HWGV vs IOO

AHWGV

BIOO

Measures won0–2IOO wins · of 6 · 5Y

$10,000 · 5Y$19,581IOO

Lowest cost0.40%IOO · $40 on $10k

Most income0.84%IOO · $84 on $10k

Smallest drop−9.9%IOO · worst fall in 1Y

Held in common2.1%HWGV and IOO

HWGV

IOO

Hotchkis & Wiley Global Value Fund · $3MiShares Global 100 ETF · $8.9B

[…]3 years · per year[…] · $19,534+25.0%

[…]5 years · per year[…] · $19,581+14.4%

1.06%Expense ratio$106 · $40 on $10k · lower wins0.40%

0.00%12-mo yield$0 · $84 on $10k0.84%

[…]Worst dropSmaller wins−9.9%

[…]VolatilityLower wins15.2%

0–2IOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsHWGV · IOO

1.6%SIE.DE0.6%

0.9%C0.5%

1.6%QCOM0.4%

0.7%ULVR.L0.4%

Held in common2.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	AHWGV	Hotchkis & Wiley Global Value FundRead Desk		1.06%	0.00%	−1.2%	new	new	new	new	[…]	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	AHWGV	Hotchkis & Wiley Global Value FundRead Desk		1.06%	0.00%	−1.2%	new	new	new	new	[…]	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HWGV vs IOO

HWGV

Hotchkis & Wiley Global Value Fund

[…]

IOO

iShares Global 100

$19,581

MeasureHWGVIOO

Fee1.06%0.40%

Cost on $10k a year$106$40

Yield0.00%0.84%

5 years, per year[…]+14.4%

3 years, per year[…]+25.0%

Worst drop · 1Y[…]−9.9%

Volatility · 1Y[…]15.2%

2–0measures won
IOO first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HWGV, IOO

Today

2.1%most shared, HWGV and IOO

HWGVIOO

HWGV—2.1%

IOO2.1%—

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

Income After Fees on $10,000

$44most kept, IOO

IOO$84 − $40 = $44

HWGV$0 − $106 = −$106

KeptFee

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