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USMF vs ROAM
WisdomTree U.S. Multifactor Fund vs Hartford Multifactor Emerging Markets ETF
Key differences
- USMF costs 0.16% less per year.
- USMF is significantly larger than ROAM — larger funds tend to be more liquid and less likely to close.
- USMF covers north america markets; ROAM covers emerging markets.
- Over the last 3 years, ROAM has delivered higher annualized returns.
Side-by-side comparison
| USMF | ROAM | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.44% |
| Fund size (AUM) | $358M | $106M |
| Since | 2017 | 2015 |
| Dividend yield | 1.36% | 2.74% |
| Asset class | equity | equity |
| Region | north america | emerging markets |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.2% | +45.2% |
| CAGR 3Y | +14.2% | +24.5% |
| CAGR 5Y | +7.8% | +12.7% |
| Sharpe 3Y | 0.85 | 1.33 |
| Volatility 1Y | 10.86% | 14.41% |
| Max drawdown | -36.24% | -45.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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