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$8,839MDEV · 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%+7.9%+11.0%+9.0%−2.4%−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 6, 2026 · returns include dividends · since: HWIV 2026 · MDEV 2021

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $4M$8,839

MDEV

HWIV

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

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

MDEVMeasureHWIV

+7.9%Year to dateJan 1 → Nov 6[…]

+11.0%1 yearTotal return[…]

+9.0%3 years · per year$10,000 became $12,957 · […][…]

−2.4%5 years · per year$10,000 became $8,839 · […][…]

0.70%Expense ratio$70 · $422 a year on $10k · lower is better4.22%

0.10%Trailing 12-mo yield$10 · $0 a year on $10k0.00%

−18.2%Worst dropSmaller is better[…]

17.4%VolatilityLower is calmer[…]

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

2–0MDEV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDEV vs HWIV: Top 5 Holdings

Today

MDEV

11.4%in top 5

HWIV

in top 521.1%

MDEVStockHWIV

not top 5SAP.DE5.1%

not top 5ERIC-B.S4.7%

not top 5AKZA.AS3.9%

not top 5SHELL.AS3.7%

not top 5HEIO.AS3.7%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%TFXnot top 5

2.2%SYKnot top 5

2.2%ZBHnot top 5

Held in common3.3%

End-of-day Nov 6, 2026 · share of each fund

MDEV vs HWIV Returns, Every Period

First TrustMDEV

+11.0%

past year

HWIVHotchkis & Wiley

[…]

past year

Returns […]

MDEVHWIVFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs International: MDEV vs HWIV

YTD

First TrustMDEV

+7.9%

HWIVHotchkis & Wiley

[…]

+7.9%Year to date[…]

−18.2%Worst drop · 1Y[…]

17.4%Volatility · 1Y[…]

0.1%Yield0.0%

$3.5MAssets$1.6M

1–0MDEV wins

End-of-day Nov 6, 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 6, 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 6, 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 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.0%MDEV, at 17.4% volatility

MDEVWorst drop−18.2%17.4% vol

HWIVWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026