ROAM vs. HFSI
Compare and contrast key facts about Hartford Multifactor Emerging Markets ETF (ROAM) and Hartford Strategic Income ETF (HFSI).
ROAM and HFSI 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. HFSI is an actively managed fund by Hartford. It was launched on Sep 21, 2021.
Performance
ROAM vs. HFSI - Performance Comparison
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ROAM vs. HFSI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ROAM Hartford Multifactor Emerging Markets ETF | 6.43% | 32.08% | 6.21% | 21.28% | -14.78% | -0.24% |
HFSI Hartford Strategic Income ETF | -0.99% | 9.56% | 7.91% | 9.91% | -12.60% | -1.57% |
Returns By Period
In the year-to-date period, ROAM achieves a 6.43% return, which is significantly higher than HFSI's -0.99% return.
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%
HFSI
- 1D
- 0.35%
- 1M
- -2.49%
- YTD
- -0.99%
- 6M
- 0.35%
- 1Y
- 6.27%
- 3Y*
- 7.40%
- 5Y*
- —
- 10Y*
- —
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ROAM vs. HFSI - Expense Ratio Comparison
ROAM has a 0.44% expense ratio, which is lower than HFSI's 0.49% expense ratio.
Return for Risk
ROAM vs. HFSI — Risk / Return Rank
ROAM
HFSI
ROAM vs. HFSI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Emerging Markets ETF (ROAM) and Hartford Strategic Income ETF (HFSI). 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 | HFSI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.24 | 1.47 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.93 | 2.01 | +0.92 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.29 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.09 | 1.78 | +1.31 |
Martin ratioReturn relative to average drawdown | 13.21 | 7.04 | +6.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ROAM | HFSI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | 1.47 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.45 | -0.16 |
Correlation
The correlation between ROAM and HFSI is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ROAM vs. HFSI - Dividend Comparison
ROAM's dividend yield for the trailing twelve months is around 2.98%, less than HFSI's 5.66% 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% |
HFSI Hartford Strategic Income ETF | 5.66% | 5.67% | 6.51% | 5.77% | 4.87% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ROAM vs. HFSI - Drawdown Comparison
The maximum ROAM drawdown since its inception was -45.47%, which is greater than HFSI's maximum drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for ROAM and HFSI.
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Drawdown Indicators
| ROAM | HFSI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.47% | -19.34% | -26.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -3.56% | -8.07% |
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 | -7.69% | -2.49% | -5.20% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -5.91% | -5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 0.90% | +1.82% |
Volatility
ROAM vs. HFSI - Volatility Comparison
Hartford Multifactor Emerging Markets ETF (ROAM) has a higher volatility of 7.59% compared to Hartford Strategic Income ETF (HFSI) at 1.61%. This indicates that ROAM's price experiences larger fluctuations and is considered to be riskier than HFSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ROAM | HFSI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.59% | 1.61% | +5.98% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 2.37% | +8.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 4.27% | +11.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.03% | 5.02% | +10.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.83% | 5.02% | +12.81% |