Overview Holdings Performance Dividends Similar Etfs Correlations

6 Stock and 94 ETF HWSM (HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND) alternatives

The most close HWSM (HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND) alternative is company U.S. Xpress Enterprises (USX). The correlation is 1.

Stocks that highly correlated with HWSM

Symbol	Name	Market cap	Sector	Industry	Correlation
USX	U.S. Xpress Enterprises Inc - Class A	$332M	Industrials	Trucking	1.00
AACI	Armada Acquisition Corp I	$77M	Financial Services	Shell Companies	0.98
SWK	Stanley Black & Decker Inc	$13B	Industrials	Tools & Accessories	0.95
AUB	Atlantic Union Bankshares Corp	$6.01B	Financial Services	Banks - Regional	0.94
VYLD	J P Morgan Chase & Co Inverse VIX ShortTerm Futures ETNs due March 22 2045	$81B	N/A	N/A	0.93
EFSC	Enterprise Financial Services Corp	$2.43B	Financial Services	Banks - Regional	0.91

ETFs that highly correlated with HWSM

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
FDIV	MARKETDESK FOCUSED U.S. DIVIDEND ETF	$72M	0.35%	Sep 19, 2023	0.95
BUSA	BRANDES U.S. VALUE ETF	$298M	0.60%	Oct 3, 2023	0.95
MFSV	MFS ACTIVE VALUE ETF	$526M	0.44%	Dec 4, 2024	0.95
CVY	INVESCO ZACKS MULTI-ASSET INCOME ETF	$121M	1.21%	Sep 21, 2006	0.94
IMCV	ISHARES MORNINGSTAR MID-CAP VALUE ETF	$1.10B	0.06%	Jun 28, 2004	0.94
BDJ	BlackRock Enhanced Equity Dividend Trust	$1.80B	N/A	N/A	0.94
ASLV	ALLSPRING SPECIAL LARGE VALUE ETF	$228M	0.35%	Mar 26, 2025	0.94
DON	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	$4B	0.38%	Jun 16, 2006	0.94
MDYV	STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF	$2.70B	0.15%	Nov 8, 2005	0.94
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	$8.70B	0.18%	Jul 24, 2000	0.94
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES	$1.50B	0.10%	Sep 7, 2010	0.94
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$845M	0.13%	Feb 13, 2018	0.94
RSMR	FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - MARCH	$11M	0.85%	Mar 21, 2025	0.94
KNGZ	FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF	$62M	0.50%	Jun 20, 2017	0.94
ONEY	STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF	$727M	0.20%	Dec 2, 2015	0.93
UPGD	INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF	$118M	0.40%	May 19, 2006	0.93
RPV	INVESCO S&P 500 PURE VALUE ETF	$1.70B	0.35%	Mar 1, 2006	0.93
CZA	INVESCO ZACKS MID-CAP ETF	$187M	0.69%	Apr 2, 2007	0.93
ONEV	STATE STREET(R) SPDR(R) RUSSELL 1000 LOW VOLATILITY FOCUS ETF	$342M	0.20%	Dec 1, 2015	0.93
RSDE	FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER	$70M	0.85%	Dec 19, 2024	0.93
OUSM	ALPS \| O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES	$878M	0.48%	Dec 30, 2016	0.93
