Compare · 2 funds side by side · dividends reinvested

HWSM and VO

HWSMHotchkis & Wiley×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,290VO · best of the two

02 / 04

HWSM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.3

Hotchkis & Wiley SMID Cap Diversified Value FundUS Stock Styles · Mid cap0.55%1.10%+20.9%+25.9%[…][…]−10.2%14.1%$3M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: HWSM 2025 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

HWSM

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

HWSMMeasureVO

+20.9%Year to dateJan 1 → Nov 4+14.7%

+25.9%1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $17,578+20.7%

[…]5 years · per year$10,000 became […] · $14,290+7.4%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

1.10%Trailing 12-mo yield$110 · $134 a year on $10k1.34%

−10.2%Worst dropSmaller is better−8.2%

14.1%VolatilityLower is calmer12.4%

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

2–4VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HWSM vs VO: Top 5 Holdings

Today

HWSM

8.8%in top 5

in top 55.3%

HWSMStockVO

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 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common6.1%

End-of-day Nov 4, 2026 · share of each fund

HWSM vs VO Returns, Every Period

Hotchkis & WileyHWSM

+25.9%

past year

VOVanguard

+15.3%

past year

HWSMVOFaded: behind in that period

2–0HWSM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HWSM vs VO

YTD

Hotchkis & WileyHWSM

+20.9%

VOVanguard

+14.7%

+20.9%Year to date+14.7%

−10.2%Worst drop · 1Y−8.2%

14.1%Volatility · 1Y12.4%

1.1%Yield1.3%

$2.9MAssets$103B

3–1VO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HWSM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

HWSM0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HWSM, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

HWSM1.10%$110

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

HWSM$110 − $55 = $55

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HWSM, VO

Today

6.1%most shared, HWSM and VO

HWSMVO

HWSM—6.1%

VO6.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.9%HWSM, at 14.1% volatility

VOWorst drop−8.2%12.4% vol

HWSMWorst drop−10.2%14.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOHWSM

+14.7%Year to date+20.9%

1.3%Yield1.1%

+15.3%Past year+25.9%

0.03%Fee0.55%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026