HWLIX vs. AVLV
Compare and contrast key facts about Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Avantis U.S. Large Cap Value ETF (AVLV).
HWLIX is managed by Hotchkis & Wiley. It was launched on Jun 24, 1987. AVLV is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HWLIX or AVLV.
Correlation
The correlation between HWLIX and AVLV is 0.92, 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
HWLIX vs. AVLV - Performance Comparison
Key characteristics
HWLIX:
0.42
AVLV:
1.31
HWLIX:
0.61
AVLV:
1.88
HWLIX:
1.09
AVLV:
1.24
HWLIX:
0.41
AVLV:
1.96
HWLIX:
1.13
AVLV:
6.09
HWLIX:
5.79%
AVLV:
2.73%
HWLIX:
15.58%
AVLV:
12.67%
HWLIX:
-73.16%
AVLV:
-19.34%
HWLIX:
-10.58%
AVLV:
-3.49%
Returns By Period
In the year-to-date period, HWLIX achieves a 4.12% return, which is significantly higher than AVLV's 2.49% return.
HWLIX
4.12%
-0.30%
-5.05%
5.41%
5.88%
6.21%
AVLV
2.49%
-1.77%
6.61%
14.63%
N/A
N/A
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HWLIX vs. AVLV - Expense Ratio Comparison
HWLIX has a 0.95% expense ratio, which is higher than AVLV's 0.15% expense ratio.
Risk-Adjusted Performance
HWLIX vs. AVLV — Risk-Adjusted Performance Rank
HWLIX
AVLV
HWLIX vs. AVLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Avantis U.S. Large Cap Value ETF (AVLV). 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
HWLIX vs. AVLV - Dividend Comparison
HWLIX's dividend yield for the trailing twelve months is around 1.64%, more than AVLV's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | 1.64% | 1.71% | 1.71% | 1.36% | 0.86% | 1.65% | 1.62% | 2.31% | 1.67% | 1.94% | 1.59% | 2.88% |
AVLV Avantis U.S. Large Cap Value ETF | 1.54% | 1.58% | 1.85% | 2.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HWLIX vs. AVLV - Drawdown Comparison
The maximum HWLIX drawdown since its inception was -73.16%, which is greater than AVLV's maximum drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for HWLIX and AVLV. For additional features, visit the drawdowns tool.
Volatility
HWLIX vs. AVLV - Volatility Comparison
Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Avantis U.S. Large Cap Value ETF (AVLV) have volatilities of 3.23% and 3.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.