ROAM vs TIPZ

Comparison between HARTFORD MULTIFACTOR EMERGING MARKETS ETF (ROAM, ETF) and PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND (TIPZ, ETF).

5-Year PerformanceROAM has outperformed TIPZ, delivering a return of +11.1% compared to +0.7%

ROAM vs TIPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROAM(ETF)	TIPZ(ETF)
Net Assets	$106M	$106M
Expense Ratio	0.44%	0.20%
Max Drawdown	48.65%	24.55%
Sharpe Ratio	2.10	0.14
5Y Beta	0.66	0.03
5Y Dividends CAGR	18.98%	15.60%

Net Assets

ROAM

$106M

TIPZ

$106M

Expense Ratio

ROAM

0.44%

Winner

TIPZ

0.20%

Max Drawdown

ROAM

48.65%

Winner

TIPZ

24.55%

Sharpe Ratio

Winner

ROAM

2.10

TIPZ

0.14

5Y Beta

ROAM

0.66

Winner

TIPZ

0.03

5Y Dividends CAGR

Winner

ROAM

18.98%

TIPZ

15.60%

ROAM vs TIPZ - Historical Returns

Returns include dividend reinvestment.

Period	ROAM	TIPZ
1 month	+0.69%	-0.38%
3 months	+12.25%	-0.17%
6 months	+21.40%	+0.90%
1 year	+41.85%	+4.50%
5 years(CAGR)	+11.08%	+0.69%
10 years(CAGR)	+9.20%	+2.45%
Max(CAGR)	+6.39%	+3.03%

Winner

ROAM

+0.69%

TIPZ

-0.38%

Winner

ROAM

+12.25%

TIPZ

-0.17%

Winner

ROAM

+21.40%

TIPZ

+0.90%

Winner

ROAM

+41.85%

TIPZ

+4.50%

5Y(CAGR)

Winner

ROAM

+11.08%

TIPZ

+0.69%

10Y(CAGR)

Winner

ROAM

+9.20%

TIPZ

+2.45%

Max(CAGR)

Winner

ROAM

+6.39%

TIPZ

+3.03%

ROAM vs TIPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ROAM	TIPZ
2026	+18.34%	+1.10%
2025	+31.82%	+5.75%
2024	+7.78%	+1.57%
2023	+21.07%	+3.27%
2022	-15.06%	-11.94%
2021	+8.47%	+5.26%
2020	+0.73%	+10.59%
2019	+8.41%	+8.60%
2018	-13.41%	-1.48%
2017	+26.82%	+2.83%
2016	+12.70%	+4.48%
2015	-22.96%	-3.23%
2014	N/A	+4.22%
2013	N/A	-9.03%
2012	N/A	+6.85%
2011	N/A	+13.98%
2010	N/A	+5.97%
2009	N/A	+2.89%

ROAM vs TIPZ Drawdown Comparison

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

The maximum drawdown for TIPZ was -15.74%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The current ROAM drawdown is -6.79%. The current TIPZ drawdown is -1.83%.

Rank	ROAM	TIPZ
#1	-45.45% Jan 26, 2018 - Jun 1, 2021	-15.74% Nov 9, 2021 - Oct 10, 2022
#2	-32.45% Apr 27, 2015 - Sep 11, 2017	-11.72% Dec 10, 2012 - Mar 29, 2019
#3	-27.08% Sep 3, 2021 - Feb 6, 2024	-10.48% Mar 6, 2020 - Apr 28, 2020
#4	-16.80% Sep 26, 2024 - May 19, 2025	-5.77% Oct 25, 2010 - Apr 19, 2011
#5	-9.92% Feb 25, 2026 - Apr 16, 2026	-3.61% Aug 10, 2011 - Nov 1, 2011
#6	-8.66% Jul 12, 2024 - Sep 24, 2024	-3.36% Jan 28, 2021 - May 5, 2021
#7	-7.27% Feb 27, 2015 - Apr 6, 2015	-2.56% Aug 29, 2019 - Jan 24, 2020
#8	-6.79% Jun 2, 2026 - Jun 5, 2026	-2.55% Aug 1, 2012 - Sep 14, 2012
#9	-5.76% Jun 28, 2021 - Sep 1, 2021	-2.25% Nov 25, 2009 - Apr 27, 2010
#10	-4.44% May 8, 2026 - May 26, 2026	-1.96% Jan 31, 2012 - Apr 17, 2012
#11	-4.32% Mar 12, 2024 - May 3, 2024	-1.64% Oct 27, 2021 - Nov 8, 2021
#12	-3.98% Oct 13, 2017 - Dec 18, 2017	-1.63% Nov 7, 2011 - Jan 17, 2012
#13	-3.46% Nov 12, 2025 - Dec 26, 2025	-1.61% Sep 9, 2021 - Oct 26, 2021
#14	-3.18% May 17, 2024 - Jul 3, 2024	-1.59% Sep 2, 2020 - Dec 3, 2020
#15	-3.11% Oct 6, 2025 - Oct 16, 2025	-1.50% Oct 8, 2012 - Oct 26, 2012

Correlation

Correlation between ROAM and TIPZ is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2009 - 2026)

ROAM vs TIPZ dividend yield comparison.

Year	ROAM	TIPZ
2026	0.00%	2.41%
2025	3.17%	4.74%
2024	4.15%	4.44%
2023	5.40%	4.69%
2022	5.23%	7.14%
2021	4.22%	4.41%
2020	3.04%	1.47%
2019	3.55%	1.65%
2018	2.54%	2.23%
2017	1.84%	1.70%
2016	1.89%	1.06%
2015	2.25%	0.56%
2014	0.00%	1.09%
2013	0.00%	0.73%
2012	0.00%	1.67%
2011	0.00%	3.55%
2010	0.00%	2.54%
2009	0.00%	0.70%