VOE	VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES	$37B	0.05%	Aug 17, 2006	0.93
FFLV	FIDELITY FUNDAMENTAL LARGE CAP VALUE ETF	$16M	0.38%	Feb 22, 2024	0.93
HYDB	ISHARES HIGH YIELD SYSTEMATIC BOND ETF	$1.60B	0.35%	Jul 11, 2017	0.93
LYLD	CAMBRIA LARGECAP SHAREHOLDER YIELD ETF	$6.70M	0.59%	Jul 11, 2024	0.93
AIVL	WISDOMTREE U.S. AI ENHANCED VALUE FUND	$416M	0.38%	Jun 16, 2006	0.93
DGRO	ISHARES CORE DIVIDEND GROWTH ETF	$41B	0.08%	Jun 10, 2014	0.92
HYGW	ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF	$110M	0.69%	Aug 18, 2022	0.92
GMOV	GMO U.S. VALUE ETF	$91M	0.50%	Oct 28, 2024	0.92
FNK	FIRST TRUST MID CAP VALUE ALPHADEX FUND	$221M	0.74%	Apr 19, 2011	0.92
SFGV	SEQUOIA GLOBAL VALUE ETF	$1.10B	0.33%	Jan 17, 2024	0.92
RSPE	Invesco ESG S&P 500 Equal Weight ETF	$68M	0.20%	Nov 17, 2021	0.92
KMAR	Innovator U.S. Small Cap Power Buffer ETF March	$34M	0.79%	Feb 28, 2025	0.92
DFLV	DIMENSIONAL US LARGE CAP VALUE ETF	$6.40B	0.21%	Dec 6, 2022	0.92
DFVE	DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF	$32M	0.20%	Jan 31, 2024	0.92
CTIF	CASTELLAN TARGETED INCOME ETF	$183M	0.45%	Jun 24, 2025	0.92
BLCV	iShares Large Cap Value Active ETF	$375M	0.46%	May 19, 2023	0.92
RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	$94B	0.20%	Apr 24, 2003	0.92
RSSE	FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - SEPTEMBER	$38M	0.85%	Sep 20, 2024	0.92
REVS	COLUMBIA RESEARCH ENHANCED VALUE ETF	$310M	0.19%	Sep 25, 2019	0.92
AOHY	ANGEL OAK HIGH YIELD OPPORTUNITIES ETF	$122M	0.55%	Mar 31, 2009	0.92
GVLU	GOTHAM 1000 VALUE ETF	$233M	0.50%	Jun 7, 2022	0.92
TEQI	T. ROWE PRICE EQUITY INCOME ETF	$413M	0.54%	Aug 4, 2020	0.92
SIHY	HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF	$141M	0.48%	Sep 14, 2021	0.92
ANGL	VANECK FALLEN ANGEL HIGH YIELD BOND ETF	$3.10B	0.25%	Apr 10, 2012	0.92
RSPA	Invesco S&P 500 Equal Weight Income Advantage ETF	$907M	0.29%	Jul 17, 2024	0.92
VTV	VANGUARD VALUE INDEX FUND ETF SHARES	$255B	0.03%	Jan 26, 2004	0.92
DVAL	BRANDYWINEGLOBAL-DYNAMIC US LARGE CAP VALUE ETF	$72M	0.49%	Oct 31, 2014	0.92
FAB	FIRST TRUST MULTI CAP VALUE ALPHADEX FUND	$137M	0.66%	May 8, 2007	0.92
STXV	STRIVE 1000 VALUE ETF	$80M	0.18%	Nov 9, 2022	0.91
FPAG	FPA GLOBAL EQUITY ETF	$540M	0.49%	Dec 16, 2021	0.91
ABCS	ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF	$12M	0.42%	Dec 18, 2023	0.91
EZM	WISDOMTREE U.S. MIDCAP FUND	$939M	0.38%	Feb 23, 2007	0.91
SMHB	UBS AG London Branch	$21M	N/A	Nov 8, 2018	0.91
RZV	INVESCO S&P SMALLCAP 600 PURE VALUE ETF	$285M	0.35%	Mar 1, 2006	0.91
SSPY	STRATIFIED LARGECAP INDEX ETF	$127M	0.45%	Jan 2, 2019	0.91
