ROIS vs VYM
Hartford Multifactor International Small Company ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | ROIS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.04% | |
| AUM | $5M | $79.0B | |
| Dividend Yield | 5.31% | 2.86% | |
| Holdings | 293 | 568 | |
| YTD Return | +4.09% | +15.80% | |
| 1Y Return | +0.12% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 13.6% | 14.6% | |
| Max Drawdown | -13.0% | -58.8% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 18, 2024 | Nov 10, 2006 |
ROIS vs VYM Performance
Hartford Multifactor International Small Company ETF (ROIS) is a ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ROIS returned +0.12% while VYM returned +26.12%. Year to date, ROIS is up 4.09% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.6% for ROIS. 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 -13.0% for ROIS and -58.8% for VYM. 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ROIS charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, ROIS currently yields 5.31% against 2.86% for VYM.
Frequently Asked Questions
Which is cheaper, ROIS or VYM?
ROIS has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, ROIS or VYM?
Over the past year ROIS returned +0.12% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), ROIS annualized +1.18% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, ROIS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.6% for ROIS. Worst drawdown: ROIS -13.0% vs VYM -58.8%.
Should I hold both ROIS and VYM?
ROIS and VYM have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, ROIS or VYM?
ROIS yields 5.31% while VYM yields 2.86%, so ROIS currently pays the higher dividend yield.
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