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LSEQ vs ROAM

Harbor Long-Short Equity ETF vs Hartford Multifactor Emerging Markets ETF

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

ROAM

Hartford Multifactor Emerging Markets ETF

Hartford Mutual Funds

Annual cost

0.44%

Fund size

$106M

Key differences

  • ROAM costs 1.84% less per year.
  • ROAM is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
  • LSEQ is classified as alternative, while ROAM is equity — different risk/return profiles.
  • LSEQ covers north america markets; ROAM covers emerging markets.
  • LSEQ follows a long short strategy; ROAM uses index tracking.
  • ROAM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSEQROAM
Annual cost (TER)2.28%0.44%
Fund size (AUM)$15M$106M
Since20232015
Dividend yield1.78%2.74%
Asset classalternativeequity
Regionnorth americaemerging markets
Strategylong shortindex tracking
CAGR 1Y+21.9%+50.8%
CAGR 3YN/A+26.2%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.42
Volatility 1Y14.93%14.76%
Max drawdown-8.35%-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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