Compare · 3 funds side by side · dividends reinvested

ROAM, EFA and IEMG

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

02 / 04

ROAM, EFA and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Emerging Markets ETFInternational · Emerging0.44%2.55%+14.8%+16.8%+22.0%+10.9%−12.0%18.5%$101M1.6

iShares MSCI EAFE ETFInternational · Developed0.32%3.30%+7.8%+11.9%+18.3%+8.2%−11.4%16.3%$76.1B1.9

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.49%+8.3%+8.8%+19.3%+6.0%−17.8%25.5%$139B2.5

Rank among the three1st → 3rdFee, 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 · IEMG 2012

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

+14.8%Year to dateJan 1 → Nov 6+7.8%

+16.8%1 yearTotal return+11.9%

+22.0%3 years · per year$10,000 became $18,143 · $16,576+18.3%

+10.9%5 years · per year$10,000 became $16,809 · $14,818+8.2%

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

2.55%Trailing 12-mo yield$255 · $330 a year on $10k3.30%

−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

5.4%in top 5

EFA

in top 58.2%

ROAMStockEFA

not top 5ASML.AS2.5%

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%2222.SRnot top 5

Held in common0.0%

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

ROAM vs EFA Returns, Every Period

HartfordROAM

+10.9%

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

+14.8%

EFAiShares

+7.8%

+14.8%Year to date+7.8%

−12.0%Worst drop · 1Y−11.4%

18.5%Volatility · 1Y16.3%

2.5%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, IEMG

Today

0.09%lowest, IEMG

FundExpense ratioFee$10k

IEMG0.09%$9

EFA0.32%$32

ROAM0.44%$44

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

Yields: ROAM, EFA, IEMG

3.30%highest, EFA

FundTrailing yieldYield$10k

EFA3.30%$330

ROAM2.55%$255

IEMG2.49%$249

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

IEMG$249 − $9 = $240

ROAM$255 − $44 = $211

KeptFee

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

Overlap: ROAM, EFA, IEMG

Today

26.2%most shared, ROAM and IEMG

ROAMEFAIEMG

ROAM—0.0%26.2%

EFA0.0%—0.0%

IEMG26.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.8%ROAM, at 18.5% volatility

EFAWorst drop−11.4%16.3% vol

ROAMWorst drop−12.0%18.5% vol

IEMGWorst drop−17.8%25.5% vol

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

Paid More vs Made More

YTD

EFAROAM

+7.8%Year to date+14.8%

3.3%Yield2.5%

+11.9%Past year+16.8%

0.32%Fee0.44%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026