HWIV vs IXUS

AHWIV

BIXUS

Measures won0–2IXUS wins · of 6 · 5Y

$10,000 · 5Y$14,984IXUS

Lowest cost0.07%IXUS · $7 on $10k

Most income2.98%IXUS · $298 on $10k

Smallest drop−11.4%IXUS · worst fall in 1Y

Held in common6.4%HWIV and IXUS

HWIV

IXUS

Hotchkis & Wiley International Value Fund · $2MiShares Core MSCI Total International Stock ETF · $58.4B

[…]3 years · per year[…] · $17,865+21.3%

[…]5 years · per year[…] · $14,984+8.4%

4.22%Expense ratio$422 · $7 on $10k · lower wins0.07%

0.00%12-mo yield$0 · $298 on $10k2.98%

[…]Worst dropSmaller wins−11.4%

[…]VolatilityLower wins17.5%

0–2IXUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHWIV · IXUS

2.2%AZN.L0.7%

4.9%SAP.DE0.6%

2.3%SIE.DE0.5%

3.5%TTE.PA0.4%

Held in common6.4%

End-of-day Nov 4, 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	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk		0.07%	2.98%	+2.0%	+12.4%	+15.2%	+21.3%	+8.4%	−11.4%	$58.4B
2	AHWIV	Hotchkis & Wiley International Value FundRead Desk		4.22%	0.00%	+2.4%	new	new	new	new	[…]	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk		0.07%	2.98%	+2.0%	+12.4%	+15.2%	+21.3%	+8.4%	−11.4%	$58.4B
2	AHWIV	Hotchkis & Wiley International Value FundRead Desk		4.22%	0.00%	+2.4%	new	new	new	new	[…]	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HWIV vs IXUS

HWIV

Hotchkis & Wiley International Value Fund

[…]

IXUS

iShares Core MSCI Total International Stock

$14,984

MeasureHWIVIXUS

Fee4.22%0.07%

Cost on $10k a year$422$7

Yield0.00%2.98%

5 years, per year[…]+8.4%

3 years, per year[…]+21.3%

Worst drop · 1Y[…]−11.4%

Volatility · 1Y[…]17.5%

2–0measures won
IXUS first

6.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: HWIV, IXUS

Today

6.4%most shared, HWIV and IXUS

HWIVIXUS

HWIV—6.4%

IXUS6.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, IXUS

IXUS$298 − $7 = $291

HWIV$0 − $422 = −$422

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee