Screener
ROAM vs EVLU
Hartford Multifactor Emerging Markets ETF vs iShares MSCI Emerging Markets Value Factor ETF
Key differences
Both ROAM and EVLU are equity ETFs. ROAM charges 0.44% a year and EVLU 0.35%. The main difference: EVLU costs 0.09% less per year.
- EVLU costs 0.09% less per year.
- ROAM is much larger than EVLU. Larger funds are usually more liquid and less likely to close.
- ROAM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ROAM | EVLU | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.35% |
| Fund size (AUM) | $121M | $15M |
| Since | 2015 | 2024 |
| Dividend yield | 2.49% | 3.99% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +39.9% | +57.1% |
| CAGR 3Y | +23.6% | N/A |
| CAGR 5Y | +11.3% | N/A |
| Sharpe 3Y | 1.25 | N/A |
| Volatility 1Y | 15.76% | 19.64% |
| Max drawdown | -45.46% | -17.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.