QQQ vs ROAM
Invesco QQQ Trust, Series 1 vs Hartford Multifactor Emerging Markets ETF
Quick Verdict
QQQ has a lower expense ratio. ROAM delivered stronger 1-year returns. ROAM offers more diversification with 350 holdings.
Side-by-Side Comparison
| Metric | QQQ | ROAM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.44% | |
| AUM | $496.3B | $112M | |
| Dividend Yield | 0.44% | 2.46% | |
| Holdings | 108 | 350 | |
| YTD Return | +16.23% | +21.35% | |
| 1Y Return | +26.23% | +35.69% | |
| 3Y Return (annualized) | +25.75% | +22.69% | |
| 5Y Return (annualized) | +14.78% | +12.13% | |
| Volatility (annualized) | 30.6% | 16.3% | |
| Max Drawdown | -83.0% | -48.6% | |
| Fund Family | Invesco (US) | Hartford Funds | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Feb 25, 2015 |
QQQ vs ROAM Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Hartford Multifactor Emerging Markets ETF (ROAM) is a ETF from Hartford Funds. Over the past year QQQ returned +26.23% while ROAM returned +35.69%. Year to date, QQQ is up 16.23% versus a gain of 21.35% for ROAM.
Over three years, QQQ compounded at +25.75% per year against +22.69% for ROAM; over five years the annualized figures are +14.78% and +12.13% respectively. Across the full 12-year window we track, QQQ has the edge at +13.02% annualized vs +4.82%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.3% for ROAM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -83.0% for QQQ and -48.6% for ROAM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while ROAM charges 0.44%. On a $10,000 position that is $18 vs $44 annually, a gap of $26 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.46% for ROAM.
Holdings Overlap
QQQ and ROAM share 0 holdings out of 430 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or ROAM?
QQQ has an expense ratio of 0.18% while ROAM charges 0.44%. QQQ is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, QQQ or ROAM?
Over the past year QQQ returned +26.23% vs +35.69% for ROAM, so ROAM leads on 1-year performance. Over the longest common window we track (12 years), QQQ annualized +13.02% vs +4.82% for ROAM. Past performance does not guarantee future results.
Which is riskier, QQQ or ROAM?
QQQ has been the more volatile fund at 30.6% annualized versus 16.3% for ROAM. Worst drawdown: QQQ -83.0% vs ROAM -48.6%.
Should I hold both QQQ and ROAM?
QQQ and ROAM have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and ROAM?
QQQ and ROAM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 430 unique securities.
Which pays a higher dividend, QQQ or ROAM?
QQQ yields 0.44% while ROAM yields 2.46%, so ROAM currently pays the higher dividend yield.
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