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HAPI vs ROAM

Harbor Human Capital Factor US Large Cap ETF vs Hartford Multifactor Emerging Markets ETF

HAPI

Harbor Human Capital Factor US Large Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$470M

ROAM

Hartford Multifactor Emerging Markets ETF

Hartford Mutual Funds

Annual cost

0.44%

Fund size

$106M

Key differences

  • HAPI costs 0.09% less per year.
  • HAPI is significantly larger than ROAM — larger funds tend to be more liquid and less likely to close.
  • HAPI covers north america markets; ROAM covers emerging markets.
  • Over the last 3 years, ROAM has delivered higher annualized returns.
  • ROAM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HAPIROAM
Annual cost (TER)0.35%0.44%
Fund size (AUM)$470M$106M
Since20222015
Dividend yield0.82%2.74%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+24.9%+45.2%
CAGR 3Y+23.2%+24.5%
CAGR 5YN/A+12.7%
Sharpe 3Y1.231.33
Volatility 1Y11.63%14.41%
Max drawdown-19.46%-45.46%

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

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