ROAM vs SPVM
Comparison between HARTFORD MULTIFACTOR EMERGING MARKETS ETF (ROAM, ETF) and INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF).
5-Year PerformanceROAM has outperformed SPVM, delivering a return of +11.8% compared to +10.9%
ROAM vs SPVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROAM
$121M
Winner
SPVM
$121M
Expense Ratio
ROAM
0.44%
Winner
SPVM
0.39%
Max Drawdown
ROAM
48.65%
Winner
SPVM
45.84%
Sharpe Ratio
Winner
ROAM
2.10
SPVM
2.09
5Y Beta
Winner
ROAM
0.67
SPVM
0.70
P/E Ratio
ROAM
N/A
SPVM
16.39
Forward P/E
ROAM
N/A
SPVM
12.68
PEG Ratio
ROAM
N/A
SPVM
0.35
5Y Dividends CAGR
Winner
ROAM
18.98%
SPVM
10.47%
5Y EPS CAGR
ROAM
N/A
SPVM
9.32%
Debt to Equity
ROAM
N/A
SPVM
8.72%
P/S Ratio
ROAM
N/A
SPVM
0.93
P/B Ratio
ROAM
N/A
SPVM
1.87
ROAM vs SPVM - Holdings Comparison
ROAM and SPVM have 1 common holdings. Overlap is -0.01%
ROAM's top 25 holdings weight is 28.34%. SPVM's top 25 holdings weight is 39.69%.
| Rank | ROAM | SPVM |
|---|---|---|
| #1 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 3.59% | BUNGE GLOBAL SA (BG) - 2.76% |
| #2 | SK HYNIX INC (n/a) - 1.84% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.53% |
| #3 | UNITED MICROELECTRONICS CORP (n/a) - 1.75% | FORD MOTOR CO (F) - 2.38% |
| #4 | MEDIATEK INC (n/a) - 1.57% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.22% |
| #5 | ASPEED TECHNOLOGY INC (n/a) - 1.44% | GENERAL MOTORS CO (GM) - 1.89% |
| #6 | YAGEO CORP (n/a) - 1.29% | n/a (DELL) - 1.82% |
| #7 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.29% | MARATHON PETROLEUM CORP (MPC) - 1.60% |
| #8 | MPI CORP (n/a) - 1.27% | VALERO ENERGY CORP (VLO) - 1.60% |
| #9 | DELTA ELECTRONICS INC (n/a) - 1.24% | VERIZON COMMUNICATIONS INC (VZ) - 1.59% |
| #10 | CHROMA ATE INC (n/a) - 1.16% | PHILLIPS 66 (PSX) - 1.53% |
| #11 | ELITE MATERIAL CO LTD (n/a) - 1.09% | FRANKLIN RESOURCES INC (BEN) - 1.51% |
| #12 | SAMSUNG SDS CO LTD (n/a) - 1.08% | CVS HEALTH CORP (CVS) - 1.47% |
| #13 | n/a (TSM) - 1.05% | UNITED AIRLINES HOLDINGS INC (UAL) - 1.45% |
| #14 | n/a (n/a) - 0.98% | CITIGROUP INC (C) - 1.42% |
| #15 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.98% | ALLSTATE CORP (ALL) - 1.41% |
| #16 | SAUDI ARABIAN OIL CO (n/a) - 0.89% | STATE STREET CORP (STT) - 1.32% |
| #17 | n/a (n/a) - 0.87% | THE KROGER CO (KR) - 1.30% |
| #18 | n/a (n/a) - 0.87% | AT&T INC (T) - 1.29% |
| #19 | REALTEK SEMICONDUCTOR CORP (n/a) - 0.86% | METLIFE INC (MET) - 1.27% |
| #20 | SK TELECOM CO LTD (n/a) - 0.82% | GLOBE LIFE INC (GL) - 1.26% |
| #21 | TOTVS SA (n/a) - 0.49% | CITIZENS FINANCIAL GROUP INC (CFG) - 1.23% |
| #22 | n/a (n/a) - 0.49% | INVESCO LTD (IVZ) - 1.23% |
| #23 | GOLD CIRCUIT ELECTRONICS LTD (n/a) - 0.48% | ASSURANT INC (AIZ) - 1.21% |
| #24 | BIM BIRLESIK MAGAZALAR AS (n/a) - 0.48% | TRUIST FINANCIAL CORP (TFC) - 1.21% |
| #25 | CEMEX SAB DE CV ADR (CX) - 0.47% | LOEWS CORP (L) - 1.19% |
| Total Holdings | 308 | 103 |
ROAM vs SPVM - Historical Returns
Returns include dividend reinvestment.
1M
ROAM
+2.87%
Winner
SPVM
+5.76%
3M
Winner
ROAM
+16.38%
SPVM
+8.55%
6M
Winner
ROAM
+26.22%
SPVM
+10.70%
1Y
Winner
ROAM
+42.84%
SPVM
+31.11%
5Y(CAGR)
Winner
ROAM
+11.79%
SPVM
+10.94%
10Y(CAGR)
ROAM
+9.47%
Winner
SPVM
+12.26%
Max(CAGR)
ROAM
+6.69%
Winner
SPVM
+11.80%
ROAM vs SPVM - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ROAM | SPVM |
|---|---|---|
| 2026 | +22.25% | +10.17% |
| 2025 | +31.82% | +20.83% |
| 2024 | +7.78% | +14.64% |
| 2023 | +21.07% | +6.81% |
| 2022 | -15.06% | -3.10% |
| 2021 | +8.47% | +30.60% |
| 2020 | +0.73% | -3.42% |
| 2019 | +8.41% | +28.98% |
| 2018 | -13.41% | -8.78% |
| 2017 | +26.82% | +13.67% |
| 2016 | +12.70% | +25.92% |
| 2015 | -22.96% | -4.77% |
| 2014 | N/A | +11.59% |
| 2013 | N/A | +30.94% |
| 2012 | N/A | +16.63% |
| 2011 | N/A | -3.07% |
ROAM vs SPVM Drawdown Comparison
The maximum drawdown for ROAM was -45.45%, occurring on Mar 23, 2020. Recovery took 841 trading sessions.
The maximum drawdown for SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.
The current ROAM drawdown is -3.71%.
| Rank | ROAM | SPVM |
|---|---|---|
| #1 | -45.45% Jan 26, 2018 - Jun 1, 2021 | -45.33% Feb 12, 2020 - Jan 20, 2021 |
| #2 | -32.45% Apr 27, 2015 - Sep 11, 2017 | -20.52% Jul 7, 2011 - Mar 13, 2012 |
| #3 | -27.08% Sep 3, 2021 - Feb 6, 2024 | -19.50% Apr 20, 2022 - Mar 7, 2024 |
| #4 | -16.80% Sep 26, 2024 - May 19, 2025 | -18.67% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -9.92% Feb 25, 2026 - Apr 16, 2026 | -17.51% Jan 26, 2018 - Apr 16, 2019 |
| #6 | -8.66% Jul 12, 2024 - Sep 24, 2024 | -16.13% Dec 23, 2014 - Jul 12, 2016 |
| #7 | -7.27% Feb 27, 2015 - Apr 6, 2015 | -13.40% Mar 26, 2012 - Sep 7, 2012 |
| #8 | -7.04% Jun 2, 2026 - Jun 10, 2026 | -9.46% Jul 26, 2019 - Oct 28, 2019 |
| #9 | -5.76% Jun 28, 2021 - Sep 1, 2021 | -8.43% Sep 19, 2014 - Nov 6, 2014 |
| #10 | -4.44% May 8, 2026 - May 26, 2026 | -7.70% May 10, 2021 - Aug 11, 2021 |
| #11 | -4.32% Mar 12, 2024 - May 3, 2024 | -7.54% Feb 9, 2022 - Mar 24, 2022 |
| #12 | -3.98% Oct 13, 2017 - Dec 18, 2017 | -7.39% Oct 17, 2012 - Dec 18, 2012 |
| #13 | -3.46% Nov 12, 2025 - Dec 26, 2025 | -7.25% Jul 30, 2024 - Aug 29, 2024 |
| #14 | -3.18% May 17, 2024 - Jul 3, 2024 | -6.90% Jan 14, 2022 - Feb 9, 2022 |
| #15 | -3.11% Oct 6, 2025 - Oct 16, 2025 | -6.59% Nov 16, 2021 - Jan 3, 2022 |
Correlation
Correlation between ROAM and SPVM is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2011 - 2026)
ROAM vs SPVM dividend yield comparison.
| Year | ROAM | SPVM |
|---|---|---|
| 2026 | 0.00% | 0.49% |
| 2025 | 3.17% | 2.02% |
| 2024 | 4.15% | 1.91% |
| 2023 | 5.40% | 2.45% |
| 2022 | 5.23% | 2.33% |
| 2021 | 4.22% | 1.41% |
| 2020 | 3.04% | 2.11% |
| 2019 | 3.55% | 2.40% |
| 2018 | 2.54% | 3.10% |
| 2017 | 1.84% | 1.68% |
| 2016 | 1.89% | 2.80% |
| 2015 | 2.25% | 2.67% |
| 2014 | 0.00% | 1.94% |
| 2013 | 0.00% | 1.92% |
| 2012 | 0.00% | 2.24% |
| 2011 | 0.00% | 1.02% |
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