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ROAM vs OSEA

Hartford Multifactor Emerging Markets ETF vs Harbor International Compounders ETF

ROAM

Hartford Multifactor Emerging Markets ETF

Hartford Mutual Funds

Annual cost

0.44%

Fund size

$106M

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

Key differences

  • ROAM costs 0.11% less per year.
  • OSEA is significantly larger than ROAM — larger funds tend to be more liquid and less likely to close.
  • ROAM covers emerging markets markets; OSEA covers global.
  • 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

ROAMOSEA
Annual cost (TER)0.44%0.55%
Fund size (AUM)$106M$497M
Since20152022
Dividend yield2.74%1.23%
Asset classequityequity
Regionemerging marketsglobal
Strategyindex trackingindex tracking
CAGR 1Y+50.8%+8.2%
CAGR 3Y+26.2%+7.1%
CAGR 5Y+13.2%N/A
Sharpe 3Y1.420.29
Volatility 1Y14.76%15.20%
Max drawdown-45.46%-18.14%

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

Similar to ROAM and OSEA