ETFs most similar to HWSM
The funds whose holdings overlap Hotchkis & Wiley SMID Cap Diversified Value Fund the most, by weight. as of Jun 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with HWSM | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| HWSMHotchkis & Wiley SMID Cap Diversified Value Fund | Mid Cap Value | — | 0.55% | $2.8M | +11.9% | 1.20% | |
| HWMVHotchkis & Wiley Mid-Cap Value Fund | Mid Cap Value | 34% | 0.94% | — | — | — | side by side |
| FNKFirst Trust Mid Cap Value AlphaDEX Fund | Multi-Factor | 26% | 0.74% | $217M | +9.0% | 1.63% | side by side |
| HWOHotchkis & Wiley Opportunities Fund | Large Cap Blend | 25% | 0.90% | — | — | — | side by side |
| HWGVHotchkis & Wiley Global Value Fund | Global | 20% | 0.70% | — | — | — | side by side |
| FNXFirst Trust Mid Cap Core AlphaDEX Fund | Multi-Factor | 20% | 0.62% | $1.3B | +8.2% | 1.01% | 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.