Compare · 2 funds side by side · dividends reinvested

ROAM and IVV

ROAMHartford×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

ROAM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

Hartford Multifactor Emerging Markets ETFInternational · Emerging0.44%2.57%+13.7%+16.7%+22.0%+10.4%−12.0%18.5%$100M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: ROAM 2015 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Emerging Markets ETF · $100M$16,400

ROAM

IVV

iShares Core S&P 500 ETF · $887B$17,151

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

ROAMMeasureIVV

+13.7%Year to dateJan 1 → Nov 5+8.4%

+16.7%1 yearTotal return+9.7%

+22.0%3 years · per year$10,000 became $18,142 · $18,221+22.1%

+10.4%5 years · per year$10,000 became $16,400 · $17,151+11.4%

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

2.57%Trailing 12-mo yield$257 · $114 a year on $10k1.14%

−12.0%Worst dropSmaller is better−8.9%

18.5%VolatilityLower is calmer13.6%

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

3–5IVV wins

End-of-day Nov 5, 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

5.3%in top 5

IVV

in top 527.7%

ROAMStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

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 5, 2026 · share of each fund

ROAM vs IVV Returns, Every Period

HartfordROAM

+10.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

ROAMIVVFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Core: ROAM vs IVV

YTD

HartfordROAM

+13.7%

IVViShares

+8.4%

+13.7%Year to date+8.4%

−12.0%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y13.6%

2.6%Yield1.1%

$100MAssets$887B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROAM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ROAM0.44%$44

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ROAM, IVV

2.57%highest, ROAM

FundTrailing yieldYield$10k

ROAM2.57%$257

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$213most kept, ROAM

ROAM$257 − $44 = $213

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ROAM, IVV

Today

0.0%most shared, ROAM and IVV

ROAMIVV

ROAM—0.0%

IVV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.7%ROAM, at 18.5% volatility

IVVWorst drop−8.9%13.6% vol

ROAMWorst drop−12.0%18.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ROAMIVV

+13.7%Year to date+8.4%

2.6%Yield1.1%

+16.7%Past year+9.7%

0.44%Fee0.03%

3–1ROAM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026