ROAM vs. DGRE
Compare and contrast key facts about Hartford Multifactor Emerging Markets ETF (ROAM) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE).
ROAM and DGRE 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 Hartford that tracks the performance of the Hartford Multifactor Emerging Markets Equity Index. It was launched on Feb 26, 2015. DGRE is an actively managed fund by WisdomTree. It was launched on Aug 1, 2013.
Performance
ROAM vs. DGRE - Performance Comparison
Loading graphics...
ROAM vs. DGRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ROAM Hartford Multifactor Emerging Markets ETF | 6.43% | 32.08% | 6.21% | 21.28% | -14.78% | 9.32% | 2.24% | 8.89% | -12.24% | 27.69% |
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 6.00% | 27.47% | 3.63% | 18.46% | -21.86% | 2.55% | 10.85% | 21.12% | -16.36% | 33.61% |
Returns By Period
In the year-to-date period, ROAM achieves a 6.43% return, which is significantly higher than DGRE's 6.00% return. Both investments have delivered pretty close results over the past 10 years, with ROAM having a 7.63% annualized return and DGRE not far behind at 7.39%.
ROAM
- 1D
- 2.47%
- 1M
- -7.36%
- YTD
- 6.43%
- 6M
- 13.25%
- 1Y
- 36.19%
- 3Y*
- 19.94%
- 5Y*
- 9.67%
- 10Y*
- 7.63%
DGRE
- 1D
- 3.90%
- 1M
- -9.64%
- YTD
- 6.00%
- 6M
- 16.05%
- 1Y
- 38.54%
- 3Y*
- 15.78%
- 5Y*
- 4.68%
- 10Y*
- 7.39%
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. DGRE - Expense Ratio Comparison
ROAM has a 0.44% expense ratio, which is higher than DGRE's 0.32% expense ratio.
Return for Risk
ROAM vs. DGRE — Risk / Return Rank
ROAM
DGRE
ROAM vs. DGRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Emerging Markets ETF (ROAM) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE). 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.
| ROAM | DGRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.24 | 1.97 | +0.27 |
Sortino ratioReturn per unit of downside risk | 2.93 | 2.63 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.38 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 3.09 | 2.78 | +0.32 |
Martin ratioReturn relative to average drawdown | 13.21 | 12.01 | +1.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ROAM | DGRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | 1.97 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.27 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.38 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.24 | +0.06 |
Correlation
The correlation between ROAM and DGRE is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ROAM vs. DGRE - Dividend Comparison
ROAM's dividend yield for the trailing twelve months is around 2.98%, more than DGRE's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROAM Hartford Multifactor Emerging Markets ETF | 2.98% | 3.17% | 4.15% | 5.40% | 5.23% | 4.22% | 3.04% | 3.55% | 2.54% | 1.84% | 1.89% | 2.25% |
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 1.47% | 1.65% | 1.90% | 2.22% | 4.38% | 2.56% | 2.11% | 2.32% | 2.71% | 3.12% | 3.18% | 3.01% |
Drawdowns
ROAM vs. DGRE - Drawdown Comparison
The maximum ROAM drawdown since its inception was -45.47%, which is greater than DGRE's maximum drawdown of -36.95%. Use the drawdown chart below to compare losses from any high point for ROAM and DGRE.
Loading graphics...
Drawdown Indicators
| ROAM | DGRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.47% | -36.95% | -8.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -13.68% | +2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -27.07% | -34.88% | +7.81% |
Max Drawdown (10Y)Largest decline over 10 years | -45.47% | -36.95% | -8.52% |
Current DrawdownCurrent decline from peak | -7.69% | -10.31% | +2.62% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -12.14% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.16% | -0.44% |
Volatility
ROAM vs. DGRE - Volatility Comparison
The current volatility for Hartford Multifactor Emerging Markets ETF (ROAM) is 7.59%, while WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) has a volatility of 11.19%. This indicates that ROAM experiences smaller price fluctuations and is considered to be less risky than DGRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ROAM | DGRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.59% | 11.19% | -3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 14.94% | -3.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 19.61% | -3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.03% | 17.53% | -2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.83% | 19.44% | -1.61% |