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HDUS vs ROAM

Hartford Disciplined US Equity ETF vs Hartford Multifactor Emerging Markets ETF

HDUS

Hartford Disciplined US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$180M

ROAM

Hartford Multifactor Emerging Markets ETF

Hartford Mutual Funds

Annual cost

0.44%

Fund size

$106M

Key differences

  • HDUS costs 0.25% less per year.
  • HDUS 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

HDUSROAM
Annual cost (TER)0.19%0.44%
Fund size (AUM)$180M$106M
Since20222015
Dividend yield1.38%2.74%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+45.2%
CAGR 3Y+21.8%+24.5%
CAGR 5YN/A+12.7%
Sharpe 3Y1.231.33
Volatility 1Y11.10%14.41%
Max drawdown-17.94%-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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