ROAM vs EMXC

AROAM

BEMXC

Measures won4–2ROAM wins · of 6 · 5Y

$10,000 · 5Y$17,016ROAM · EMXC $16,465

Lowest cost0.25%EMXC · $25 on $10k

Most income2.48%ROAM · $248 on $10k

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

Held in common25.5%ROAM and EMXC

ROAM

EMXC

Hartford Multifactor Emerging Markets ETF · $102MiShares MSCI Emerging Markets ex China ETF · $25.5B

+23.2%3 years · per year$18,698 · $19,973+25.9%

+11.2%5 years · per year$17,016 · $16,465+10.5%

0.44%Expense ratio$44 · $25 on $10k · lower wins0.25%

2.48%12-mo yield$248 · $214 on $10k2.14%

−11.1%Worst dropSmaller wins−18.4%

18.2%VolatilityLower wins29.5%

4–2ROAM wins

$10,000 · 5 yearsOne scale

Shared top holdingsROAM · EMXC

1.0%005930.KS8.6%

0.9%000660.KS6.5%

0.9%2454.TW1.8%

0.6%402340.KS0.7%

Held in common25.5%

End-of-day Nov 4, 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%	2.48%	+1.6%	+18.0%	+19.6%	+23.2%	+11.2%	−11.1%	$102M
2	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.14%	0.0%	+24.2%	+26.0%	+25.9%	+10.5%	−18.4%	$25.5B

End-of-day Nov 4, 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%	2.48%	+1.6%	+18.0%	+19.6%	+23.2%	+11.2%	−11.1%	$102M
2	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.14%	0.0%	+24.2%	+26.0%	+25.9%	+10.5%	−18.4%	$25.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROAM vs EMXC

ROAM

Hartford Multifactor Emerging Markets

$17,017

EMXC

iShares MSCI Emerging Markets ex China

$16,465

MeasureROAMEMXC

Fee0.44%0.25%

Cost on $10k a year$44$25

Yield2.48%2.14%

5 years, per year+11.2%+10.5%

3 years, per year+23.2%+25.9%

Worst drop · 1Y−11.1%−18.4%

Volatility · 1Y18.2%29.5%

4–2measures won
ROAM first

25.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ROAM, EMXC

Today

25.5%most shared, ROAM and EMXC

ROAMEMXC

ROAM—25.5%

EMXC25.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$204most kept, ROAM

ROAM$248 − $44 = $204

EMXC$214 − $25 = $189

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee