HWSM vs CLOD
Comparison between HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND (HWSM, ETF) and THEMES CLOUD COMPUTING ETF (CLOD, ETF).
HWSM vs CLOD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HWSM
$2.70M
CLOD
$2.70M
Expense Ratio
HWSM
0.55%
Winner
CLOD
0.35%
Max Drawdown
Winner
HWSM
15.67%
CLOD
32.36%
Sharpe Ratio
Winner
HWSM
1.28
CLOD
-0.27
5Y Beta
Winner
HWSM
0.92
CLOD
1.13
P/E Ratio
Winner
HWSM
17.51
CLOD
47.20
Forward P/E
Winner
HWSM
11.65
CLOD
21.08
PEG Ratio
HWSM
N/A
CLOD
0.07
5Y EPS CAGR
HWSM
8.27%
Winner
CLOD
25.88%
Debt to Equity
HWSM
68.53%
Winner
CLOD
43.45%
P/S Ratio
Winner
HWSM
0.98
CLOD
7.84
P/B Ratio
Winner
HWSM
1.76
CLOD
7.86
HWSM vs CLOD - Holdings Comparison
HWSM and CLOD have 3 common holdings. Overlap is 1.94%
HWSM's top 25 holdings weight is 32.32%. CLOD's top 25 holdings weight is 85.79%.
| Rank | HWSM | CLOD |
|---|---|---|
| #1 | F5 INC (FFIV) - 2.60% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 6.37% |
| #2 | TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 2.22% | PALO ALTO NETWORKS INC (PANW) - 5.82% |
| #3 | PPG INDUSTRIES INC (PPG) - 2.03% | ORACLE CORP (ORCL) - 5.81% |
| #4 | DOMINION ENERGY INC (D) - 1.94% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.24% |
| #5 | WORKDAY INC CLASS A (WDAY) - 1.91% | SERVICENOW INC (NOW) - 4.67% |
| #6 | APA CORP (APA) - 1.63% | CADENCE DESIGN SYSTEMS INC (CDNS) - 4.06% |
| #7 | n/a (GEHC) - 1.56% | MICROSOFT CORP (MSFT) - 3.91% |
| #8 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.32% | SALESFORCE INC (CRM) - 3.85% |
| #9 | LEAR CORP (LEA) - 1.20% | SAP SE (n/a) - 3.81% |
| #10 | THE TIMKEN CO (TKR) - 1.20% | ALPHABET INC CLASS A (GOOGL) - 3.72% |
| #11 | STATE STREET CORP (STT) - 1.19% | ADOBE INC (ADBE) - 3.69% |
| #12 | HOST HOTELS & RESORTS INC (HST) - 1.12% | AMAZON.COM INC (AMZN) - 3.60% |
| #13 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.12% | SYNOPSYS INC (SNPS) - 3.40% |
| #14 | SOLVENTUM CORP (SOLV) - 1.05% | FORTINET INC (FTNT) - 3.28% |
| #15 | n/a (UHAL-B) - 1.03% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.08% |
| #16 | HUMANA INC (HUM) - 1.02% | CLOUDFLARE INC (NET) - 3.04% |
| #17 | STANLEY BLACK & DECKER INC (SWK) - 0.98% | DATADOG INC CLASS A (DDOG) - 3.03% |
| #18 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 0.97% | INTUIT INC (INTU) - 2.93% |
| #19 | AXALTA COATING SYSTEMS LTD (AXTA) - 0.95% | MERCADOLIBRE INC (MELI) - 2.81% |
| #20 | CNH INDUSTRIAL NV (CNH) - 0.91% | PROSUS NV ORDINARY SHARES CLASS N (n/a) - 2.14% |
| #21 | CENTENE CORP (CNC) - 0.90% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 1.89% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 0.90% | AUTODESK INC (ADSK) - 1.78% |
| #23 | SENSATA TECHNOLOGIES HOLDING PLC (ST) - 0.87% | STRATEGY INC CLASS A (MSTR) - 1.56% |
| #24 | EVERSOURCE ENERGY (ES) - 0.85% | PAYCHEX INC (PAYX) - 1.16% |
| #25 | EXELON CORP (EXC) - 0.85% | MONGODB INC CLASS A (MDB) - 1.14% |
| Total Holdings | 166 | 58 |
HWSM vs CLOD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HWSM
+6.38%
CLOD
+3.06%
3M
Winner
HWSM
+13.86%
CLOD
+12.52%
6M
Winner
HWSM
+11.21%
CLOD
-6.98%
1Y
Winner
HWSM
+25.37%
CLOD
-7.11%
Max(CAGR)
Winner
HWSM
+21.19%
CLOD
+8.87%
HWSM vs CLOD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HWSM | CLOD |
|---|---|---|
| 2026 | +11.77% | -3.29% |
| 2025 | +11.52% | +7.29% |
| 2024 | N/A | +24.34% |
| 2023 | N/A | +0.43% |
HWSM vs CLOD Drawdown Comparison
The maximum drawdown for HWSM was -15.67%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for CLOD was -31.37%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current CLOD drawdown is -14.68%.
| Rank | HWSM | CLOD |
|---|---|---|
| #1 | -15.67% Apr 2, 2025 - Jun 27, 2025 | -31.37% Sep 22, 2025 - Mar 27, 2026 |
| #2 | -10.23% Feb 20, 2026 - May 26, 2026 | -24.43% Feb 18, 2025 - Jun 6, 2025 |
| #3 | -6.82% Sep 11, 2025 - Dec 10, 2025 | -12.99% Feb 9, 2024 - Oct 8, 2024 |
| #4 | -4.61% Jul 23, 2025 - Aug 13, 2025 | -10.07% Dec 4, 2024 - Feb 13, 2025 |
| #5 | -3.07% Jul 10, 2025 - Jul 23, 2025 | -5.79% Jul 29, 2025 - Sep 9, 2025 |
| #6 | -2.20% Jan 15, 2026 - Jan 21, 2026 | -5.02% Dec 19, 2023 - Jan 11, 2024 |
| #7 | -2.01% Dec 11, 2025 - Jan 5, 2026 | -3.61% Jul 3, 2025 - Jul 29, 2025 |
| #8 | -1.77% Jan 22, 2026 - Feb 4, 2026 | -3.42% Nov 13, 2024 - Nov 21, 2024 |
| #9 | -1.63% Aug 13, 2025 - Aug 22, 2025 | -2.99% Oct 14, 2024 - Oct 29, 2024 |
| #10 | -1.47% Feb 6, 2026 - Feb 18, 2026 | -2.96% Jun 6, 2025 - Jun 26, 2025 |
| #11 | -1.42% Jul 3, 2025 - Jul 10, 2025 | -2.64% Jan 29, 2024 - Feb 7, 2024 |
| #12 | -1.16% Jan 6, 2026 - Jan 8, 2026 | -2.11% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -1.15% Sep 5, 2025 - Sep 11, 2025 | -1.63% Nov 26, 2024 - Dec 4, 2024 |
| #14 | -1.14% Aug 27, 2025 - Sep 4, 2025 | -1.34% Jun 30, 2025 - Jul 3, 2025 |
| #15 | -1.11% Feb 4, 2026 - Feb 6, 2026 | -1.07% Sep 9, 2025 - Sep 15, 2025 |
Correlation
Correlation between HWSM and CLOD is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.22
-101
Dividend Comparison (2025 - 2025)
HWSM vs CLOD dividend yield comparison.
| Year | HWSM | CLOD |
|---|---|---|
| 2025 | 1.33% | 1.47% |
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