Compare · 3 funds side by side · dividends reinvested

ROAM, SCHD and IEFA

ROAMHartford×SCHDSchwab×IEFAiShares×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $7,712 · 2022ROAM$16,809SCHD$16,267IEFA$14,591Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,809ROAM · best of the three
02 / 04

ROAM, SCHD and IEFA, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4
Hartford Multifactor Emerging Markets ETFInternational · Emerging0.44%2.55%+14.8%+16.8%+22.0%+10.9%−12.0%18.5%$101M2.3
iShares Core MSCI EAFE ETFInternational · Developed0.07%3.47%+7.7%+11.9%+18.5%+7.8%−11.5%16.2%$187B2.4
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 · SCHD 2011 · IEFA 2012
@TheETFTracker·theetftracker.com

Head to Head

5Y
Hartford Multifactor Emerging Markets ETF · $101M$16,809
ROAM
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

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

ROAMMeasureSCHD
+14.8%Year to dateJan 1 → Nov 6+31.4%
+16.8%1 yearTotal return+37.0%
+22.0%3 years · per year$10,000 became $18,143 · $17,266+20.0%
+10.9%5 years · per year$10,000 became $16,809 · $16,267+10.2%
0.44%Expense ratio$44 · $6 a year on $10k · lower is better0.06%
2.55%Trailing 12-mo yield$255 · $300 a year on $10k3.00%
−12.0%Worst dropSmaller is better−6.9%
18.5%VolatilityLower is calmer11.7%
ROAMSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

ROAM vs SCHD: Top 5 Holdings

Today
5.4%in top 5
in top 521.4%
ROAMStockSCHD
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
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
@TheETFTracker·theetftracker.com

ROAM vs SCHD Returns, Every Period

5Y
HartfordROAM
+10.9%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+14.8%+31.4%YTD+16.8%+37.0%1 year+22.0%+20.0%3 yrs · yr+10.9%+10.2%5 yrs · yr
ROAMSCHDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

ROAM vs IEFA

YTD
HartfordROAM
+14.8%
IEFAiShares
+7.7%
Jan 1Nov 6+14.8%+7.7%
+14.8%Year to date+7.7%
−12.0%Worst drop · 1Y−11.5%
18.5%Volatility · 1Y16.2%
2.5%Yield3.5%
$101MAssets$187B
3–1IEFA wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: ROAM, SCHD, IEFA

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
IEFA0.07%$7
ROAM0.44%$44
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: ROAM, SCHD, IEFA

1Y
3.47%highest, IEFA
FundTrailing yieldYield$10k
IEFA3.47%$347
SCHD3.00%$300
ROAM2.55%$255
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$340most kept, IEFA
IEFA$347 − $7 = $340
SCHD$300 − $6 = $294
ROAM$255 − $44 = $211
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: ROAM, SCHD, IEFA

Today
0.0%most shared, ROAM and SCHD
ROAMSCHDIEFA
ROAM—0.0%0.0%
SCHD0.0%—0.0%
IEFA0.0%0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +37.0%ROAM +16.8%IEFA +11.9%
SCHDWorst drop−6.9%11.7% vol
IEFAWorst drop−11.5%16.2% vol
ROAMWorst drop−12.0%18.5% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+7.7%+31.4%
+7.7%Year to date+31.4%
3.5%Yield3.0%
+11.9%Past year+37.0%
0.07%Fee0.06%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VEA vs IEFA

YTD
VanguardVEA
+9.7%
IEFAiShares
+7.7%
Jan 1Nov 6+9.7%+7.7%
+9.7%Year to date+7.7%
2.5%Yield3.5%
$232BAssets$187B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com