HWSM vs VO

AHWSM

BVO

Measures won0–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,977VO

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common6.1%HWSM and VO

HWSM

Hotchkis & Wiley SMID Cap Diversified Value Fund · $3MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $17,496+20.5%

[…]5 years · per year[…] · $13,977+6.9%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

1.13%12-mo yield$113 · $135 on $10k1.35%

−10.2%Worst dropSmaller wins−8.2%

13.9%VolatilityLower wins12.4%

0–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsHWSM · VO

1.5%D0.5%

0.6%HUM0.5%

0.6%EXC0.4%

0.4%PRU0.4%

Held in common6.1%

End-of-day Nov 3, 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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
2	AHWSM	Hotchkis & Wiley SMID Cap Diversified Value FundRead Desk		0.55%	1.13%	−0.9%	+18.4%	+23.1%	new	new	−10.2%	$3M

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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
2	AHWSM	Hotchkis & Wiley SMID Cap Diversified Value FundRead Desk		0.55%	1.13%	−0.9%	+18.4%	+23.1%	new	new	−10.2%	$3M

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

Cards for this view

HWSM vs VO

HWSM

Hotchkis & Wiley SMID Cap Diversified Value Fund

[…]

Vanguard Morningstar Mid-Cap

$13,977

MeasureHWSMVO

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield1.13%1.35%

5 years, per year[…]+6.9%

3 years, per year[…]+20.5%

Worst drop · 1Y−10.2%−8.2%

Volatility · 1Y13.9%12.4%

4–0measures won
VO first

6.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: HWSM, VO

Today

6.1%most shared, HWSM and VO

HWSMVO

HWSM—6.1%

VO6.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

HWSM$113 − $55 = $57

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee