ROAM vs AVEM

AROAM

BAVEM

Measures won4–2ROAM wins · of 6 · 5Y

$10,000 · 5Y$16,400ROAM · AVEM $14,511

Lowest cost0.33%AVEM · $33 on $10k

Most income2.93%AVEM · $293 on $10k

Smallest drop−12.0%ROAM · worst fall in 1Y

Held in common28.7%ROAM and AVEM

ROAM

AVEM

Hartford Multifactor Emerging Markets ETF · $100MAvantis Emerging Markets Equity ETF · $26.8B

+22.0%3 years · per year$18,142 · $17,565+20.7%

+10.4%5 years · per year$16,400 · $14,511+7.7%

0.44%Expense ratio$44 · $33 on $10k · lower wins0.33%

2.57%12-mo yield$257 · $293 on $10k2.93%

−12.0%Worst dropSmaller wins−17.7%

18.5%VolatilityLower wins25.4%

4–2ROAM wins

$10,000 · 5 yearsOne scale

Shared top holdingsROAM · AVEM

1.0%TSM6.3%

0.9%000660.KS4.9%

0.9%2454.TW0.9%

0.8%0939.HK1.1%

Held in common28.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk		0.44%	2.57%	−3.7%	+13.7%	+16.7%	+22.0%	+10.4%	−12.0%	$100M
2	BAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.93%	−5.5%	+7.7%	+10.0%	+20.7%	+7.7%	−17.7%	$26.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk		0.44%	2.57%	−3.7%	+13.7%	+16.7%	+22.0%	+10.4%	−12.0%	$100M
2	BAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.93%	−5.5%	+7.7%	+10.0%	+20.7%	+7.7%	−17.7%	$26.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROAM vs AVEM

ROAM

Hartford Multifactor Emerging Markets

$16,400

AVEM

Avantis Emerging Markets Equity

$14,511

MeasureROAMAVEM

Fee0.44%0.33%

Cost on $10k a year$44$33

Yield2.57%2.93%

5 years, per year+10.4%+7.7%

3 years, per year+22.0%+20.7%

Worst drop · 1Y−12.0%−17.7%

Volatility · 1Y18.5%25.4%

4–2measures won
ROAM first

28.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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

Overlap: ROAM, AVEM

Today

28.7%most shared, ROAM and AVEM

ROAMAVEM

ROAM—28.7%

AVEM28.7%—

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

Income After Fees on $10,000

$260most kept, AVEM

AVEM$293 − $33 = $260

ROAM$257 − $44 = $213

KeptFee

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