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