FXA vs ROAM

Comparison between Invesco CurrencyShares Australian Dollar Trust (FXA, ETF) and HARTFORD MULTIFACTOR EMERGING MARKETS ETF (ROAM, ETF).

5-Year PerformanceROAM has outperformed FXA, delivering a return of +11.1% compared to -1.1%

FXA vs ROAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXA(ETF)	ROAM(ETF)
Net Assets	$106M	$106M
Expense Ratio	0.40%	0.44%
Max Drawdown	47.90%	48.65%
Sharpe Ratio	0.72	2.10
5Y Beta	0.25	0.66
5Y Dividends CAGR	N/A	18.98%

Net Assets

Winner

FXA

$106M

ROAM

$106M

Expense Ratio

Winner

FXA

0.40%

ROAM

0.44%

Max Drawdown

Winner

FXA

47.90%

ROAM

48.65%

Sharpe Ratio

FXA

0.72

Winner

ROAM

2.10

5Y Beta

Winner

FXA

0.25

ROAM

0.66

5Y Dividends CAGR

FXA

N/A

ROAM

18.98%

FXA vs ROAM - Historical Returns

Returns include dividend reinvestment.

Period	FXA	ROAM
1 month	-1.79%	+0.69%
3 months	+0.70%	+12.25%
6 months	+6.63%	+21.40%
1 year	+9.30%	+41.85%
5 years(CAGR)	-1.11%	+11.08%
10 years(CAGR)	+0.16%	+9.20%
Max(CAGR)	+1.74%	+6.39%

FXA

-1.79%

Winner

ROAM

+0.69%

FXA

+0.70%

Winner

ROAM

+12.25%

FXA

+6.63%

Winner

ROAM

+21.40%

FXA

+9.30%

Winner

ROAM

+41.85%

5Y(CAGR)

FXA

-1.11%

Winner

ROAM

+11.08%

10Y(CAGR)

FXA

+0.16%

Winner

ROAM

+9.20%

Max(CAGR)

FXA

+1.74%

Winner

ROAM

+6.39%

FXA vs ROAM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FXA	ROAM
2026	+5.65%	+18.34%
2025	+8.81%	+31.82%
2024	-6.94%	+7.78%
2023	+2.43%	+21.07%
2022	-5.42%	-15.06%
2021	-5.63%	+8.47%
2020	+10.01%	+0.73%
2019	+0.73%	+8.41%
2018	-9.19%	-13.41%
2017	+8.86%	+26.82%
2016	+1.31%	+12.70%
2015	-8.71%	-22.96%
2014	-6.72%	N/A
2013	-13.31%	N/A
2012	+3.23%	N/A
2011	+4.61%	N/A
2010	+16.03%	N/A
2009	+29.45%	N/A
2008	-14.79%	N/A
2007	+16.79%	N/A
2006	+10.78%	N/A

FXA vs ROAM Drawdown Comparison

The maximum drawdown for FXA was -40.97%, occurring on Mar 19, 2020. This drawdown has not yet recovered.

The maximum drawdown for ROAM was -45.45%, occurring on Mar 23, 2020. Recovery took 841 trading sessions.

The current FXA drawdown is -25.31%. The current ROAM drawdown is -6.79%.

Rank	FXA	ROAM
#1	-40.97% Apr 11, 2013 - Mar 19, 2020	-45.45% Jan 26, 2018 - Jun 1, 2021
#2	-37.26% Jul 15, 2008 - Nov 16, 2009	-32.45% Apr 27, 2015 - Sep 11, 2017
#3	-12.87% Apr 14, 2010 - Sep 9, 2010	-27.08% Sep 3, 2021 - Feb 6, 2024
#4	-12.72% Jul 27, 2011 - Feb 7, 2012	-16.80% Sep 26, 2024 - May 19, 2025
#5	-10.37% Jul 25, 2007 - Sep 26, 2007	-9.92% Feb 25, 2026 - Apr 16, 2026
#6	-9.47% Mar 1, 2012 - Dec 14, 2012	-8.66% Jul 12, 2024 - Sep 24, 2024
#7	-7.46% Nov 7, 2007 - Feb 19, 2008	-7.27% Feb 27, 2015 - Apr 6, 2015
#8	-7.22% Nov 16, 2009 - Apr 6, 2010	-6.79% Jun 2, 2026 - Jun 5, 2026
#9	-5.41% Nov 4, 2010 - Dec 29, 2010	-5.76% Jun 28, 2021 - Sep 1, 2021
#10	-5.24% Feb 28, 2008 - Apr 22, 2008	-4.44% May 8, 2026 - May 26, 2026
#11	-4.20% Apr 29, 2011 - Jul 26, 2011	-4.32% Mar 12, 2024 - May 3, 2024
#12	-3.50% Jan 10, 2013 - Apr 10, 2013	-3.98% Oct 13, 2017 - Dec 18, 2017
#13	-3.47% Feb 28, 2011 - Mar 24, 2011	-3.46% Nov 12, 2025 - Dec 26, 2025
#14	-3.37% Dec 31, 2010 - Feb 25, 2011	-3.18% May 17, 2024 - Jul 3, 2024
#15	-3.30% Sep 5, 2006 - Oct 27, 2006	-3.11% Oct 6, 2025 - Oct 16, 2025

Correlation

Correlation between FXA and ROAM is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.06

-101

Dividend Comparison (2006 - 2026)

FXA vs ROAM dividend yield comparison.

Year	FXA	ROAM
2026	0.48%	0.00%
2025	1.16%	3.17%
2024	1.66%	4.15%
2023	0.98%	5.40%
2022	0.05%	5.23%
2021	0.00%	4.22%
2020	0.03%	3.04%
2019	0.53%	3.55%
2018	1.04%	2.54%
2017	0.83%	1.84%
2016	1.01%	1.89%
2015	1.52%	2.25%
2014	2.01%	0.00%
2013	2.14%	0.00%
2012	3.10%	0.00%
2011	4.01%	0.00%
2010	3.02%	0.00%
2009	2.07%	0.00%
2008	7.17%	0.00%
2007	5.18%	0.00%
2006	2.23%	0.00%