Compare · 2 funds side by side · dividends reinvested

HWSM and IJH

HWSMHotchkis & Wiley×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,303IJH · best of the two

02 / 04

HWSM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.4

Hotchkis & Wiley SMID Cap Diversified Value FundUS Stock Styles · Mid cap0.55%1.13%+18.4%+23.1%[…][…]−10.2%13.9%$3M1.5

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: HWSM 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hotchkis & Wiley SMID Cap Diversified Value Fund · $3M[…]

HWSM

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 12.5% in common

HWSMMeasureIJH

+18.4%Year to dateJan 1 → Nov 3+13.2%

+23.1%1 yearTotal return+15.7%

[…]3 years · per year$10,000 became […] · $16,625+18.5%

[…]5 years · per year$10,000 became […] · $14,303+7.4%

0.55%Expense ratio$55 · $5 a year on $10k · lower is better0.05%

1.13%Trailing 12-mo yield$113 · $122 a year on $10k1.22%

−10.2%Worst dropSmaller is better−8.8%

13.9%VolatilityLower is calmer15.0%

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

3–3Level

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

More Ways to See the Pairs

HWSM vs IJH: Top 5 Holdings

Today

HWSM

8.8%in top 5

IJH

in top 53.9%

HWSMStockIJH

2.1%GEHCnot top 5

2.0%WDAYnot top 5

1.7%PPGnot top 5

1.5%APAnot top 5

1.5%Dnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common12.5%

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

HWSM vs IJH Returns, Every Period

Hotchkis & WileyHWSM

+23.1%

past year

IJHiShares

+15.7%

past year

HWSMIJHFaded: behind in that period

2–0HWSM wins

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

HWSM vs IJH

YTD

Hotchkis & WileyHWSM

+18.4%

IJHiShares

+13.2%

+18.4%Year to date+13.2%

−10.2%Worst drop · 1Y−8.8%

13.9%Volatility · 1Y15.0%

1.1%Yield1.2%

$2.9MAssets$125B

2–2level

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

Cost, Income and Risk

Fees: HWSM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

HWSM0.55%$55

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

Yields: HWSM, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

HWSM1.13%$113

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

HWSM$113 − $55 = $57

KeptFee

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

Overlap: HWSM, IJH

Today

12.5%most shared, HWSM and IJH

HWSMIJH

HWSM—12.5%

IJH12.5%—

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

Return vs Bumpiness: 2 ETFs

+23.1%HWSM, at 13.9% volatility

HWSMWorst drop−10.2%13.9% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

IJHHWSM

+13.2%Year to date+18.4%

1.2%Yield1.1%

+15.7%Past year+23.1%

0.05%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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