HomeCompareHWSM vs KO

HWSM vs KO: Dividend Comparison 2026

HWSM yields 1.34% · KO yields 2.71%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KO wins by $12.5K in total portfolio value
10 years
HWSM
HWSM
● Live price
1.34%
Share price
$26.99
Annual div
$0.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.6K
Annual income
$146.15
Full HWSM calculator →
KO
The Coca-Cola Company
● Live price
2.71%
Share price
$76.05
Annual div
$2.06
5Y div CAGR
24.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$4,323.37
Full KO calculator →

Portfolio growth — HWSM vs KO

📍 KO pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodHWSMKO
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, HWSM + KO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HWSM pays
KO pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

HWSM
Annual income on $10K today (after 15% tax)
$113.89/yr
After 10yr DRIP, annual income (after tax)
$124.23/yr
KO
Annual income on $10K today (after 15% tax)
$230.24/yr
After 10yr DRIP, annual income (after tax)
$3,674.86/yr
At 15% tax rate, KO beats the other by $3,550.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HWSM + KO for your $10,000?

HWSM: 50%KO: 50%
100% KO50/50100% HWSM
Portfolio after 10yr
$27.9K
Annual income
$2,234.76/yr
Blended yield
8.02%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on KO right now

HWSM
No analyst data
KO
Analyst Ratings
29
Buy
16
Hold
3
Sell
Consensus: Buy
Price Target
$84.88
+11.6% upside vs current
Range: $81.00 — $88.00
Altman Z
5.0
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HWSM buys
0
KO buys
0
No recent congressional trades found for HWSM or KO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHWSMKO
Forward yield1.34%2.71%
Annual dividend / share$0.36$2.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%24.3%
Portfolio after 10y$21.6K$34.1K
Annual income after 10y$146.15$4,323.37
Total dividends collected$1.4K$15.6K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: HWSM vs KO ($10,000, DRIP)

YearHWSM PortfolioHWSM Income/yrKO PortfolioKO Income/yrGap
1← crossover$10,834$133.99$10,847$336.70$13.00KO
2$11,728$135.67$11,832$431.92$104.00KO
3$12,686$137.26$12,992$557.22$306.00KO
4$13,713$138.76$14,379$723.66$666.00KO
5$14,813$140.18$16,059$947.18$1.2KKO
6$15,992$141.51$18,129$1,251.14$2.1KKO
7$17,254$142.78$20,724$1,670.45$3.5KKO
8$18,605$143.97$24,040$2,258.40$5.4KKO
9$20,053$145.09$28,364$3,098.25$8.3KKO
10$21,603$146.15$34,134$4,323.37$12.5KKO

HWSM vs KO: Complete Analysis 2026

HWSMStock

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 →

KOConsumer Staples

The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks, sparkling flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers, such as restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Dasani, dogadan, FUZE TEA, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, Ice Dew, I LOHAS, Powerade, Topo Chico, AdeS, Del Valle, fairlife, innocent, Minute Maid, and Minute Maid Pulpy brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.

Full KO Calculator →
📬

Get this HWSM vs KO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HWSM vs SCHDHWSM vs JEPIHWSM vs OHWSM vs MAINHWSM vs PEPHWSM vs PGHWSM vs JNJHWSM vs MCD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.