PGHY	INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF	$220M	0.35%	Jun 20, 2013	0.91
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	$1.20B	N/A	N/A	0.91
BDVG	IMGP BERKSHIRE DIVIDEND GROWTH ETF	$14M	0.55%	Jun 29, 2023	0.91
DVND	TOUCHSTONE DIVIDEND SELECT ETF	$53M	0.50%	Aug 2, 2022	0.91
JAVA	JPMORGAN ACTIVE VALUE ETF	$6.70B	0.44%	Oct 4, 2021	0.91
GTOQ	INVESCO HIGH YIELD SYSTEMATIC BOND ETF	$185M	0.39%	Dec 2, 2020	0.91
BKDV	BNY MELLON DYNAMIC VALUE ETF	$1.60B	0.60%	Nov 1, 2024	0.91
RIV	RiverNorth Opportunities Fund Inc	$330M	N/A	N/A	0.91
BSMC	BRANDES U.S. SMALL-MID CAP VALUE ETF	$166M	0.71%	Oct 3, 2023	0.91
SHUS	STRATIFIED LARGECAP HEDGED ETF	$25M	0.79%	Jun 15, 2021	0.91
NUMV	NUVEEN ESG MID-CAP VALUE ETF	$437M	0.31%	Dec 13, 2016	0.91
JHI	John Hancock Investors Trust	$126M	N/A	N/A	0.91
IQHI	NYLI MACKAY HIGH INCOME ETF	$116M	0.41%	Oct 24, 2022	0.91
EVUS	ISHARES ESG AWARE MSCI USA VALUE ETF	$326M	0.18%	Jan 31, 2023	0.91
DIVY	SOUND EQUITY DIVIDEND INCOME ETF	$29M	0.45%	Dec 30, 2020	0.91
SCHV	SCHWAB U.S. LARGE-CAP VALUE ETF	$16B	0.04%	Dec 11, 2009	0.91
CAMX	CAMBIAR AGGRESSIVE VALUE ETF	$66M	0.59%	Aug 31, 2007	0.91
ISCV	ISHARES MORNINGSTAR SMALL-CAP VALUE ETF	$685M	0.06%	Jun 28, 2004	0.91
PEY	INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF	$1.10B	0.54%	Dec 9, 2004	0.91
XSHD	INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF	$73M	0.30%	Dec 1, 2016	0.91
WTV	WISDOMTREE U.S. VALUE FUND	$2.90B	0.12%	Feb 23, 2007	0.91
DFUV	DIMENSIONAL US MARKETWIDE VALUE ETF	$15B	0.21%	Dec 16, 1998	0.91
JPSV	JPMORGAN ACTIVE SMALL CAP VALUE ETF	$27M	0.55%	Mar 7, 2023	0.91
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	$96B	0.04%	Nov 10, 2006	0.91
DTD	WISDOMTREE U.S. TOTAL DIVIDEND FUND	$1.60B	0.28%	Jun 16, 2006	0.91
CCEF	Calamos CEF Income & Arbitrage ETF	$34M	3.19%	Jan 12, 2024	0.91
FTF	Franklin Ltd Duration Income Trust	$260M	N/A	N/A	0.91
TPOR	DIREXION DAILY TRANSPORTATION BULL 3X SHARES	$21M	N/A	May 3, 2017	0.91
XUDV	Franklin U.S. Dividend Multiplier Index ETF	$74M	0.09%	Jan 21, 2025	0.91
FDHY	FIDELITY ENHANCED HIGH YIELD ETF	$536M	0.35%	Jun 12, 2018	0.91
SMDX	INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF	$133M	0.35%	Feb 27, 2025	0.91
RIET	HOYA CAPITAL HIGH DIVIDEND YIELD ETF	$106M	0.50%	Sep 21, 2021	0.91
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$68B	0.05%	Jan 26, 2004	0.91
IWS	ISHARES RUSSELL MID-CAP VALUE ETF	$16B	0.23%	Jul 17, 2001	0.91
IWDL	UBS AG London Branch	$6.20M	N/A	Feb 5, 2021	0.91
IBHK	ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF	$64M	0.35%	May 22, 2024	0.91
FDVV	FIDELITY HIGH DIVIDEND ETF	$9.70B	0.15%	Sep 12, 2016	0.91
FLOW	GLOBAL X U.S. CASH FLOW KINGS 100 ETF	$37M	0.25%	Jul 10, 2023	0.91