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ROAM vs EEMV

Hartford Multifactor Emerging Markets ETF vs iShares MSCI Emerging Markets Min Vol Factor ETF

ROAM

Hartford Multifactor Emerging Markets ETF

Annual cost

0.44%

Fund size

$121M

EEMV

iShares MSCI Emerging Markets Min Vol Factor ETF

Annual cost

0.25%

Fund size

$3.7B

Key differences

Both ROAM and EEMV are equity ETFs. ROAM charges 0.44% a year and EEMV 0.25%. The main difference: EEMV costs 0.19% less per year.

  • EEMV costs 0.19% less per year.
  • EEMV is much larger than ROAM. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ROAM has delivered higher annualized returns.

Side-by-side comparison

ROAMEEMV
Annual cost (TER)0.44%0.25%
Fund size (AUM)$121M$3.7B
Since20152011
Dividend yield2.49%2.25%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+39.9%+19.4%
CAGR 3Y+23.6%+12.6%
CAGR 5Y+11.3%+4.8%
Sharpe 3Y1.250.76
Volatility 1Y15.76%14.05%
Max drawdown-45.46%-31.56%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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