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ROAM vs SPY

Comparison between HARTFORD MULTIFACTOR EMERGING MARKETS ETF (ROAM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ROAM, delivering a return of +13.3% compared to +11.1%

ROAM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ROAM
$106M
Winner
SPY
$735B
Expense Ratio
ROAM
0.44%
Winner
SPY
0.09%
Max Drawdown
Winner
ROAM
48.65%
SPY
56.47%
Sharpe Ratio
Winner
ROAM
2.10
SPY
1.62
5Y Beta
Winner
ROAM
0.66
SPY
1.00
P/E Ratio
ROAM
N/A
SPY
28.99
Forward P/E
ROAM
N/A
SPY
22.37
5Y Dividends CAGR
Winner
ROAM
18.98%
SPY
5.43%
5Y EPS CAGR
ROAM
N/A
SPY
26.05%
Debt to Equity
ROAM
N/A
SPY
32.40%
P/S Ratio
ROAM
N/A
SPY
3.74
P/B Ratio
ROAM
N/A
SPY
5.61

ROAM vs SPY - Holdings Comparison

ROAM and SPY have 1 common holdings. Overlap is -0.35%

ROAM's top 25 holdings weight is 27.50%. SPY's top 25 holdings weight is 52.37%.

RankROAMSPY
#1
SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 2.49%
NVIDIA CORP (NVDA) - 8.10%
#2
SK HYNIX INC (n/a) - 1.64%
APPLE INC (AAPL) - 7.02%
#3
UNITED MICROELECTRONICS CORP (n/a) - 1.60%
MICROSOFT CORP (MSFT) - 4.79%
#4
ASPEED TECHNOLOGY INC (n/a) - 1.52%
AMAZON.COM INC (AMZN) - 4.02%
#5
MEDIATEK INC (n/a) - 1.43%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MPI CORP (n/a) - 1.20%
BROADCOM INC (AVGO) - 3.10%
#7
SAMSUNG ELECTRONICS CO LTD (n/a) - 1.19%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CHROMA ATE INC (n/a) - 1.16%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ELITE MATERIAL CO LTD (n/a) - 1.14%
TESLA INC (TSLA) - 1.89%
#10
DELTA ELECTRONICS INC (n/a) - 1.07%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
n/a (TSM) - 1.01%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
YAGEO CORP (n/a) - 1.00%
ELI LILLY AND CO (LLY) - 1.31%
#13
ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.99%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SAUDI ARABIAN OIL CO (n/a) - 0.93%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
n/a (n/a) - 0.92%
EXXON MOBIL CORP (XOM) - 0.97%
#16
n/a (n/a) - 0.88%
INTEL CORP (INTC) - 0.90%
#17
GLOBAL UNICHIP CORP (n/a) - 0.88%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
SAMSUNG SDS CO LTD (n/a) - 0.84%
VISA INC CLASS A (V) - 0.85%
#19
n/a (n/a) - 0.83%
WALMART INC (WMT) - 0.81%
#20
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.83%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 0.82%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
INFOSYS LTD ADR (INFY) - 0.80%
CATERPILLAR INC (CAT) - 0.66%
#23
SK TELECOM CO LTD (n/a) - 0.79%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
REALTEK SEMICONDUCTOR CORP (n/a) - 0.77%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
TATA CONSULTANCY SERVICES LTD (n/a) - 0.77%
ABBVIE INC (ABBV) - 0.58%
Total Holdings349505

ROAM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ROAM
+0.69%
Winner
SPY
+1.90%
3M
Winner
ROAM
+12.25%
SPY
+8.55%
6M
Winner
ROAM
+21.40%
SPY
+8.18%
1Y
Winner
ROAM
+41.85%
SPY
+25.79%
5Y(CAGR)
ROAM
+11.08%
Winner
SPY
+13.32%
10Y(CAGR)
ROAM
+9.20%
Winner
SPY
+15.19%
Max(CAGR)
ROAM
+6.39%
Winner
SPY
+8.47%

ROAM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearROAMSPY
2026+18.34%+8.26%
2025+31.82%+18.00%
2024+7.78%+25.59%
2023+21.07%+26.72%
2022-15.06%-18.64%
2021+8.47%+30.52%
2020+0.73%+17.28%
2019+8.41%+31.09%
2018-13.41%-5.24%
2017+26.82%+20.78%
2016+12.70%+13.59%
2015-22.96%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ROAM vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ROAM drawdown is -6.79%. The current SPY drawdown is -2.90%.

RankROAMSPY
#1-45.45%
Jan 26, 2018 - Jun 1, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.45%
Apr 27, 2015 - Sep 11, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.08%
Sep 3, 2021 - Feb 6, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.80%
Sep 26, 2024 - May 19, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.92%
Feb 25, 2026 - Apr 16, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.66%
Jul 12, 2024 - Sep 24, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.27%
Feb 27, 2015 - Apr 6, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.79%
Jun 2, 2026 - Jun 5, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.76%
Jun 28, 2021 - Sep 1, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.44%
May 8, 2026 - May 26, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.32%
Mar 12, 2024 - May 3, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.98%
Oct 13, 2017 - Dec 18, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.46%
Nov 12, 2025 - Dec 26, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.18%
May 17, 2024 - Jul 3, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.11%
Oct 6, 2025 - Oct 16, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ROAM and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

ROAM vs SPY dividend yield comparison.

YearROAMSPY
20260.00%0.24%
20253.17%1.07%
20244.15%1.21%
20235.40%1.40%
20225.23%1.65%
20214.22%1.20%
20203.04%1.52%
20193.55%1.75%
20182.54%2.04%
20171.84%1.80%
20161.89%2.03%
20152.25%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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