ROAM vs. VWO
Compare and contrast key facts about Hartford Multifactor Emerging Markets ETF (ROAM) and Vanguard FTSE Emerging Markets ETF (VWO).
ROAM and VWO 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. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005. Both ROAM and VWO 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: ROAM or VWO.
Correlation
The correlation between ROAM and VWO is 0.62, 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. VWO - Performance Comparison
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Key characteristics
ROAM:
0.49
VWO:
0.67
ROAM:
0.85
VWO:
1.10
ROAM:
1.11
VWO:
1.15
ROAM:
0.50
VWO:
0.67
ROAM:
1.49
VWO:
2.21
ROAM:
5.69%
VWO:
5.89%
ROAM:
16.21%
VWO:
18.64%
ROAM:
-45.46%
VWO:
-67.68%
ROAM:
-1.39%
VWO:
-4.31%
Returns By Period
In the year-to-date period, ROAM achieves a 8.57% return, which is significantly higher than VWO's 7.49% return. Over the past 10 years, ROAM has underperformed VWO with an annualized return of 3.11%, while VWO has yielded a comparatively higher 3.65% annualized return.
ROAM
8.57%
10.20%
5.12%
7.94%
11.62%
3.11%
VWO
7.49%
9.72%
4.21%
12.31%
8.88%
3.65%
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ROAM vs. VWO - Expense Ratio Comparison
ROAM has a 0.44% expense ratio, which is higher than VWO's 0.08% expense ratio.
Risk-Adjusted Performance
ROAM vs. VWO — Risk-Adjusted Performance Rank
ROAM
VWO
ROAM vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Emerging Markets ETF (ROAM) and Vanguard FTSE Emerging Markets ETF (VWO). 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.
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Dividends
ROAM vs. VWO - Dividend Comparison
ROAM's dividend yield for the trailing twelve months is around 3.82%, more than VWO's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROAM Hartford Multifactor Emerging Markets ETF | 3.82% | 4.15% | 5.40% | 5.24% | 4.22% | 3.04% | 3.55% | 2.54% | 1.84% | 1.89% | 2.24% | 0.00% |
VWO Vanguard FTSE Emerging Markets ETF | 3.00% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.23% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
ROAM vs. VWO - Drawdown Comparison
The maximum ROAM drawdown since its inception was -45.46%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for ROAM and VWO. For additional features, visit the drawdowns tool.
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Volatility
ROAM vs. VWO - Volatility Comparison
The current volatility for Hartford Multifactor Emerging Markets ETF (ROAM) is 4.22%, while Vanguard FTSE Emerging Markets ETF (VWO) has a volatility of 5.01%. This indicates that ROAM experiences smaller price fluctuations and is considered to be less risky than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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