TIPZ vs ROAM

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

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

TIPZ vs ROAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

TIPZ

$106M

ROAM

$106M

Expense Ratio

Winner

TIPZ

0.20%

ROAM

0.44%

Max Drawdown

Winner

TIPZ

24.55%

ROAM

48.65%

Sharpe Ratio

TIPZ

0.14

Winner

ROAM

2.10

5Y Beta

Winner

TIPZ

0.03

ROAM

0.66

5Y Dividends CAGR

TIPZ

15.60%

Winner

ROAM

18.98%

TIPZ vs ROAM - Historical Returns

Returns include dividend reinvestment.

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

TIPZ

-0.38%

Winner

ROAM

+0.69%

TIPZ

-0.17%

Winner

ROAM

+12.25%

TIPZ

+0.90%

Winner

ROAM

+21.40%

TIPZ

+4.50%

Winner

ROAM

+41.85%

5Y(CAGR)

TIPZ

+0.69%

Winner

ROAM

+11.08%

10Y(CAGR)

TIPZ

+2.45%

Winner

ROAM

+9.20%

Max(CAGR)

TIPZ

+3.03%

Winner

ROAM

+6.39%

TIPZ vs ROAM - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

TIPZ vs ROAM Drawdown Comparison

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

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

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

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

Correlation

Correlation between TIPZ and ROAM 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)

TIPZ vs ROAM dividend yield comparison.

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