HWSM yields 1.34% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, HWSM + JEPI cover 0 of 12 months — good coverage
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The Hotchkis & Wiley SMID Cap Diversified Value Fund (Ticker: HWSM) is an exchange-traded fund (ETF) managed by Hotchkis & Wiley Capital Management, LLC. Launched on March 31, 2025, the fund focuses on investing in value stocks across diversified market capitalizations, specifically targeting companies within the market capitalization range of the Russell 2000 Index and the Russell Midcap Index. The fund employs a bottom-up stock-picking approach, utilizing fundamental analysis to construct its portfolio.
Full HWSM Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.