IJH vs HWSM
YTDYear to date
HWSM wins+8.9 pts
Past year
HWSM wins+10.9 pts
Fee
IJH winslower fee
Yield
IJH wins+0.1 pts
AUM
IJH43360.2× more
2–2level
IJH and HWSM · year-to-date · as of Nov 5, 2026 · AUM not scored
HWSM vs S&P 500
YTD$32.13 · −2.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−2.1%+7.4%+0.2%+18.3%+23.8%——+32.0%
Peer average−3.6%−0.9%−5.9%+9.9%+13.5%+62.1%+39.2%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Hotchkis & Wiley HWSM and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
HWSM’s Holdings
TodayGEHCGE HealthCare Technologies2.2%WDAY2.0%PPG1.7%D1.5%APA1.4%FFIV1.3%AIG1.3%HST1.1%ACGL1.1%ERIC1.0%FCNCA1.0%CRBG1.0%ES1.0%MGA1.0%BEN1.0%WAL0.9%SYF0.9%ALLY0.9%NFG0.9%FLR0.8%SWK0.7%POOL0.7%
GEHCGE HealthCare Technologies2.2%WDAY2.0%PPG1.7%D1.5%APA1.4%FFIV1.3%AIG1.3%HST1.1%ACGL1.1%ERIC1.0%FCNCA1.0%CRBG1.0%
Financial ServicesConsumer CyclicalTechnologyIndustrialsHealthcareEnergyOther
Hotchkis & Wiley HWSM · 0 holdings · tile size = share of the fund · as of Nov 5, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.3% | +9.5% | +9.5% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.4% | +10.7% | +10.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +12.8% | +12.8% | $58.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.1% | +9.2% | +9.2% | $26.2B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.9% | +19.2% | +19.2% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | −0.7% | −0.7% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +9.5% | +9.5% | $18.9B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −10.0% | −10.0% | $18.5B | |
| 9 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +14.9% | +14.9% | $15.1B | |
| 10 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +20.8% | +20.8% | $14.9B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +8.3% | +8.3% | $10.5B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +10.2% | +10.2% | $8.9B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.1% | +12.7% | +12.7% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.8% | −8.4% | −8.4% | $6.6B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +10.3% | +10.3% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.6% | +15.2% | +15.2% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 5, 2026
HWSM Payouts by Year
1YLatest payout, Dec 2025
$0.36
a share
1.1% yield
1.1% yield
1 years added up
$0.36 a share
$0.36 a share
Hotchkis & Wiley HWSM · per-share distributions by ex-date · 2025–2025
HWSM’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.3% | −3.9% | +9.5% | +12.9% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | −3.5% | +10.7% | +12.4% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | −3.5% | +12.8% | +15.3% | $58.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.1% | −3.9% | +9.2% | +12.5% | $26.2B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.9% | −2.6% | +19.2% | +24.3% | $22.8B | |
| 6 | HWSM | Hotchkis & Wiley SMID Cap Diversified Value FundThis fund | 0.55% | 1.1% | −2.1% | +18.3% | +23.8% | $2.9M |
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HWSM and its peer group · total return · as of Nov 6, 2026
Cards for This View
HWSM’s Top 10 Holdings
Today14.7%of HWSM sits in these 10
Hotchkis & Wiley HWSM · weight in the fund · as of Nov 5, 2026
HWSM’s Holdings
TodayGEHCGE HealthCare Technologies2.2%WDAY2.0%PPG1.7%D1.5%APA1.4%FFIV1.3%AIG1.3%HST1.1%ACGL1.1%ERIC1.0%FCNCA1.0%CRBG1.0%ES1.0%MGA1.0%BEN1.0%WAL0.9%SYF0.9%ALLY0.9%NFG0.9%FLR0.8%SWK0.7%POOL0.7%
GEHCGE HealthCare Technologies2.2%WDAY2.0%PPG1.7%D1.5%APA1.4%FFIV1.3%AIG1.3%HST1.1%ACGL1.1%ERIC1.0%FCNCA1.0%CRBG1.0%
Financial ServicesConsumer CyclicalTechnologyIndustrialsHealthcareEnergyOther
Hotchkis & Wiley HWSM · 0 holdings · tile size = share of the fund · as of Nov 5, 2026
HWSM vs Peer Average
YTDHWSMAvsBPeer average
1D−2.1%−3.6%
1M+7.4%−0.9%
3M+0.2%−5.9%
YTD+18.3%+9.9%
1Y+23.8%+13.5%
3Y[…]+62.1%
5Y[…]+39.2%
5–0HWSM wins
107 Mid cap peers · each row scaled to its leader