ROAM vs EFA

AROAM

BEFA

Measures won2–4EFA wins · of 6 · 5Y

$10,000 · 5Y$16,809ROAM · EFA $14,818

Lowest cost0.32%EFA · $32 on $10k

Most income3.28%EFA · $328 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common0.0%ROAM and EFA

ROAM

EFA

Hartford Multifactor Emerging Markets ETF · $101MiShares MSCI EAFE ETF · $76.1B

+22.0%3 years · per year$18,142 · $16,864+19.0%

+10.4%5 years · per year$16,400 · $14,850+8.2%

0.44%Expense ratio$44 · $32 on $10k · lower wins0.32%

2.57%12-mo yield$257 · $328 on $10k3.28%

−12.0%Worst dropSmaller wins−11.4%

18.5%VolatilityLower wins16.3%

2–4EFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsROAM · EFA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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%	$101M
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

End-of-day Nov 6, 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%	$101M
2	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROAM vs EFA

ROAM

Hartford Multifactor Emerging Markets

$16,400

EFA

iShares MSCI EAFE

$14,850

MeasureROAMEFA

Fee0.44%0.32%

Cost on $10k a year$44$32

Yield2.57%3.28%

5 years, per year+10.4%+8.2%

3 years, per year+22.0%+19.0%

Worst drop · 1Y−12.0%−11.4%

Volatility · 1Y18.5%16.3%

4–2measures won
EFA first

0.0%

holdings shared

Nov 6, 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ROAM, EFA

Today

0.0%most shared, ROAM and EFA

ROAMEFA

ROAM—0.0%

EFA0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

ROAM$257 − $44 = $213

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee