ROAM vs PIFI

Comparison between HARTFORD MULTIFACTOR EMERGING MARKETS ETF (ROAM, ETF) and CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF (PIFI, ETF).

5-Year PerformanceROAM has outperformed PIFI, delivering a return of +11.1% compared to +1.0%

ROAM vs PIFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROAM(ETF)	PIFI(ETF)
Net Assets	$106M	$106M
Expense Ratio	0.44%	0.45%
Max Drawdown	48.65%	11.71%
Sharpe Ratio	2.10	-0.24
5Y Beta	0.66	0.00
5Y Dividends CAGR	18.98%	190.01%

Net Assets

ROAM

$106M

PIFI

$106M

Expense Ratio

Winner

ROAM

0.44%

PIFI

0.45%

Max Drawdown

ROAM

48.65%

Winner

PIFI

11.71%

Sharpe Ratio

Winner

ROAM

2.10

PIFI

-0.24

5Y Beta

ROAM

0.66

Winner

PIFI

0.00

5Y Dividends CAGR

ROAM

18.98%

Winner

PIFI

190.01%

ROAM vs PIFI - Historical Returns

Returns include dividend reinvestment.

Period	ROAM	PIFI
1 month	+0.69%	-0.20%
3 months	+12.25%	-0.88%
6 months	+21.40%	+0.03%
1 year	+41.85%	+3.23%
5 years(CAGR)	+11.08%	+1.00%
10 years(CAGR)	+9.20%	N/A
Max(CAGR)	+6.39%	+0.74%

Winner

ROAM

+0.69%

PIFI

-0.20%

Winner

ROAM

+12.25%

PIFI

-0.88%

Winner

ROAM

+21.40%

PIFI

+0.03%

Winner

ROAM

+41.85%

PIFI

+3.23%

5Y(CAGR)

Winner

ROAM

+11.08%

PIFI

+1.00%

10Y(CAGR)

ROAM

+9.20%

PIFI

N/A

Max(CAGR)

Winner

ROAM

+6.39%

PIFI

+0.74%

ROAM vs PIFI - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	ROAM	PIFI
2026	+18.34%	-0.18%
2025	+31.82%	+6.32%
2024	+7.78%	+2.71%
2023	+21.07%	+4.39%
2022	-15.06%	-6.88%
2021	+8.47%	-1.29%
2020	+0.73%	+0.10%
2019	+8.41%	N/A
2018	-13.41%	N/A
2017	+26.82%	N/A
2016	+12.70%	N/A
2015	-22.96%	N/A

ROAM vs PIFI Drawdown Comparison

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

The maximum drawdown for PIFI was -10.59%, occurring on Oct 20, 2022. Recovery took 927 trading sessions.

The current ROAM drawdown is -6.79%. The current PIFI drawdown is -1.53%.

Rank	ROAM	PIFI
#1	-45.45% Jan 26, 2018 - Jun 1, 2021	-10.59% Dec 31, 2020 - Sep 10, 2024
#2	-32.45% Apr 27, 2015 - Sep 11, 2017	-2.71% Sep 16, 2024 - Mar 31, 2025
#3	-27.08% Sep 3, 2021 - Feb 6, 2024	-1.93% Feb 27, 2026 - May 19, 2026
#4	-16.80% Sep 26, 2024 - May 19, 2025	-1.51% Apr 4, 2025 - Apr 29, 2025
#5	-9.92% Feb 25, 2026 - Apr 16, 2026	-1.24% Apr 30, 2025 - Jun 23, 2025
#6	-8.66% Jul 12, 2024 - Sep 24, 2024	-0.76% Jun 30, 2025 - Aug 1, 2025
#7	-7.27% Feb 27, 2015 - Apr 6, 2015	-0.67% Oct 22, 2025 - Nov 24, 2025
#8	-6.79% Jun 2, 2026 - Jun 5, 2026	-0.58% Nov 26, 2025 - Dec 29, 2025
#9	-5.76% Jun 28, 2021 - Sep 1, 2021	-0.54% Sep 16, 2025 - Oct 10, 2025
#10	-4.44% May 8, 2026 - May 26, 2026	-0.44% Jan 7, 2026 - Feb 5, 2026
#11	-4.32% Mar 12, 2024 - May 3, 2024	-0.41% Oct 2, 2020 - Dec 28, 2020
#12	-3.98% Oct 13, 2017 - Dec 18, 2017	-0.30% Aug 13, 2025 - Aug 22, 2025
#13	-3.46% Nov 12, 2025 - Dec 26, 2025	-0.23% Sep 10, 2024 - Sep 13, 2024
#14	-3.18% May 17, 2024 - Jul 3, 2024	-0.21% Aug 4, 2025 - Aug 13, 2025
#15	-3.11% Oct 6, 2025 - Oct 16, 2025	-0.19% Aug 29, 2025 - Sep 3, 2025

Correlation

Correlation between ROAM and PIFI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2015 - 2026)

ROAM vs PIFI dividend yield comparison.

Year	ROAM	PIFI
2026	0.00%	0.78%
2025	3.17%	3.16%
2024	4.15%	2.92%
2023	5.40%	2.29%
2022	5.23%	1.22%
2021	4.22%	0.25%
2020	3.04%	0.00%
2019	3.55%	0.00%
2018	2.54%	0.00%
2017	1.84%	0.00%
2016	1.89%	0.00%
2015	2.25%	0.00%