Compare · 2 funds side by side · dividends reinvested

ROAM and EFA

ROAMHartford×EFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,809ROAM · best of the two

02 / 04

ROAM and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Emerging Markets ETFInternational · Emerging0.44%2.57%+13.7%+16.7%+22.0%+10.4%−12.0%18.5%$101M1.5

iShares MSCI EAFE ETFInternational · Developed0.32%3.28%+8.6%+13.5%+19.0%+8.2%−11.4%16.3%$76.1B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ROAM 2015 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Emerging Markets ETF · $101M$16,809

ROAM

EFA

iShares MSCI EAFE ETF · $76.1B$14,818

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ROAMMeasureEFA

+13.7%Year to dateJan 1 → Nov 6+8.6%

+16.7%1 yearTotal return+13.5%

+22.0%3 years · per year$10,000 became $18,142 · $16,864+19.0%

+10.4%5 years · per year$10,000 became $16,400 · $14,850+8.2%

0.44%Expense ratio$44 · $32 a year on $10k · lower is better0.32%

2.57%Trailing 12-mo yield$257 · $328 a year on $10k3.28%

−12.0%Worst dropSmaller is better−11.4%

18.5%VolatilityLower is calmer16.3%

ROAMEFA Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROAM vs EFA: Top 5 Holdings

Today

ROAM

5.3%in top 5

EFA

in top 58.4%

ROAMStockEFA

not top 5ASML.AS2.7%

not top 5ROP.SW1.6%

not top 5HSBA.L1.4%

not top 5NOVN.SW1.4%

not top 5SHEL.L1.4%

1.1%TECHM.BOnot top 5

1.1%TCS.BOnot top 5

1.1%INFYnot top 5

1.0%2379.TWnot top 5

1.0%TSMnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

ROAM vs EFA Returns, Every Period

HartfordROAM

+10.4%

5 years, per year

EFAiShares

+8.2%

5 years, per year

ROAMEFAFaded: behind in that period

4–0ROAM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ROAM vs EFA

YTD

HartfordROAM

+13.7%

EFAiShares

+8.6%

+13.7%Year to date+8.6%

−12.0%Worst drop · 1Y−11.4%

18.5%Volatility · 1Y16.3%

2.6%Yield3.3%

$101MAssets$76.1B

3–1EFA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROAM, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

ROAM0.44%$44

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ROAM, EFA

3.28%highest, EFA

FundTrailing yieldYield$10k

EFA3.28%$328

ROAM2.57%$257

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

ROAM$257 − $44 = $213

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ROAM, EFA

Today

0.0%most shared, ROAM and EFA

ROAMEFA

ROAM—0.0%

EFA0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.7%ROAM, at 18.5% volatility

EFAWorst drop−11.4%16.3% vol

ROAMWorst drop−12.0%18.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EFAROAM

+8.6%Year to date+13.7%

3.3%Yield2.6%

+13.5%Past year+16.7%

0.32%Fee0.44%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026