HWIV vs MDEV

AHWIV

BMDEV

Measures won0–2MDEV wins · of 6 · 5Y

$10,000 · 5Y$15,893VEA · MDEV $9,263

Lowest cost0.03%VEA · $3 on $10k

Most income2.41%VEA · $241 on $10k

Smallest drop−11.6%VEA · worst fall in 1Y

Held in common3.2%HWIV and MDEV

HWIV

MDEV

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

[…]3 years · per year[…] · $13,541+10.6%

[…]5 years · per year[…] · $9,263−1.5%

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

0.00%12-mo yield$0 · $9 on $10k0.09%

[…]Worst dropSmaller wins−18.2%

[…]VolatilityLower wins17.3%

0–2MDEV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHWIV · MDEV

2.6%SHL.DE2.1%

1.1%PHIA.AS2.3%

Held in common3.2%

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

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
2	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M
3	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

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
2	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M
3	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 MDEV

HWIV

Hotchkis & Wiley International Value Fund

[…]

MDEV

First Trust Indxx Medical Devices

$9,263

MeasureHWIVMDEV

Fee4.22%0.70%

Cost on $10k a year$422$70

Yield0.00%0.09%

5 years, per year[…]−1.5%

3 years, per year[…]+10.6%

Worst drop · 1Y[…]−18.2%

Volatility · 1Y[…]17.3%

2–0measures won
MDEV first

3.2%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

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, MDEV, VEA

Today

7.9%most shared, HWIV and VEA

HWIVMDEVVEA

HWIV—3.2%7.9%

MDEV3.2%—0.7%

VEA7.9%0.7%—

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

Income After Fees on $10,000

$238most kept, VEA

VEA$241 − $3 = $238

MDEV$9 − $70 = −$61

HWIV$0 − $422 = −$422

KeptFee

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