ROAM vs. AVUV
Compare and contrast key facts about Hartford Multifactor Emerging Markets ETF (ROAM) and Avantis U.S. Small Cap Value ETF (AVUV).
ROAM and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROAM or AVUV.
Correlation
The correlation between ROAM and AVUV is 0.66, 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
ROAM vs. AVUV - Performance Comparison
Loading data...
Key characteristics
ROAM:
0.39
AVUV:
-0.21
ROAM:
0.70
AVUV:
-0.05
ROAM:
1.09
AVUV:
0.99
ROAM:
0.40
AVUV:
-0.14
ROAM:
1.18
AVUV:
-0.38
ROAM:
5.69%
AVUV:
10.35%
ROAM:
16.09%
AVUV:
25.23%
ROAM:
-45.46%
AVUV:
-49.42%
ROAM:
-3.07%
AVUV:
-18.04%
Returns By Period
In the year-to-date period, ROAM achieves a 6.73% return, which is significantly higher than AVUV's -10.04% return.
ROAM
6.73%
11.56%
3.18%
6.11%
11.05%
2.99%
AVUV
-10.04%
11.04%
-15.40%
-4.81%
20.92%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ROAM vs. AVUV - Expense Ratio Comparison
ROAM has a 0.44% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
ROAM vs. AVUV — Risk-Adjusted Performance Rank
ROAM
AVUV
ROAM vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Emerging Markets ETF (ROAM) and Avantis U.S. Small Cap Value ETF (AVUV). 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.
Loading data...
Dividends
ROAM vs. AVUV - Dividend Comparison
ROAM's dividend yield for the trailing twelve months is around 3.89%, more than AVUV's 1.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ROAM Hartford Multifactor Emerging Markets ETF | 3.89% | 4.15% | 5.40% | 5.24% | 4.22% | 3.04% | 3.55% | 2.54% | 1.84% | 1.89% | 2.24% |
AVUV Avantis U.S. Small Cap Value ETF | 1.84% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ROAM vs. AVUV - Drawdown Comparison
The maximum ROAM drawdown since its inception was -45.46%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for ROAM and AVUV. For additional features, visit the drawdowns tool.
Loading data...
Volatility
ROAM vs. AVUV - Volatility Comparison
The current volatility for Hartford Multifactor Emerging Markets ETF (ROAM) is 4.58%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 7.85%. This indicates that ROAM experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...