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ROAM vs DFEM

Hartford Multifactor Emerging Markets ETF vs Dimensional Emerging Markets Core Equity 2 ETF

ROAM

Hartford Multifactor Emerging Markets ETF

Hartford Mutual Funds

Annual cost

0.44%

Fund size

$106M

DFEM

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional Fund Advisors

Annual cost

0.39%

Fund size

$8.5B

Key differences

  • DFEM is significantly larger than ROAM — larger funds tend to be more liquid and less likely to close.
  • ROAM follows a index tracking strategy; DFEM uses active selection.
  • 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

ROAMDFEM
Annual cost (TER)0.44%0.39%
Fund size (AUM)$106M$8.5B
Since20152022
Dividend yield2.74%1.98%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingactive selection
CAGR 1Y+45.2%+44.4%
CAGR 3Y+24.5%+22.2%
CAGR 5Y+12.7%N/A
Sharpe 3Y1.331.08
Volatility 1Y14.41%18.02%
Max drawdown-45.46%-20.82%

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

Similar to ROAM and DFEM