HWSM vs VIG

AHWSM

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.45%VIG · $145 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common1.0%HWSM and VIG

HWSM

VIG

Hotchkis & Wiley SMID Cap Diversified Value Fund · $3MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,811+18.9%

[…]5 years · per year[…] · $16,653+10.7%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

1.11%12-mo yield$111 · $145 on $10k1.45%

−10.2%Worst drop

End-of-day Nov 11, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	AHWSM	Hotchkis & Wiley SMID Cap Diversified Value FundRead Desk		0.55%	1.11%	+0.3%	+19.6%	+24.6%	new	new	−10.2%	$3M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	AHWSM	Hotchkis & Wiley SMID Cap Diversified Value FundRead Desk		0.55%	1.11%	+0.3%	+19.6%	+24.6%	new	new	−10.2%	$3M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HWSM vs VIG

HWSM

Hotchkis & Wiley SMID Cap Diversified Value Fund

[…]

VIG

Vanguard Dividend Appreciation

$16,653

MeasureHWSMVIG

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield1.11%1.45%

5 years, per year[…]+10.7%

3 years, per year[…]+18.9%

Worst drop · 1Y−10.2%−7.9%

Volatility · 1Y14.3%11.0%

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HWSM vs VIG

Both

Both

$10,000 in HWSM, VIG

Overlap: HWSM, VIG

HWSM vs VIG

SCHD vs VIG

DGRO vs VIG

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Overlap: HWSM, VIG

Income After Fees on $10,000