HWSIX vs. IWM
Compare and contrast key facts about Hotchkis & Wiley Small Cap Value Fund (HWSIX) and iShares Russell 2000 ETF (IWM).
HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HWSIX or IWM.
Correlation
The correlation between HWSIX and IWM is 0.89, 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
HWSIX vs. IWM - Performance Comparison
Key characteristics
HWSIX:
0.15
IWM:
0.64
HWSIX:
0.33
IWM:
1.04
HWSIX:
1.04
IWM:
1.12
HWSIX:
0.18
IWM:
0.71
HWSIX:
0.44
IWM:
2.78
HWSIX:
6.25%
IWM:
4.51%
HWSIX:
18.68%
IWM:
19.63%
HWSIX:
-77.88%
IWM:
-59.05%
HWSIX:
-10.69%
IWM:
-7.21%
Returns By Period
In the year-to-date period, HWSIX achieves a 3.23% return, which is significantly higher than IWM's 1.49% return. Over the past 10 years, HWSIX has underperformed IWM with an annualized return of 2.81%, while IWM has yielded a comparatively higher 7.67% annualized return.
HWSIX
3.23%
-1.27%
-0.92%
3.46%
9.39%
2.81%
IWM
1.49%
-2.41%
5.68%
14.63%
7.46%
7.67%
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HWSIX vs. IWM - Expense Ratio Comparison
HWSIX has a 1.06% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
HWSIX vs. IWM — Risk-Adjusted Performance Rank
HWSIX
IWM
HWSIX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Small Cap Value Fund (HWSIX) and iShares Russell 2000 ETF (IWM). 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
HWSIX vs. IWM - Dividend Comparison
HWSIX's dividend yield for the trailing twelve months is around 1.05%, less than IWM's 1.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWSIX Hotchkis & Wiley Small Cap Value Fund | 1.05% | 1.09% | 0.61% | 0.64% | 0.36% | 0.80% | 0.88% | 0.70% | 0.47% | 0.41% | 0.32% | 0.21% |
IWM iShares Russell 2000 ETF | 1.13% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
HWSIX vs. IWM - Drawdown Comparison
The maximum HWSIX drawdown since its inception was -77.88%, which is greater than IWM's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for HWSIX and IWM. For additional features, visit the drawdowns tool.
Volatility
HWSIX vs. IWM - Volatility Comparison
Hotchkis & Wiley Small Cap Value Fund (HWSIX) has a higher volatility of 4.05% compared to iShares Russell 2000 ETF (IWM) at 3.72%. This indicates that HWSIX's price experiences larger fluctuations and is considered to be riskier than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.