Compare · 3 funds side by side · dividends reinvested

ROAM, IVV and IEMG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

ROAM, IVV and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Emerging Markets ETFInternational · Emerging0.44%2.50%+17.1%+19.4%+22.1%+11.1%−12.0%18.6%$99M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.42%+11.4%+12.8%+19.8%+6.4%−17.8%25.7%$146B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ROAM 2015 · IVV 2000 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Emerging Markets ETF · $99M$16,963

ROAM

IVV

iShares Core S&P 500 ETF · $875B$17,545

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

ROAMMeasureIVV

+17.1%Year to dateJan 1 → Nov 9+11.3%

+19.4%1 yearTotal return+13.6%

+22.1%3 years · per year$10,000 became $18,216 · $18,159+22.0%

+11.1%5 years · per year$10,000 became $16,963 · $17,545+11.9%

0.44%Expense ratio$44 · $3 a year on $10k · lower is better0.03%

2.50%Trailing 12-mo yield$250 · $111 a year on $10k1.11%

−12.0%Worst dropSmaller is better−8.9%

18.6%VolatilityLower is calmer13.8%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROAM vs IVV: Top 5 Holdings

Today

ROAM

5.5%in top 5

IVV

in top 527.8%

ROAMStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.2%TECHM.BOnot top 5

1.2%TCS.BOnot top 5

1.1%INFYnot top 5

1.0%HCLTECH.not top 5

1.0%2222.SRnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

ROAM vs IVV Returns, Every Period

HartfordROAM

+11.1%

5 years, per year

IVViShares

+11.9%

5 years, per year

ROAMIVVFaded: behind in that period

3–1ROAM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ROAM vs IEMG

YTD

HartfordROAM

+17.1%

IEMGiShares

+11.4%

+17.1%Year to date+11.4%

−12.0%Worst drop · 1Y−17.8%

18.6%Volatility · 1Y25.7%

2.5%Yield2.4%

$99.4MAssets$146B

4–0ROAM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROAM, IVV, IEMG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IEMG0.09%$9

ROAM0.44%$44

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ROAM, IVV, IEMG

2.50%highest, ROAM

FundTrailing yieldYield$10k

ROAM2.50%$250

IEMG2.42%$242

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$233most kept, IEMG

IEMG$242 − $9 = $233

ROAM$250 − $44 = $206

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ROAM, IVV, IEMG

Today

26.1%most shared, ROAM and IEMG

ROAMIVVIEMG

ROAM—0.0%26.1%

IVV0.0%—0.0%

IEMG26.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%ROAM, at 18.6% volatility

IVVWorst drop−8.9%13.8% vol

ROAMWorst drop−12.0%18.6% vol

IEMGWorst drop−17.8%25.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ROAMIEMG

+17.1%Year to date+11.4%

2.5%Yield2.4%

+19.4%Past year+12.8%

0.44%Fee0.09%

3–1ROAM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026