Compare · 3 funds side by side · dividends reinvested

ROAM, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeROAM · 2.51% · $251 a year on $10k

Story of the three · RiskSmallest drop

ROAM, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B2.1

Hartford Multifactor Emerging Markets ETFInternational · Emerging0.44%2.51%+16.4%+19.0%+21.3%+11.2%−12.0%18.6%$99M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: ROAM 2015 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hartford Multifactor Emerging Markets ETF · $99M$17,028

ROAM

IVV

iShares Core S&P 500 ETF · $875B$17,414

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

ROAM

More Ways to See the Pairs

ROAM vs IVV: Top 5 Holdings

Today

ROAM

5.4%in top 5

IVV

in top 527.3%

ROAMStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: ROAM, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

ROAM0.44%$44

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

Yields: ROAM, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

IVV

+16.4%Year to dateJan 1 → Nov 10+10.9%

+19.0%1 yearTotal return+13.0%

+21.3%3 years · per year$10,000 became $17,833 · $17,934+21.5%

+11.2%5 years · per year$10,000 became $17,028 · $17,414+11.7%

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

2.51%Trailing 12-mo yield$251 · $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

3–5IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

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%2222.SRnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

ROAM vs IVV Returns, Every Period

5Y

HartfordROAM

+11.2%

5 years, per year

IVViShares

+11.7%

5 years, per year

ROAMIVVFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Core: ROAM vs IVV

YTD

HartfordROAM

+16.4%

IVViShares

+10.9%

+16.4%Year to date+10.9%

−12.0%Worst drop · 1Y−8.9%

18.6%Volatility · 1Y13.8%

2.5%Yield1.1%

$99.4MAssets$875B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.51%highest, ROAM

FundTrailing yieldYield$10k

ROAM2.51%$251

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$207most kept, ROAM

ROAM$251 − $44 = $207

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ROAM, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ROAMSPYMIVV

ROAM—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.0%ROAM, at 18.6% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

ROAMWorst drop−12.0%18.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

ROAMSPYM

+16.4%Year to date+10.9%

2.5%Yield1.0%

+19.0%Past year+13.1%

0.44%Fee0.02%

3–1ROAM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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ROAM, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three