Compare · 2 funds side by side · dividends reinvested

HWMV and VOE

HWMVHotchkis & Wiley×VOEVanguard×

Versus in desk

02 / 03

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,995VOE · best of the two

Story of the two · IncomeMost incomeVOE · 1.84% · $184 a year on $10k

HWMV and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.84%+20.9%+22.9%+20.1%+9.8%−6.9%11.5%$22.8B1.0

Hotchkis & Wiley Mid-Cap Value FundUS Stock Styles · Mid cap0.94%0.00%[…][…][…][…][…][…]$12M2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: HWMV 2026 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hotchkis & Wiley Mid-Cap Value Fund · $12M[…]

HWMV

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$15,995

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

HWMVMeasureVOE

[…]

More Ways to See the Pairs

HWMV vs VOE: Top 5 Holdings

Today

HWMV

18.9%in top 5

VOE

in top 58.1%

HWMVStockVOE

4.4%AIGnot top 5

4.1%FInot top 5

3.7%WDAYnot top 5

3.6%APAnot top 5

3.1%KOSnot top 5

Cost, Income and Risk

Fees: HWMV, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

HWMV0.94%$94

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: HWMV, VOE

1Y

1.84%highest, VOE

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to date

Jan 1 → Nov 12

+20.9%

[…]1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,307+20.1%

[…]5 years · per year$10,000 became […] · $15,995+9.8%

0.94%Expense ratio$94 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $184 a year on $10k1.84%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.5%

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

0–2VOE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

Held in common5.7%

End-of-day Nov 12, 2026 · share of each fund

HWMV vs VOE Returns, Every Period

1Y

Hotchkis & WileyHWMV

[…]

past year

VOEVanguard

+22.9%

past year

Returns […]

HWMVVOEFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

HWMV vs VOE

YTD

Hotchkis & WileyHWMV

[…]

VOEVanguard

+20.9%

[…]Year to date+20.9%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

0.0%Yield1.8%

$12.4MAssets$22.8B

1–0VOE wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

VOE1.84%$184

HWMV0.00%$0

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

Income After Fees on $10,000

1Y

$179most kept, VOE

VOE$184 − $5 = $179

HWMV$0 − $94 = −$94

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: HWMV, VOE

Today

5.7%most shared, HWMV and VOE

HWMVVOE

HWMV—5.7%

VOE5.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.9%VOE, at 11.5% volatility

VOEWorst drop−6.9%11.5% vol

HWMVWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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HWMV and VOE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two