Compare · 3 funds side by side · dividends reinvested

HWSM, VO and VOO

HWSMHotchkis & Wiley×VOVanguard×VOOVanguard×

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

02 / 04

HWSM, VO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.5

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%$1.00T2.0

Hotchkis & Wiley SMID Cap Diversified Value FundUS Stock Styles · Mid cap0.55%1.13%+18.4%+23.1%[…][…]−10.2%13.9%$3M2.2

Rank among the three1st → 3rdFee, 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 · VO 2004 · VOO 2010

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$13,977

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

HWSMMeasureVO

+18.4%Year to dateJan 1 → Nov 3+13.8%

+23.1%1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $17,496+20.5%

[…]5 years · per year$10,000 became […] · $13,977+6.9%

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

1.13%Trailing 12-mo yield$113 · $135 a year on $10k1.35%

−10.2%Worst dropSmaller is better−8.2%

13.9%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 3, 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 3, 2026 · share of each fund

HWSM vs VO Returns, Every Period

Hotchkis & WileyHWSM

+23.1%

past year

VOVanguard

+13.9%

past year

HWSMVOFaded: behind in that period

2–0HWSM wins

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

HWSM vs VO

YTD

Hotchkis & WileyHWSM

+18.4%

VOVanguard

+13.8%

+18.4%Year to date+13.8%

−10.2%Worst drop · 1Y−8.2%

13.9%Volatility · 1Y12.4%

1.1%Yield1.3%

$2.9MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: HWSM, VO, VOO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VOO0.03%$3

HWSM0.55%$55

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

Yields: HWSM, VO, VOO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

HWSM1.13%$113

VOO1.07%$107

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VOO$107 − $3 = $104

HWSM$113 − $55 = $57

KeptFee

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

Overlap: HWSM, VO, VOO

Today

15.4%most shared, VO and VOO

HWSMVOVOO

HWSM—6.1%1.2%

VO6.1%—15.4%

VOO1.2%15.4%—

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

Return vs Bumpiness: 3 ETFs

+23.1%HWSM, at 13.9% volatility

VOWorst drop−8.2%12.4% vol

VOOWorst drop−8.9%12.7% vol

HWSMWorst drop−10.2%13.9% vol

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

Paid More vs Made More

YTD

VOHWSM

+13.8%Year to date+18.4%

1.3%Yield1.1%

+13.9%Past year+23.1%

0.03%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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