ROAM vs JHDG
Comparison between HARTFORD MULTIFACTOR EMERGING MARKETS ETF (ROAM, ETF) and JOHN HANCOCK HEDGED EQUITY ETF (JHDG, ETF).
5-Year PerformanceROAM has outperformed JHDG, delivering a return of +13.0% compared to +1.4%
ROAM vs JHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROAM
$106M
Winner
JHDG
$107M
Expense Ratio
Winner
ROAM
0.44%
JHDG
0.49%
Max Drawdown
ROAM
48.65%
Winner
JHDG
26.51%
Sharpe Ratio
Winner
ROAM
1.64
JHDG
-0.15
5Y Beta
Winner
ROAM
0.70
JHDG
0.75
P/E Ratio
ROAM
N/A
JHDG
24.53
Forward P/E
ROAM
N/A
JHDG
20.16
PEG Ratio
ROAM
N/A
JHDG
0.10
5Y Dividends CAGR
ROAM
4.48%
JHDG
N/A
5Y EPS CAGR
ROAM
N/A
JHDG
30.60%
Debt to Equity
ROAM
N/A
JHDG
16.79%
P/S Ratio
ROAM
N/A
JHDG
2.87
P/B Ratio
ROAM
N/A
JHDG
4.92
ROAM vs JHDG - Holdings Comparison
ROAM and JHDG have 1 common holdings. Overlap is -0.17%
ROAM's top 25 holdings weight is 25.81%. JHDG's top 25 holdings weight is 75.03%.
| Rank | ROAM | JHDG |
|---|---|---|
| #1 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 2.47% | MICROSOFT CORP (MSFT) - 8.21% |
| #2 | UNITED MICROELECTRONICS CORP (n/a) - 1.67% | ALPHABET INC CLASS A (GOOGL) - 7.13% |
| #3 | ASPEED TECHNOLOGY INC (n/a) - 1.52% | AMAZON.COM INC (AMZN) - 6.55% |
| #4 | MEDIATEK INC (n/a) - 1.47% | NVIDIA CORP (NVDA) - 5.68% |
| #5 | SK HYNIX INC (n/a) - 1.25% | BROADCOM INC (AVGO) - 4.72% |
| #6 | ELITE MATERIAL CO LTD (n/a) - 1.24% | JPMORGAN CHASE & CO (JPM) - 4.24% |
| #7 | MPI CORP (n/a) - 1.24% | COSTCO WHOLESALE CORP (COST) - 3.66% |
| #8 | SAMSUNG SDS CO LTD (n/a) - 1.10% | ELI LILLY AND CO (LLY) - 3.24% |
| #9 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.08% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.90% |
| #10 | n/a (TSM) - 1.04% | ADVANCED MICRO DEVICES INC (AMD) - 2.58% |
| #11 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.04% | WALMART INC (WMT) - 2.44% |
| #12 | n/a (n/a) - 1.01% | PALO ALTO NETWORKS INC (PANW) - 2.11% |
| #13 | CHROMA ATE INC (n/a) - 0.99% | BURLINGTON STORES INC (BURL) - 2.02% |
| #14 | REALTEK SEMICONDUCTOR CORP (n/a) - 0.93% | FREEPORT-MCMORAN INC (FCX) - 1.91% |
| #15 | n/a (n/a) - 0.92% | EQT CORP (EQT) - 1.86% |
| #16 | DELTA ELECTRONICS INC (n/a) - 0.91% | MICRON TECHNOLOGY INC (MU) - 1.81% |
| #17 | YAGEO CORP (n/a) - 0.90% | VALERO ENERGY CORP (VLO) - 1.75% |
| #18 | SAUDI ARABIAN OIL CO (n/a) - 0.88% | SHARKNINJA INC (SN) - 1.65% |
| #19 | HCL TECHNOLOGIES LTD (n/a) - 0.87% | MEDTRONIC PLC (MDT) - 1.60% |
| #20 | GRUPO CIBEST SA PREF PREFERENCE (n/a) - 0.84% | AMETEK INC (AME) - 1.60% |
| #21 | WEICHAI POWER CO LTD CLASS H (n/a) - 0.50% | ARISTA NETWORKS INC (ANET) - 1.57% |
| #22 | KIA CORP (n/a) - 0.49% | SCHNEIDER ELECTRIC SE ADR (SBGSY) - 1.54% |
| #23 | n/a (n/a) - 0.49% | APPLIED MATERIALS INC (AMAT) - 1.43% |
| #24 | FIRSTRAND LTD (n/a) - 0.48% | GUARDANT HEALTH INC (GH) - 1.43% |
| #25 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.48% | LINDE PLC (LIN) - 1.40% |
