Screener
EVLU vs ROAM
iShares MSCI Emerging Markets Value Factor ETF vs Hartford Multifactor Emerging Markets ETF
Key differences
Both EVLU and ROAM are equity ETFs. EVLU charges 0.35% a year and ROAM 0.44%. The main difference: EVLU costs 0.09% less per year.
- EVLU costs 0.09% less per year.
- ROAM is much larger than EVLU. Larger funds are usually more liquid and less likely to close.
- ROAM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EVLU | ROAM | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.44% |
| Fund size (AUM) | $15M | $121M |
| Since | 2024 | 2015 |
| Dividend yield | 3.99% | 2.49% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +57.1% | +39.9% |
| CAGR 3Y | N/A | +23.6% |
| CAGR 5Y | N/A | +11.3% |
| Sharpe 3Y | N/A | 1.25 |
| Volatility 1Y | 19.64% | 15.76% |
| Max drawdown | -17.17% | -45.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.