HWSM vs VOT

AHWSM

BVOT

Measures won3–1HWSM wins · of 6 · 5Y

$10,000 · 5Y$11,517VOT

Lowest cost0.05%VOT · $5 on $10k

Most income1.12%HWSM · $112 on $10k

Smallest drop−10.2%HWSM · worst fall in 1Y

Held in common1.5%HWSM and VOT

HWSM

VOT

Hotchkis & Wiley SMID Cap Diversified Value Fund · $3MVanguard Morningstar Mid-Cap Growth ETF · $19.2B

[…]3 years · per year[…] · $15,427+15.5%

[…]5 years · per year[…] · $11,517+2.9%

0.55%Expense ratio$55 · $5 on $10k · lower wins0.05%

1.12%12-mo yield$112 · $61 on $10k0.61%

−10.2%

End-of-day Nov 12, 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	BVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.61%	−1.0%	+4.4%	+1.5%	+15.5%	+2.9%	−13.4%	$19.2B
2	AHWSM	Hotchkis & Wiley SMID Cap Diversified Value FundRead Desk		0.55%	1.12%	−0.9%	+18.5%	+22.9%	new	new	−10.2%	$3M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.61%	−1.0%	+4.4%	+1.5%	+15.5%	+2.9%	−13.4%	$19.2B
2	AHWSM	Hotchkis & Wiley SMID Cap Diversified Value FundRead Desk		0.55%	1.12%	−0.9%	+18.5%	+22.9%	new	new	−10.2%	$3M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HWSM vs VOT

HWSM

Hotchkis & Wiley SMID Cap Diversified Value Fund

[…]

VOT

Vanguard Morningstar Mid-Cap Growth

$11,517

MeasureHWSMVOT

Fee0.55%0.05%

Cost on $10k a year$55$5

Yield1.12%0.61%

5 years, per year[…]+2.9%

3 years, per year[…]+15.5%

Worst drop · 1Y−10.2%−13.4%

Volatility · 1Y14.3%

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HWSM vs VOT

Both

Both

$10,000 in HWSM, VOT

Overlap: HWSM, VOT

HWSM vs VOT

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: HWSM, VOT

Income After Fees on $10,000