Hotchkis & Wiley SMID Cap Diversified Value ETF (HWSM) belongs to the Mid Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with HWSM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HWSM
HWSM charges 0.55% annually. There are 35 ETFs in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value ETF | 0.05% | 36.60B | Aug 2006 | HWSM vs VOE | |
| iShares Morningstar Mid-Cap ETF | 0.06% | 1.11B | Jun 2004 | HWSM vs IMCV | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | HWSM vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.40B | Sep 2010 | HWSM vs IVOV | |
| WisdomTree U.S. Value Fund | 0.12% | 3.08B | Feb 2007 | HWSM vs WTV |
Best Risk-Adjusted Alternatives to HWSM
HWSM has a PortfoliosLab risk / return rank of 50. There are 22 ETFs in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 89 | 32.31M | Jul 2017 | HWSM vs EQRR | |
| Invesco S&P Ultra Dividend Revenue ETF | 80 | 1.31B | Oct 2013 | HWSM vs RDIV | |
| Alpha Architect U.S. Quantitative Value ETF | 80 | 509.34M | Oct 2014 | HWSM vs QVAL | |
| First Trust Dorsey Wright Momentum & Value ETF | 79 | 46.39M | Sep 2018 | HWSM vs DVLU | |
| Bushido Capital US SMID Cap Equity ETF | 77 | — | May 2025 | HWSM vs RNIN |
Top Performing HWSM Alternatives (YTD)
HWSM is at 13.91% YTD. There are 18 ETFs in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 26.22% | 32.31M | Jul 2017 | HWSM vs EQRR | |
| Research Affiliates Deletions ETF | 24.11% | 34.44M | Sep 2024 | HWSM vs NIXT | |
| Bushido Capital US SMID Cap Equity ETF | 21.17% | — | May 2025 | HWSM vs RNIN | |
| Invesco High Yield Equity Dividend Achievers™ ETF | 19.01% | 1.11B | Dec 2004 | HWSM vs PEY | |
| Harbor Mid Cap Value ETF | 18.73% | 4.70M | May 2025 | HWSM vs EPMV |
Lowest Volatility Alternatives to HWSM
HWSM has 15.34% 1-year volatility. There are 40 ETFs in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 9.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | 9.90% | 8.15B | Aug 2003 | HWSM vs FVD | |
| Global X Adaptive U.S. Factor ETF | 10.37% | 866.42M | Aug 2018 | HWSM vs AUSF | |
| SPDR S&P Dividend ETF | 10.51% | 21.52B | Nov 2005 | HWSM vs SDY | |
| Timothy Plan High Dividend Stock ETF | 10.59% | 341.43M | Apr 2019 | HWSM vs TPHD | |
| Global X SuperDividend U.S. ETF | 10.62% | 763.44M | Mar 2013 | HWSM vs DIV |
Lowest Drawdown Alternatives to HWSM
HWSM has a 1-year max drawdown of -10.23%. There are 36 ETFs in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.31B | Oct 2013 | HWSM vs RDIV | |
| ProShares Equities for Rising Rates ETF | -4.95% | 32.31M | Jul 2017 | HWSM vs EQRR | |
| Global X SuperDividend U.S. ETF | -5.23% | 763.44M | Mar 2013 | HWSM vs DIV | |
| Bushido Capital US SMID Cap Equity ETF | -5.70% | — | May 2025 | HWSM vs RNIN | |
| Global X Adaptive U.S. Factor ETF | -5.84% | 866.42M | Aug 2018 | HWSM vs AUSF |
Often Compared With HWSM
Investors most often compare HWSM with ACLO, BENJ, APMU. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare HWSM with Any Fund or Stock
Compare HWSM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HWSM with funds that move differently
Hotchkis & Wiley SMID Cap Diversified Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HWSM.
Explore HWSM Diversifiers