Compare · 2 funds side by side · dividends reinvested

HWSM and VOO

HWSMHotchkis & 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 / 04

HWSM 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%$1.00T1.4

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

HWSM

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

HWSMMeasureVOO

+18.4%Year to dateJan 1 → Nov 3+11.5%

+23.1%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%

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

1.13%Trailing 12-mo yield$113 · $107 a year on $10k1.07%

−10.2%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer12.7%

HWSMVOO 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 VOO: Top 5 Holdings

Today

HWSM

8.8%in top 5

VOO

in top 528.3%

HWSMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

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

Held in common1.2%

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

HWSM vs VOO Returns, Every Period

Hotchkis & WileyHWSM

+23.1%

past year

VOOVanguard

+11.9%

past year

HWSMVOOFaded: behind in that period

2–0HWSM wins

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

Stocks vs Core: HWSM vs VOO

YTD

Hotchkis & WileyHWSM

+18.4%

VOOVanguard

+11.5%

+18.4%Year to date+11.5%

−10.2%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y12.7%

1.1%Yield1.1%

$2.9MAssets$1.00T

2–1VOO wins

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

Cost, Income and Risk

Fees: HWSM, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HWSM0.55%$55

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

Yields: HWSM, VOO

1.13%highest, HWSM

FundTrailing yieldYield$10k

HWSM1.13%$113

VOO1.07%$107

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

HWSM$113 − $55 = $57

KeptFee

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

Overlap: HWSM, VOO

Today

1.2%most shared, HWSM and VOO

HWSMVOO

HWSM—1.2%

VOO1.2%—

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

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

HWSMVOO

+18.4%Year to date+11.5%

1.1%Yield1.1%

+23.1%Past year+11.9%

0.55%Fee0.03%

2–1HWSM wins

End-of-day Nov 3, 2026

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