ETFs most similar to HWO
The funds whose holdings overlap Hotchkis & Wiley Opportunities Fund the most, by weight. as of Jun 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with HWO | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| HWOHotchkis & Wiley Opportunities Fund | Large Cap Blend | — | 0.90% | — | — | — | |
| HWGVHotchkis & Wiley Global Value Fund | Global | 39% | 0.70% | — | — | — | side by side |
| HWMVHotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value | 32% | 0.94% | — | — | — | side by side |
| HWSMHotchkis & Wiley SMID Cap Diversified Value Fund | Mid Cap Value | 25% | 0.55% | $2.8M | +11.9% | 1.20% | side by side |
| CSTKInvesco Comstock Contrarian Equity ETF | Large Cap Value | 14% | — | — | +17.9% | 1.80% | side by side |
| EAGLEagle Capital Select Equity ETF | Large Cap Blend | 14% | 0.80% | $4.8B | +11.0% | 0.50% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.