— Know what they know.
Not Investment Advice

HWGV

Hotchkis & Wiley Global Value Fund
1W: -1.9% 1M: -4.4% YTD: -4.2%
$23.95
+0.06 (+0.25%)
 
Weekly Expected Move ±1.5%
$23 $24 $24 $24 $25
ETF NASDAQ · AUM $478994

Similar ETFs

20 peers by holdings overlap (59 holdings)
HWO
Hotchkis & Wiley Opportunities Fund
37.9%
Shared23 holdings
Total53
AUM$909M
Price$26.02
HWIV
Hotchkis & Wiley International Value Fund
29.9%
Shared19 holdings
Total55
AUM—
Price$25.43
VWNAX
Vanguard Windsor II Fund Admiral Shares
26.9%
Shared38 holdings
Total178
AUM$64.5B
Price$91.49
HWMV
Hotchkis & Wiley Mid-Cap Value Fund
26.5%
Shared16 holdings
Total69
AUM—
Price$24.54
HWSM
Hotchkis & Wiley SMID Cap Diversified Value Fund
17.4%
Shared16 holdings
Total172
AUM$3M
Price$29.97
FCFY
First Trust S&P 500 Diversified Free Cash Flow ETF
16.4%
Shared14 holdings
Total96
AUM$1M
Price$29.07
OAKM
Oakmark U.S. Large Cap ETF
16.3%
Shared8 holdings
Total39
AUM$1.0B
Price$29.42
IEXF.SWW
ETF
15.9%
Shared90 holdings
Total—
AUM—
Price—
ID25.SWN
ETF
15.4%
Shared13 holdings
Total—
AUM—
Price—
ID25CL.SWN
ETF
15.4%
Shared13 holdings
Total—
AUM—
Price—
USFE
First Eagle US Equity ETF
15.4%
Shared9 holdings
Total53
AUM$1.5B
Price$35.78
DBLV
AdvisorShares DoubleLine Value Equity ETF
15.2%
Shared7 holdings
Total49
AUM$45M
Price$87.07
OAKG
Oakmark Global Large Cap ETF
14.5%
Shared9 holdings
Total50
AUM$21M
Price$25.89
FETKX
Fidelity Equity Dividend Income Fund Class K
13.6%
Shared11 holdings
Total125
AUM$7.9B
Price$32.40
IUVE.AS
iShares MSCI USA Value Factor Advanced UCITS ETF USD Acc
13.5%
Shared17 holdings
Total—
AUM$131M
Price$9.40
IUVE.SW
ETF
13.5%
Shared17 holdings
Total—
AUM—
Price—
ZVU.TO
BMO MSCI USA Value Index ETF
13.3%
Shared17 holdings
Total—
AUM$86M
Price$56.70
PZLV
Pzena U.S. Large Cap Value ETF
12.9%
Shared8 holdings
Total39
AUM$36M
Price$30.04
HVAL
ALPS Hillman Active Value ETF
12.9%
Shared7 holdings
Total45
AUM$6M
Price$24.45
VWNEX
Vanguard Windsor Admiral
12.7%
Shared16 holdings
Total129
AUM$24.2B
Price$81.80

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
HWGV — 56 29.8% 3.4 0.9 0.9 30.2% 27.6% 2.59% +10.7% +13.8% 52.5 6.4
HWO $909M 53 45.6% 22.2 5.1 4.4 24.8% 19.6% 1.95% +6.5% +12.2% 54.7 6.7
HWIV — 55 32.2% 7.6 1.4 1.2 19.9% 15.5% 3.18% +12.3% +20.0% 52.2 6.4
VWNAX $64.5B 178 18.7% 11.8 3.1 3.6 31.1% 30.8% 1.78% +12.6% +23.9% 57.3 6.5
HWMV — 69 34.1% 13.2 1.4 0.7 8.2% 4.0% 2.11% +6.1% +8.2% 45.0 6.1
HWSM $3M 172 14.8% 12.5 1.6 0.9 11.4% 6.8% 2.28% +7.9% +25.1% 49.6 6.3
FCFY $1M 96 32.8% 16.8 2.8 1.1 15.2% 6.0% 1.92% +8.1% +10.5% 56.6 6.6
OAKM $1.0B 39 34.9% 18.7 3.7 3.5 21.3% 19.0% 1.59% +10.3% +17.6% 51.9 6.2
IEXF.SWW — — —% 22.9 5.9 4.0 26.9% 17.1% 2.46% +6.3% +6.7% 57.5 6.3
ID25.SWN — — —% 22.1 4.3 3.0 20.5% 13.3% 2.47% +7.2% +28.2% 50.1 6.5
ID25CL.SWN — — —% 22.1 4.3 3.0 20.5% 13.3% 2.47% +7.2% +28.2% 50.1 6.5

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms