Compare · 2 funds side by side · dividends reinvested

HWMV and IWR

HWMVHotchkis & Wiley×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,915IWR · best of the two

02 / 03

HWMV and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.8%+15.3%+19.4%+6.8%−8.2%13.8%$58.8B1.0

Hotchkis & Wiley Mid-Cap Value FundUS Stock Styles · Mid cap0.94%0.00%[…][…][…][…][…][…]$519K2.0

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: HWMV 2026 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Hotchkis & Wiley Mid-Cap Value Fund · $519K[…]

HWMV

IWR

iShares Russell Mid-Cap ETF · $58.8B$13,915

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

HWMVMeasureIWR

[…]Year to dateJan 1 → Nov 5+12.8%

[…]1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $17,017+19.4%

[…]5 years · per year$10,000 became […] · $13,915+6.8%

0.94%Expense ratio$94 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $118 a year on $10k1.18%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer13.8%

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

0–2IWR wins

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

More Ways to See the Pairs

HWMV vs IWR: Top 5 Holdings

Today

HWMV

18.8%in top 5

IWR

in top 53.6%

HWMVStockIWR

4.3%AIGnot top 5

3.9%FInot top 5

3.8%WDAYnot top 5

3.4%APAnot top 5

3.4%KOSnot top 5

not top 5MPC0.8%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5MRNA0.7%

not top 5NET0.6%

Held in common5.2%

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

HWMV vs IWR Returns, Every Period

Hotchkis & WileyHWMV

[…]

past year

IWRiShares

+15.3%

past year

Returns […]

HWMVIWRFaded: behind in that period

0–0Level

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

HWMV vs IWR

YTD

Hotchkis & WileyHWMV

[…]

IWRiShares

+12.8%

[…]Year to date+12.8%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.8%

0.0%Yield1.2%

$519KAssets$58.8B

1–0IWR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HWMV, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

HWMV0.94%$94

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

Yields: HWMV, IWR

1.18%highest, IWR

FundTrailing yieldYield$10k

IWR1.18%$118

HWMV0.00%$0

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

HWMV$0 − $94 = −$94

KeptFee

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

Overlap: HWMV, IWR

Today

5.2%most shared, HWMV and IWR

HWMVIWR

HWMV—5.2%

IWR5.2%—

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

Return vs Bumpiness: 2 ETFs

+15.3%IWR, at 13.8% volatility

IWRWorst drop−8.2%13.8% vol

HWMVWorst drop[…][…]

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

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SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

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2–0JEPQ wins

End-of-day Nov 5, 2026

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YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026