ROAM vs ESGG
Comparison between HARTFORD MULTIFACTOR EMERGING MARKETS ETF (ROAM, ETF) and FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND (ESGG, ETF).
5-Year PerformanceESGG has outperformed ROAM, delivering a return of +12.3% compared to +11.4%
ROAM vs ESGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ROAM vs ESGG - Holdings Comparison
ROAM and ESGG have 1 common holdings. Overlap is 0.00%
ROAM's top 25 holdings weight is 28.85%. ESGG's top 25 holdings weight is 54.12%.
| Rank | ROAM | ESGG |
|---|---|---|
| #1 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 2.68% | APPLE INC (AAPL) - 5.38% |
| #2 | UNITED MICROELECTRONICS CORP (n/a) - 2.29% | JPMORGAN CHASE & CO (JPM) - 5.18% |
| #3 | SK HYNIX INC (n/a) - 1.77% | NVIDIA CORP (NVDA) - 5.02% |
| #4 | MPI CORP (n/a) - 1.45% | BROADCOM INC (AVGO) - 4.97% |
| #5 | MEDIATEK INC (n/a) - 1.39% | MICROSOFT CORP (MSFT) - 4.93% |
| #6 | ASPEED TECHNOLOGY INC (n/a) - 1.31% | MICRON TECHNOLOGY INC (MU) - 4.40% |
| #7 | YAGEO CORP (n/a) - 1.18% | ELI LILLY AND CO (LLY) - 3.64% |
| #8 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.17% | JOHNSON & JOHNSON (JNJ) - 3.30% |
| #9 | ELITE MATERIAL CO LTD (n/a) - 1.16% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.77% |
| #10 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.15% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.91% |
| #11 | DELTA ELECTRONICS INC (n/a) - 1.03% | ADVANCED MICRO DEVICES INC (AMD) - 1.59% |
| #12 | n/a (n/a) - 1.02% | WALMART INC (WMT) - 1.41% |
| #13 | n/a (TSM) - 0.99% | ASML HOLDING NV (n/a) - 1.35% |
| #14 | n/a (n/a) - 0.94% | WELLS FARGO & CO (WFC) - 1.26% |
| #15 | CHROMA ATE INC (n/a) - 0.92% | MERCK & CO INC (MRK) - 1.15% |
| #16 | REALTEK SEMICONDUCTOR CORP (n/a) - 0.92% | COSTCO WHOLESALE CORP (COST) - 1.14% |
| #17 | SAUDI ARABIAN OIL CO (n/a) - 0.90% | COCA-COLA CO (KO) - 0.91% |
| #18 | SAMSUNG SDS CO LTD (n/a) - 0.89% | INTEL CORP (INTC) - 0.89% |
| #19 | n/a (n/a) - 0.88% | CITIGROUP INC (C) - 0.86% |
| #20 | n/a (n/a) - 0.84% | GE VERNOVA INC (GEV) - 0.78% |
| #21 | INNOLUX CORP (n/a) - 0.83% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.26% |
| #22 | LATAM AIRLINES GROUP SA ADR (LTM) - 0.81% | CINTAS CORP (CTAS) - 0.26% |
| #23 | n/a (n/a) - 0.79% | NTT INC (n/a) - 0.26% |
| #24 | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 0.77% | CORNING INC (GLW) - 0.25% |
| #25 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.77% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.25% |
| Total Holdings | 348 | 659 |
ROAM vs ESGG - Historical Returns
Returns include dividend reinvestment.
ROAM vs ESGG - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ROAM | ESGG |
|---|---|---|
| 2026 | +17.28% | +13.54% |
| 2025 | +31.82% | +24.13% |
| 2024 | +7.78% | +15.55% |
| 2023 | +21.07% | +25.35% |
| 2022 | -15.06% | -19.27% |
| 2021 | +8.47% | +24.58% |
| 2020 | +0.73% | +16.18% |
| 2019 | +8.41% | +29.68% |
| 2018 | -13.41% | -8.88% |
| 2017 | +26.82% | +23.89% |
| 2016 | +12.70% | +4.49% |
| 2015 | -22.96% | N/A |
ROAM vs ESGG Drawdown Comparison
The maximum drawdown for ROAM was -45.45%, occurring on Mar 23, 2020. Recovery took 841 trading sessions.
The maximum drawdown for ESGG was -32.30%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current ROAM drawdown is -7.82%. The current ESGG drawdown is -1.10%.
| Rank | ROAM | ESGG |
|---|---|---|
| #1 | -45.45% Jan 26, 2018 - Jun 1, 2021 | -32.30% Feb 12, 2020 - Aug 12, 2020 |
| #2 | -32.45% Apr 27, 2015 - Sep 11, 2017 | -27.57% Jan 4, 2022 - Dec 19, 2023 |
| #3 | -27.08% Sep 3, 2021 - Feb 6, 2024 | -19.57% Jan 26, 2018 - Jun 20, 2019 |
| #4 | -16.80% Sep 26, 2024 - May 19, 2025 | -16.71% Feb 18, 2025 - May 19, 2025 |
| #5 | -9.92% Feb 25, 2026 - Apr 16, 2026 | -9.23% Sep 2, 2020 - Nov 11, 2020 |
| #6 | -9.59% Jun 22, 2026 - Jul 20, 2026 | -9.16% Feb 9, 2026 - Apr 16, 2026 |
| #7 | -8.66% Jul 12, 2024 - Sep 24, 2024 | -8.39% Jul 16, 2024 - Aug 30, 2024 |
| #8 | -7.27% Feb 27, 2015 - Apr 6, 2015 | -5.89% Jul 15, 2019 - Sep 12, 2019 |
| #9 | -7.04% Jun 2, 2026 - Jun 22, 2026 | -5.37% Sep 7, 2021 - Oct 26, 2021 |
| #10 | -5.76% Jun 28, 2021 - Sep 1, 2021 | -5.07% Mar 28, 2024 - May 15, 2024 |
| #11 | -4.44% May 8, 2026 - May 26, 2026 | -4.75% Jun 2, 2026 - Jun 10, 2026 |
| #12 | -4.32% Mar 12, 2024 - May 3, 2024 | -4.64% Nov 8, 2021 - Dec 27, 2021 |
| #13 | -3.98% Oct 13, 2017 - Dec 18, 2017 | -4.60% Nov 12, 2025 - Dec 10, 2025 |
| #14 | -3.46% Nov 12, 2025 - Dec 26, 2025 | -4.27% Feb 16, 2021 - Mar 17, 2021 |
| #15 | -3.18% May 17, 2024 - Jul 3, 2024 | -4.27% Dec 6, 2024 - Jan 24, 2025 |
Correlation
Correlation between ROAM and ESGG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2015 - 2026)
ROAM vs ESGG dividend yield comparison.
| Year | ROAM | ESGG |
|---|---|---|
| 2026 | 0.97% | 0.71% |
| 2025 | 3.17% | 1.39% |
| 2024 | 4.15% | 1.84% |
| 2023 | 5.40% | 1.73% |
| 2022 | 5.23% | 1.83% |
| 2021 | 4.22% | 1.34% |
| 2020 | 3.04% | 1.36% |
| 2019 | 3.55% | 1.94% |
| 2018 | 2.54% | 2.12% |
| 2017 | 1.84% | 1.71% |
| 2016 | 1.89% | 0.87% |
| 2015 | 2.25% | 0.00% |
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