| Total Holdings | 308 | 120 |
ROAM vs JHDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ROAM
+4.42%
JHDG
+3.09%
3M
ROAM
+3.99%
Winner
JHDG
+4.08%
6M
ROAM
+9.29%
JHDG
N/A
1Y
ROAM
+37.11%
JHDG
N/A
5Y(CAGR)
Winner
ROAM
+13.03%
JHDG
+1.37%
10Y(CAGR)
Winner
ROAM
+8.78%
JHDG
+3.30%
Max(CAGR)
Winner
ROAM
+6.59%
JHDG
+1.41%
ROAM vs JHDG - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ROAM | JHDG |
|---|---|---|
| 2026 | +22.46% | +10.14% |
| 2025 | +31.82% | N/A |
| 2024 | +7.78% | N/A |
| 2023 | +21.07% | N/A |
| 2022 | -15.06% | N/A |
| 2021 | +8.47% | N/A |
| 2020 | +0.73% | N/A |
| 2019 | +8.41% | +7.48% |
| 2018 | -13.41% | -16.99% |
| 2017 | +26.82% | +20.12% |
| 2016 | +12.70% | +3.60% |
| 2015 | -22.96% | -3.73% |
ROAM vs JHDG Drawdown Comparison
The maximum drawdown for ROAM was -45.45%, occurring on Mar 23, 2020. Recovery took 841 trading sessions.
The maximum drawdown for JHDG was -25.13%, occurring on Jun 27, 2016. Recovery took 457 trading sessions.
The current ROAM drawdown is -3.75%. The current JHDG drawdown is -5.76%.
| Rank | ROAM | JHDG |
|---|---|---|
| #1 | -45.45% Jan 26, 2018 - Jun 1, 2021 | -25.13% Aug 10, 2015 - Jun 2, 2017 |
| #2 | -32.45% Apr 27, 2015 - Sep 11, 2017 | -23.51% Jan 17, 2018 - Dec 24, 2018 |
| #3 | -27.08% Sep 3, 2021 - Feb 6, 2024 | -8.30% Jun 23, 2015 - Aug 10, 2015 |
| #4 | -16.80% Sep 26, 2024 - May 19, 2025 | -3.72% Nov 8, 2017 - Jan 4, 2018 |
| #5 | -11.14% Jun 22, 2026 - Jul 29, 2026 | -3.36% Apr 22, 2015 - May 18, 2015 |
| #6 | -9.92% Feb 25, 2026 - Apr 16, 2026 | -3.19% Aug 8, 2017 - Sep 12, 2017 |
| #7 | -8.66% Jul 12, 2024 - Sep 24, 2024 | -2.68% May 27, 2015 - Jun 23, 2015 |
| #8 | -7.27% Feb 27, 2015 - Apr 6, 2015 | -2.02% Jun 2, 2017 - Jun 27, 2017 |
| #9 | -7.04% Jun 2, 2026 - Jun 22, 2026 | -1.40% Apr 9, 2015 - Apr 21, 2015 |
| #10 | -5.76% Jun 28, 2021 - Sep 1, 2021 | -1.01% Oct 24, 2017 - Oct 31, 2017 |
| #11 | -4.44% May 8, 2026 - May 26, 2026 | -0.97% Jun 27, 2017 - Jul 3, 2017 |
| #12 | -4.32% Mar 12, 2024 - May 3, 2024 | -0.90% Jan 8, 2018 - Jan 17, 2018 |
| #13 | -3.98% Oct 13, 2017 - Dec 18, 2017 | -0.83% Jul 20, 2017 - Aug 1, 2017 |
| #14 | -3.46% Nov 12, 2025 - Dec 26, 2025 | -0.81% Jul 3, 2017 - Jul 12, 2017 |
| #15 | -3.18% May 17, 2024 - Jul 3, 2024 | -0.76% Jul 13, 2017 - Jul 20, 2017 |
Correlation
Correlation between ROAM and JHDG is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2015 - 2026)
ROAM vs JHDG dividend yield comparison.
| Year | ROAM | JHDG |
|---|---|---|
| 2026 | 0.93% | 0.10% |
| 2025 | 3.17% | 0.00% |
| 2024 | 4.15% | 0.00% |
| 2023 | 5.40% | 0.00% |
| 2022 | 5.23% | 0.00% |
| 2021 | 4.22% | 0.00% |
| 2020 | 3.04% | 0.00% |
| 2019 | 3.55% | 0.00% |
| 2018 | 2.54% | 1.45% |
| 2017 | 1.84% | 2.18% |
| 2016 | 1.89% | 2.07% |
| 2015 | 2.25% | 0.97% |
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