Compare · 2 funds side by side · dividends reinvested

HWIV and MDEV

HWIVHotchkis & Wiley×MDEVFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,263MDEV · best of the two

02 / 03

HWIV and MDEV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.09%+11.0%+14.2%+10.6%−1.5%−18.2%17.3%$3M1.0

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 · MDEV 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

HWIV

MDEV

First Trust Indxx Medical Devices ETF · $3M$9,263

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

HWIVMeasureMDEV

[…]Year to dateJan 1 → Nov 4+11.0%

[…]1 yearTotal return+14.2%

[…]3 years · per year$10,000 became […] · $13,541+10.6%

[…]5 years · per year$10,000 became […] · $9,263−1.5%

4.22%Expense ratio$422 · $70 a year on $10k · lower is better0.70%

0.00%Trailing 12-mo yield$0 · $9 a year on $10k0.09%

[…]Worst dropSmaller is better−18.2%

[…]VolatilityLower is calmer17.3%

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

0–2MDEV 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 MDEV: Top 5 Holdings

Today

HWIV

21.1%in top 5

MDEV

in top 511.2%

HWIVStockMDEV

5.0%ERIC-B.Snot top 5

4.9%SAP.DEnot top 5

3.9%AKZA.ASnot top 5

3.8%SHELL.ASnot top 5

3.6%4368.Tnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5PODD2.2%

not top 5ALC.SW2.2%

not top 5STMN.SW2.2%

Held in common3.2%

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

HWIV vs MDEV Returns, Every Period

Hotchkis & WileyHWIV

[…]

past year

MDEVFirst Trust

+14.2%

past year

Returns […]

HWIVMDEVFaded: behind in that period

0–0Level

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

International vs Sector: HWIV vs MDEV

YTD

Hotchkis & WileyHWIV

[…]

MDEVFirst Trust

+11.0%

[…]Year to date+11.0%

[…]Worst drop · 1Y−18.2%

[…]Volatility · 1Y17.3%

0.0%Yield0.1%

$1.6MAssets$3.3M

1–0MDEV wins

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

Cost, Income and Risk

Fees: HWIV, MDEV

Today

0.70%lowest, MDEV

FundExpense ratioFee$10k

MDEV0.70%$70

HWIV4.22%$422

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

Yields: HWIV, MDEV

0.09%highest, MDEV

FundTrailing yieldYield$10k

MDEV0.09%$9

HWIV0.00%$0

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

Income After Fees on $10,000

−$61most kept, MDEV

MDEV$9 − $70 = −$61

HWIV$0 − $422 = −$422

KeptFee

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

Overlap: HWIV, MDEV

Today

3.2%most shared, HWIV and MDEV

HWIVMDEV

HWIV—3.2%

MDEV3.2%—

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

Return vs Bumpiness: 2 ETFs

+14.2%MDEV, at 17.3% volatility

MDEVWorst drop−18.2%17.3% vol

HWIVWorst drop[…][…]

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

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SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

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2–0SCHD wins

End-of-day Nov 4, 2026

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JEPIJ.P. Morgan

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End-of-day Nov 4, 2026

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YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026