HWGV vs SCHD5YHWGVHWGVAvsBSCHDSCHDHotchkis & Wiley Global Value Fund · $4MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income1.06%Expense ratio$106 · $6 on $10k · lower wins0.06%0.00%12-mo yield$0 · $292 on $10k2.92%Risk · 1 year
Overlap: HWGV, SCHD, VEAToday4.2%most shared, HWGV and SCHDHWGVSCHDVEAHWGV—4.2%2.6%SCHD4.2%—0.0%VEA2.6%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
HWGV vs SCHD5YAHWGVHotchkis & Wiley Global Value Fund[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureHWGVSCHDFee1.06%0.06%Cost on $10k a year$106$6Yield0.00%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y[…]−6.9%Volatility · 1Y[…]11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2VEAVanguard FTSE Developed Markets ETFReadDesk0.03%2.45%0.0%+12.2%+14.7%+20.3%+8.9%−11.6%$231.6B3AHWGVHotchkis & Wiley Global Value FundReadDesk1.06%0.00%+0.4%newnewnewnew[…]$4MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2VEAVanguard FTSE Developed Markets ETFReadDesk0.03%2.45%0.0%+12.2%+14.7%+20.3%+8.9%−11.6%$231.6B3AHWGVHotchkis & Wiley Global Value FundReadDesk1.06%0.00%+0.4%newnewnewnew[…]$4MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VEA vs IEFAYTDVanguardVEAVA+12.2%vsBiSIEFAiShares+10.1%Jan 1Nov 13+12.2%+10.1%+12.2%Year to date+10.1%2.5%Yield3.4%$232BAssets$191B1–1levelEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: HWGV, SCHD, VEAToday4.2%most shared, HWGV and SCHDHWGVSCHDVEAHWGV—4.2%2.6%SCHD4.2%—0.0%VEA2.6%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VEA$245 − $3 = $242HWGV$0 − $106 = −$106KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee