ROAM vs VOO
Hartford Multifactor Emerging Markets ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ROAM delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ROAM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.03% | |
| AUM | $107M | $979.0B | |
| Dividend Yield | 2.37% | 1.09% | |
| Holdings | 327 | 509 | |
| YTD Return | +21.76% | +13.72% | |
| 1Y Return | +35.25% | +21.63% | |
| 3Y Return (annualized) | +22.58% | +21.55% | |
| 5Y Return (annualized) | +11.48% | +13.26% | |
| Volatility (annualized) | 16.3% | 14.1% | |
| Max Drawdown | -48.6% | -34.3% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 25, 2015 | Sep 7, 2010 |
ROAM vs VOO Performance
Hartford Multifactor Emerging Markets ETF (ROAM) is a ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ROAM returned +35.25% while VOO returned +21.63%. Year to date, ROAM is up 21.76% versus a gain of 13.72% for VOO.
Over three years, ROAM compounded at +22.58% per year against +21.55% for VOO; over five years the annualized figures are +11.48% and +13.26% respectively. Across the full 12-year window we track, VOO has the edge at +13.56% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ROAM has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 14.1% for VOO. 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 -48.6% for ROAM and -34.3% for VOO. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ROAM charges 0.44% per year while VOO charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, ROAM currently yields 2.37% against 1.09% for VOO.
Holdings Overlap
ROAM and VOO share 0 holdings out of 831 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, ROAM or VOO?
ROAM has an expense ratio of 0.44% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, ROAM or VOO?
Over the past year ROAM returned +35.25% vs +21.63% for VOO, so ROAM leads on 1-year performance. Over the longest common window we track (12 years), ROAM annualized +4.86% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, ROAM or VOO?
ROAM has been the more volatile fund at 16.3% annualized versus 14.1% for VOO. Worst drawdown: ROAM -48.6% vs VOO -34.3%.
Should I hold both ROAM and VOO?
ROAM and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ROAM and VOO?
ROAM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 831 unique securities.
Which pays a higher dividend, ROAM or VOO?
ROAM yields 2.37% while VOO yields 1.09%, so ROAM currently pays the higher dividend yield.
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