Compare · 2 funds side by side · dividends reinvested

MDEV and HWIV

MDEVFirst Trust×HWIVHotchkis & Wiley×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,839MDEV · best of the two

02 / 03

MDEV and HWIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.9%+11.0%+9.0%−2.4%−18.2%17.4%$4M1.0

Hotchkis & Wiley International Value FundInternational · Ex-US broad4.22%0.00%[…][…][…][…][…][…]$2M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: MDEV 2021 · HWIV 2026

Head to Head

Swap sides Versus in desk

Head to Head

Hotchkis & Wiley International Value Fund · $2M[…]

HWIV

MDEV

First Trust Indxx Medical Devices ETF · $4M$8,839

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

HWIVMeasureMDEV

[…]Year to dateJan 1 → Nov 6+7.9%

[…]1 yearTotal return+11.0%

[…]3 years · per year$10,000 became […] · $12,957+9.0%

[…]5 years · per year$10,000 became […] · $8,839−2.4%

4.22%Expense ratio$422 · $70 a year on $10k · lower is better0.70%

0.00%Trailing 12-mo yield$0 · $10 a year on $10k0.10%

[…]Worst dropSmaller is better−18.2%

[…]VolatilityLower is calmer17.4%

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

0–2MDEV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HWIV vs MDEV: Top 5 Holdings

Today

HWIV

21.1%in top 5

MDEV

in top 511.4%

HWIVStockMDEV

5.1%SAP.DEnot top 5

4.7%ERIC-B.Snot top 5

3.9%AKZA.ASnot top 5

3.7%SHELL.ASnot top 5

3.7%HEIO.ASnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5TFX2.3%

not top 5SYK2.2%

not top 5ZBH2.2%

Held in common3.3%

End-of-day Nov 6, 2026 · share of each fund

HWIV vs MDEV Returns, Every Period

Hotchkis & WileyHWIV

[…]

past year

MDEVFirst Trust

+11.0%

past year

Returns […]

HWIVMDEVFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Sector: HWIV vs MDEV

YTD

Hotchkis & WileyHWIV

[…]

MDEVFirst Trust

+7.9%

[…]Year to date+7.9%

[…]Worst drop · 1Y−18.2%

[…]Volatility · 1Y17.4%

0.0%Yield0.1%

$1.6MAssets$3.5M

1–0MDEV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDEV, HWIV

Today

0.70%lowest, MDEV

FundExpense ratioFee$10k

MDEV0.70%$70

HWIV4.22%$422

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MDEV, HWIV

0.10%highest, MDEV

FundTrailing yieldYield$10k

MDEV0.10%$10

HWIV0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$60most kept, MDEV

MDEV$10 − $70 = −$60

HWIV$0 − $422 = −$422

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MDEV, HWIV

Today

3.3%most shared, MDEV and HWIV

MDEVHWIV

MDEV—3.3%

HWIV3.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.0%MDEV, at 17.4% volatility

MDEVWorst drop−18.2%17.4% vol

HWIVWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026