WISIX vs. HWTIX
Compare and contrast key facts about William Blair International Small Cap Growth Fund (WISIX) and Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX).
WISIX is managed by William Blair. It was launched on Oct 31, 2005. HWTIX is managed by Hotchkis & Wiley. It was launched on Jun 29, 2020.
Performance
WISIX vs. HWTIX - Performance Comparison
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WISIX vs. HWTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WISIX William Blair International Small Cap Growth Fund | -1.49% | 15.31% | 0.80% | 14.72% | -34.99% | 11.01% | 32.99% |
HWTIX Hotchkis & Wiley International Small Cap Diversified Value Fund | 0.59% | 30.96% | 4.62% | 20.79% | -8.67% | 16.22% | 34.26% |
Returns By Period
In the year-to-date period, WISIX achieves a -1.49% return, which is significantly lower than HWTIX's 0.59% return.
WISIX
- 1D
- 2.21%
- 1M
- -7.05%
- YTD
- -1.49%
- 6M
- -2.88%
- 1Y
- 11.85%
- 3Y*
- 6.99%
- 5Y*
- -0.95%
- 10Y*
- 4.97%
HWTIX
- 1D
- 2.69%
- 1M
- -6.84%
- YTD
- 0.59%
- 6M
- 3.01%
- 1Y
- 24.98%
- 3Y*
- 15.96%
- 5Y*
- 9.80%
- 10Y*
- —
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WISIX vs. HWTIX - Expense Ratio Comparison
WISIX has a 1.23% expense ratio, which is higher than HWTIX's 0.99% expense ratio.
Return for Risk
WISIX vs. HWTIX — Risk / Return Rank
WISIX
HWTIX
WISIX vs. HWTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Small Cap Growth Fund (WISIX) and Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX). 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.
| WISIX | HWTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.68 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.17 | 2.17 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.34 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 2.18 | -1.23 |
Martin ratioReturn relative to average drawdown | 2.68 | 8.06 | -5.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WISIX | HWTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.68 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.43 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.73 | -0.42 |
Correlation
The correlation between WISIX and HWTIX is 0.76, 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.
Dividends
WISIX vs. HWTIX - Dividend Comparison
WISIX's dividend yield for the trailing twelve months is around 0.62%, less than HWTIX's 4.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WISIX William Blair International Small Cap Growth Fund | 0.62% | 0.61% | 1.78% | 0.88% | 0.21% | 16.20% | 2.09% | 0.31% | 13.84% | 9.94% | 0.36% | 2.31% |
HWTIX Hotchkis & Wiley International Small Cap Diversified Value Fund | 4.65% | 4.68% | 31.95% | 6.64% | 5.32% | 22.94% | 4.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WISIX vs. HWTIX - Drawdown Comparison
The maximum WISIX drawdown since its inception was -64.84%, which is greater than HWTIX's maximum drawdown of -29.57%. Use the drawdown chart below to compare losses from any high point for WISIX and HWTIX.
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Drawdown Indicators
| WISIX | HWTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.84% | -29.57% | -35.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.09% | -10.87% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -47.76% | -29.57% | -18.19% |
Max Drawdown (10Y)Largest decline over 10 years | -47.76% | — | — |
Current DrawdownCurrent decline from peak | -21.04% | -8.35% | -12.69% |
Average DrawdownAverage peak-to-trough decline | -16.61% | -6.47% | -10.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 2.95% | +0.71% |
Volatility
WISIX vs. HWTIX - Volatility Comparison
William Blair International Small Cap Growth Fund (WISIX) has a higher volatility of 6.54% compared to Hotchkis & Wiley International Small Cap Diversified Value Fund (HWTIX) at 6.02%. This indicates that WISIX's price experiences larger fluctuations and is considered to be riskier than HWTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISIX | HWTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.54% | 6.02% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 9.57% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.20% | 15.12% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 22.88% | -5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.24% | 22.19% | -4.95% |