HWAIX vs. SCHD
Compare and contrast key facts about Hotchkis & Wiley Value Opportunities Fund (HWAIX) and Schwab US Dividend Equity ETF (SCHD).
HWAIX is managed by Hotchkis & Wiley. It was launched on Dec 31, 2002. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HWAIX or SCHD.
Correlation
The correlation between HWAIX and SCHD is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HWAIX vs. SCHD - Performance Comparison
Key characteristics
HWAIX:
0.69
SCHD:
1.03
HWAIX:
0.94
SCHD:
1.53
HWAIX:
1.15
SCHD:
1.18
HWAIX:
0.82
SCHD:
1.47
HWAIX:
2.31
SCHD:
3.92
HWAIX:
4.60%
SCHD:
3.00%
HWAIX:
15.47%
SCHD:
11.46%
HWAIX:
-70.08%
SCHD:
-33.37%
HWAIX:
-7.83%
SCHD:
-5.80%
Returns By Period
In the year-to-date period, HWAIX achieves a 5.06% return, which is significantly higher than SCHD's 0.88% return. Over the past 10 years, HWAIX has underperformed SCHD with an annualized return of 5.00%, while SCHD has yielded a comparatively higher 11.05% annualized return.
HWAIX
5.06%
3.81%
3.70%
10.36%
7.86%
5.00%
SCHD
0.88%
0.88%
5.02%
11.27%
11.03%
11.05%
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HWAIX vs. SCHD - Expense Ratio Comparison
HWAIX has a 0.94% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HWAIX vs. SCHD — Risk-Adjusted Performance Rank
HWAIX
SCHD
HWAIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Value Opportunities Fund (HWAIX) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HWAIX vs. SCHD - Dividend Comparison
HWAIX's dividend yield for the trailing twelve months is around 1.24%, less than SCHD's 3.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWAIX Hotchkis & Wiley Value Opportunities Fund | 1.24% | 1.30% | 1.03% | 0.26% | 1.29% | 2.52% | 1.11% | 1.32% | 1.79% | 2.22% | 2.15% | 1.52% |
SCHD Schwab US Dividend Equity ETF | 3.61% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
HWAIX vs. SCHD - Drawdown Comparison
The maximum HWAIX drawdown since its inception was -70.08%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HWAIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
HWAIX vs. SCHD - Volatility Comparison
Hotchkis & Wiley Value Opportunities Fund (HWAIX) has a higher volatility of 3.94% compared to Schwab US Dividend Equity ETF (SCHD) at 3.60%. This indicates that HWAIX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.