HWSM vs SCHD

AHWSM

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.7%HWSM and SCHD

HWSM

SCHD

Hotchkis & Wiley SMID Cap Diversified Value Fund · $3MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

1.14%12-mo yield$114 · $300 on $10k3.00%

−10.2%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHWSM · SCHD

1.4%APA0.4%

0.6%FNF0.3%

0.6%BAH0.3%

0.4%COLB0.2%

Held in common1.7%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AHWSM	Hotchkis & Wiley SMID Cap Diversified Value FundRead Desk		0.55%	1.14%	−0.9%	+17.2%	+22.0%	new	new	−10.2%	$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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AHWSM	Hotchkis & Wiley SMID Cap Diversified Value FundRead Desk		0.55%	1.14%	−0.9%	+17.2%	+22.0%	new	new	−10.2%	$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

HWSM vs SCHD

HWSM

Hotchkis & Wiley SMID Cap Diversified Value Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureHWSMSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield1.14%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−10.2%−6.9%

Volatility · 1Y14.3%11.7%

4–0measures won
SCHD first

1.7%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HWSM, SCHD

Today

1.7%most shared, HWSM and SCHD

HWSMSCHD

HWSM—1.7%

SCHD1.7%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

HWSM$114 − $55 = $59

KeptFee

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