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EMSF vs RODM

Matthews Emerging Markets Sustainable Future Active ETF vs Hartford Multifactor Developed Markets (ex-US) ETF

EMSF

Matthews Emerging Markets Sustainable Future Active ETF

Matthews Asia Funds

Annual cost

0.79%

Fund size

$44M

RODM

Hartford Multifactor Developed Markets (ex-US) ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$1.5B

Key differences

  • RODM costs 0.50% less per year.
  • RODM is significantly larger than EMSF — larger funds tend to be more liquid and less likely to close.
  • EMSF covers emerging markets markets; RODM covers global.
  • EMSF follows a active selection strategy; RODM uses index enhanced.
  • RODM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMSFRODM
Annual cost (TER)0.79%0.29%
Fund size (AUM)$44M$1.5B
Since20232015
Dividend yield5.21%2.81%
Asset classequityequity
Regionemerging marketsglobal
Strategyactive selectionindex enhanced
CAGR 1Y+64.8%+28.5%
CAGR 3YN/A+20.2%
CAGR 5YN/A+10.2%
Sharpe 3YN/A1.29
Volatility 1Y24.21%10.77%
Max drawdown-24.75%-35.98%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EMSF and RODM