Compare · 2 funds side by side · dividends reinvested

HWIV and IXUS

HWIVHotchkis & Wiley×IXUSiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,984IXUS · best of the two

02 / 03

HWIV and IXUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI Total International Stock ETFInternational · Ex-US broad0.07%2.98%+12.4%+15.2%+21.3%+8.4%−11.4%17.5%$57.0B1.0

Hotchkis & Wiley International Value FundInternational · Ex-US broad4.22%0.00%[…][…][…][…][…][…]$2M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HWIV 2026 · IXUS 2012

Head to Head

Swap sides Versus in desk

Head to Head

Hotchkis & Wiley International Value Fund · $2M[…]

HWIV

IXUS

iShares Core MSCI Total International Stock ETF · $57.0B$14,984

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

HWIVMeasureIXUS

[…]Year to dateJan 1 → Nov 4+12.4%

[…]1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $17,865+21.3%

[…]5 years · per year$10,000 became […] · $14,984+8.4%

4.22%Expense ratio$422 · $7 a year on $10k · lower is better0.07%

0.00%Trailing 12-mo yield$0 · $298 a year on $10k2.98%

[…]Worst dropSmaller is better−11.4%

[…]VolatilityLower is calmer17.5%

HWIVIXUS Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2IXUS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HWIV vs IXUS: Top 5 Holdings

Today

HWIV

21.1%in top 5

IXUS

in top 59.7%

HWIVStockIXUS

5.0%ERIC-B.Snot top 5

4.9%SAP.DEnot top 5

not top 52330.TW4.2%

3.9%AKZA.ASnot top 5

3.8%SHELL.ASnot top 5

3.6%4368.Tnot top 5

not top 5005930.K1.9%

not top 5ASML.AS1.5%

not top 5000660.K1.4%

not top 5ROP.SW0.8%

Held in common6.4%

End-of-day Nov 4, 2026 · share of each fund

HWIV vs IXUS Returns, Every Period

Hotchkis & WileyHWIV

[…]

past year

IXUSiShares

+15.2%

past year

Returns […]

HWIVIXUSFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HWIV vs IXUS

YTD

Hotchkis & WileyHWIV

[…]

IXUSiShares

+12.4%

[…]Year to date+12.4%

[…]Worst drop · 1Y−11.4%

[…]Volatility · 1Y17.5%

0.0%Yield3.0%

$1.6MAssets$57.0B

1–0IXUS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HWIV, IXUS

Today

0.07%lowest, IXUS

FundExpense ratioFee$10k

IXUS0.07%$7

HWIV4.22%$422

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HWIV, IXUS

2.98%highest, IXUS

FundTrailing yieldYield$10k

IXUS2.98%$298

HWIV0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, IXUS

IXUS$298 − $7 = $291

HWIV$0 − $422 = −$422

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HWIV, IXUS

Today

6.4%most shared, HWIV and IXUS

HWIVIXUS

HWIV—6.4%

IXUS6.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%IXUS, at 17.5% volatility

IXUSWorst drop−11.4%17.5% vol

HWIVWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$57.0B

2–0IXUS wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026