HWLIX vs. VOOV
Compare and contrast key facts about Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Vanguard S&P 500 Value ETF (VOOV).
HWLIX is managed by Hotchkis & Wiley. It was launched on Jun 24, 1987. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HWLIX or VOOV.
Correlation
The correlation between HWLIX and VOOV is 0.91, 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. VOOV - Performance Comparison
Key characteristics
HWLIX:
0.63
VOOV:
1.49
HWLIX:
0.87
VOOV:
2.14
HWLIX:
1.14
VOOV:
1.26
HWLIX:
0.62
VOOV:
1.86
HWLIX:
1.73
VOOV:
5.42
HWLIX:
5.67%
VOOV:
2.83%
HWLIX:
15.58%
VOOV:
10.31%
HWLIX:
-73.16%
VOOV:
-37.31%
HWLIX:
-9.77%
VOOV:
-4.03%
Returns By Period
In the year-to-date period, HWLIX achieves a 5.06% return, which is significantly higher than VOOV's 3.08% return. Over the past 10 years, HWLIX has underperformed VOOV with an annualized return of 6.39%, while VOOV has yielded a comparatively higher 10.12% annualized return.
HWLIX
5.06%
1.71%
-2.12%
7.02%
5.84%
6.39%
VOOV
3.08%
2.13%
4.63%
13.15%
10.86%
10.12%
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HWLIX vs. VOOV - Expense Ratio Comparison
HWLIX has a 0.95% expense ratio, which is higher than VOOV's 0.10% expense ratio.
Risk-Adjusted Performance
HWLIX vs. VOOV — Risk-Adjusted Performance Rank
HWLIX
VOOV
HWLIX vs. VOOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Large Cap Value Fund (HWLIX) and Vanguard S&P 500 Value ETF (VOOV). 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. VOOV - Dividend Comparison
HWLIX's dividend yield for the trailing twelve months is around 1.63%, less than VOOV's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWLIX Hotchkis & Wiley Large Cap Value Fund | 1.63% | 1.71% | 1.71% | 1.36% | 0.86% | 1.65% | 1.62% | 2.31% | 1.67% | 1.94% | 1.59% | 2.88% |
VOOV Vanguard S&P 500 Value ETF | 2.04% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% |
Drawdowns
HWLIX vs. VOOV - Drawdown Comparison
The maximum HWLIX drawdown since its inception was -73.16%, which is greater than VOOV's maximum drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for HWLIX and VOOV. For additional features, visit the drawdowns tool.
Volatility
HWLIX vs. VOOV - Volatility Comparison
Hotchkis & Wiley Large Cap Value Fund (HWLIX) has a higher volatility of 3.05% compared to Vanguard S&P 500 Value ETF (VOOV) at 2.37%. This indicates that HWLIX's price experiences larger fluctuations and is considered to be riskier than VOOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.