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$9,086MDEV · 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%0.10%+9.6%+12.2%+9.7%−1.9%−18.2%17.4%$4M1.0

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 5, 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 · $4M$9,086

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

HWIVMeasureMDEV

[…]Year to dateJan 1 → Nov 5+9.6%

[…]1 yearTotal return+12.2%

[…]3 years · per year$10,000 became […] · $13,194+9.7%

[…]5 years · per year$10,000 became […] · $9,086−1.9%

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

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

[…]Worst dropSmaller is better−18.2%

[…]VolatilityLower is calmer17.4%

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

0–2MDEV wins

End-of-day Nov 5, 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

21.0%in top 5

MDEV

in top 511.4%

HWIVStockMDEV

5.0%SAP.DEnot top 5

4.9%ERIC-B.Snot top 5

3.9%AKZA.ASnot top 5

3.7%SHELL.ASnot top 5

3.6%HEIO.ASnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5ZBH2.3%

not top 5LIVN2.2%

not top 5STMN.SW2.2%

Held in common3.3%

End-of-day Nov 5, 2026 · share of each fund

HWIV vs MDEV Returns, Every Period

Hotchkis & WileyHWIV

[…]

past year

MDEVFirst Trust

+12.2%

past year

Returns […]

HWIVMDEVFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Sector: HWIV vs MDEV

YTD

Hotchkis & WileyHWIV

[…]

MDEVFirst Trust

+9.6%

[…]Year to date+9.6%

[…]Worst drop · 1Y−18.2%

[…]Volatility · 1Y17.4%

0.0%Yield0.1%

$1.6MAssets$3.5M

1–0MDEV wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: HWIV, MDEV

0.10%highest, MDEV

FundTrailing yieldYield$10k

MDEV0.10%$10

HWIV0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$60most kept, MDEV

MDEV$10 − $70 = −$60

HWIV$0 − $422 = −$422

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HWIV, MDEV

Today

3.3%most shared, HWIV and MDEV

HWIVMDEV

HWIV—3.3%

MDEV3.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.2%MDEV, at 17.4% volatility

MDEVWorst drop−18.2%17.4% vol

HWIVWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026