and ROAM have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ROAM has higher volatility (6.03%) compared to HFSI (0.91%). In terms of maximum drawdown, HFSI dropped -19.34% vs ROAM's -45.47%.
On 3-year performance, ROAM leads with 21.21% vs 7.99% for HFSI. On fees, ROAM is cheaper at 0.44% per year. On volatility, HFSI has been the lower-risk option at 0.91%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, ROAM has performed better with a 21.21% return vs 7.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ROAM is cheaper with a 0.44% expense ratio, compared with 0.49% for HFSI.
HFSI has the higher dividend yield at 5.61%, compared with 2.46% for ROAM.
HFSI is categorized as Multisector Bonds, while ROAM is Emerging Markets Equities. Their fees differ too: 0.49% for HFSI and 0.44% for ROAM.
ROAM currently has the higher Sharpe Ratio (2.01 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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