HWIV vs MDEV

AHWIV

BMDEV

Measures won0–2MDEV wins · of 6 · 5Y

$10,000 · 5Y$14,690IEFA · MDEV $8,559

Lowest cost0.07%IEFA · $7 on $10k

Most income3.40%IEFA · $340 on $10k

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common3.2%HWIV and MDEV

Hotchkis & Wiley International Value Fund · $2MFirst Trust Indxx Medical Devices ETF · $3M

[…]3 years · per year[…] · $13,188+9.7%

[…]5 years · per year[…] · $8,559−3.1%

4.22%Expense ratio$422 · $70 on $10k · lower wins0.70%

0.00%12-mo yield$0 · $10 on $10k0.10%

Cards for this view

HWIV

Hotchkis & Wiley International Value Fund

[…]

MDEV

First Trust Indxx Medical Devices

$8,559

MeasureHWIVMDEV

Fee4.22%0.70%

Cost on $10k a year$422$70

Yield0.00%0.10%

5 years, per year[…]−3.1%

3 years, per year[…]+9.7%

Worst drop · 1Y[…]−18.2%

Volatility · 1Y[…]17.5%

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
2	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.4%	+7.2%	+7.3%	+9.7%	−3.1%	−18.2%	$3M
3	AHWIV	Hotchkis & Wiley International Value FundRead Desk	4.22%	0.00%	−0.3%	new	new	new	new	[…]	$2M

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
2	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.4%	+7.2%	+7.3%	+9.7%	−3.1%	−18.2%	$3M
3	AHWIV	Hotchkis & Wiley International Value FundRead Desk	4.22%	0.00%	−0.3%	new	new	new	new	[…]	$2M

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