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EPSV vs ROAM

Harbor SMID Cap Value ETF vs Hartford Multifactor Emerging Markets ETF

EPSV

Harbor SMID Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

ROAM

Hartford Multifactor Emerging Markets ETF

Hartford Mutual Funds

Annual cost

0.44%

Fund size

$106M

Key differences

  • ROAM costs 0.44% less per year.
  • ROAM is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
  • EPSV covers north america markets; ROAM covers emerging markets.
  • ROAM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSVROAM
Annual cost (TER)0.88%0.44%
Fund size (AUM)$5M$106M
Since20252015
Dividend yield2.74%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+47.2%+50.8%
CAGR 3YN/A+26.2%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.42
Volatility 1Y17.87%14.76%
Max drawdown-8.93%-45.46%

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

Similar to EPSV and ROAM