Compare · 2 funds side by side · dividends reinvested

HWO and VOO

HWOHotchkis & Wiley×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 03

HWO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.0

Hotchkis & Wiley Opportunities FundUnsorted0.93%0.00%[…][…][…][…][…][…]$548K2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: HWO 2026 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Hotchkis & Wiley Opportunities Fund · $548K[…]

HWO

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

HWOMeasureVOO

[…]Year to dateJan 1 → Nov 3+11.5%

[…]1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.93%Expense ratio$93 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $107 a year on $10k1.07%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.7%

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

0–2VOO wins

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

More Ways to See the Pairs

HWO vs VOO: Top 5 Holdings

Today

HWO

26.8%in top 5

VOO

in top 528.3%

HWOStockVOO

8.4%WDAYnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

4.6%MSFT5.8%

5.1%ERICnot top 5

4.5%APTVnot top 5

4.1%CDWnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common7.7%

End-of-day Nov 3, 2026 · share of each fund

HWO vs VOO Returns, Every Period

Hotchkis & WileyHWO

[…]

past year

VOOVanguard

+11.9%

past year

Returns […]

HWOVOOFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: HWO vs VOO

YTD

Hotchkis & WileyHWO

[…]

VOOVanguard

+11.5%

[…]Year to date+11.5%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.7%

0.0%Yield1.1%

$548KAssets$1.00T

1–0VOO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HWO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HWO0.93%$93

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HWO, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

HWO0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

HWO$0 − $93 = −$93

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HWO, VOO

Today

7.7%most shared, HWO and VOO

HWOVOO

HWO—7.7%

VOO7.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

HWOWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026