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HIS vs ROAM

Humilis US Focused Opportunities ETF vs Hartford Multifactor Emerging Markets ETF

HIS

Humilis US Focused Opportunities ETF

Humilis Investment Strategies

Annual cost

0.54%

Fund size

ROAM

Hartford Multifactor Emerging Markets ETF

Hartford Mutual Funds

Annual cost

0.44%

Fund size

$106M

Key differences

  • ROAM costs 0.10% less per year.
  • HIS covers north america markets; ROAM covers emerging markets.
  • HIS follows a active selection strategy; ROAM uses index tracking.
  • ROAM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HISROAM
Annual cost (TER)0.54%0.44%
Fund size (AUM)$106M
Since20262015
Dividend yield2.74%
Asset classequityequity
Regionnorth americaemerging markets
Strategyactive selectionindex tracking
CAGR 1YN/A+45.2%
CAGR 3YN/A+24.5%
CAGR 5YN/A+12.7%
Sharpe 3YN/A1.33
Volatility 1Y14.41%
Max drawdown0.00%-45.46%

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

Similar to HIS and ROAM