Skip to content
Beacon
Screener

ROAM vs FSMD

Hartford Multifactor Emerging Markets ETF vs Fidelity Small-Mid Multifactor ETF

ROAM

Hartford Multifactor Emerging Markets ETF

Hartford Mutual Funds

Annual cost

0.44%

Fund size

$106M

FSMD

Fidelity Small-Mid Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$2.4B

Key differences

  • FSMD costs 0.29% less per year.
  • FSMD is significantly larger than ROAM — larger funds tend to be more liquid and less likely to close.
  • ROAM covers emerging markets markets; FSMD covers north america.
  • Over the last 3 years, ROAM has delivered higher annualized returns.

Side-by-side comparison

ROAMFSMD
Annual cost (TER)0.44%0.15%
Fund size (AUM)$106M$2.4B
Since20152019
Dividend yield2.74%1.25%
Asset classequityequity
Regionemerging marketsnorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.2%+25.4%
CAGR 3Y+24.5%+17.8%
CAGR 5Y+12.7%+9.4%
Sharpe 3Y1.330.83
Volatility 1Y14.41%15.36%
Max drawdown-45.46%-40.67%

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

Similar to ROAM and FSMD