ROAM vs EEM

AROAM

BEEM

Measures won6–0ROAM wins · of 6 · 5Y

$10,000 · 5Y$16,643ROAM · EEM $13,211

Lowest cost0.44%ROAM · $44 on $10k

Most income2.52%ROAM · $252 on $10k

Smallest drop−11.1%ROAM · worst fall in 1Y

Held in common28.9%ROAM and EEM

ROAM

EEM

Hartford Multifactor Emerging Markets ETF · $102MiShares MSCI Emerging Markets ETF · $28.3B

+22.9%3 years · per year$18,571 · $17,965+21.6%

+10.7%5 years · per year$16,643 · $13,211+5.7%

0.44%Expense ratio$44 · $72 on $10k · lower wins0.72%

2.52%12-mo yield$252 · $182 on $10k1.82%

−11.1%Worst dropSmaller wins−14.3%

18.1%VolatilityLower wins25.6%

6–0ROAM wins

$10,000 · 5 yearsOne scale

Shared top holdingsROAM · EEM

1.0%005930.KS7.0%

1.0%000660.KS5.2%

1.0%2454.TW1.5%

0.8%0939.HK1.0%

Held in common28.9%

End-of-day Nov 3, 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%	2.52%	−0.7%	+16.1%	+18.5%	+22.9%	+10.7%	−11.1%	$102M
2	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.82%	0.0%	+12.3%	+12.6%	+21.6%	+5.7%	−14.3%	$28.3B

End-of-day Nov 3, 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%	2.52%	−0.7%	+16.1%	+18.5%	+22.9%	+10.7%	−11.1%	$102M
2	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.82%	0.0%	+12.3%	+12.6%	+21.6%	+5.7%	−14.3%	$28.3B

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

Cards for this view

ROAM vs EEM

ROAM

Hartford Multifactor Emerging Markets

$16,644

EEM

iShares MSCI Emerging Markets

$13,211

MeasureROAMEEM

Fee0.44%0.72%

Cost on $10k a year$44$72

Yield2.52%1.82%

5 years, per year+10.7%+5.7%

3 years, per year+22.9%+21.6%

Worst drop · 1Y−11.1%−14.3%

Volatility · 1Y18.1%25.6%

6–0measures won
ROAM first

28.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ROAM, EEM

Today

28.9%most shared, ROAM and EEM

ROAMEEM

ROAM—28.9%

EEM28.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$208most kept, ROAM

ROAM$252 − $44 = $208

EEM$182 − $72 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee