HWSM vs IBX

Comparison between HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND (HWSM, ETF) and Tradr 2X Long IBM Daily ETF (IBX, ETF).

HWSM vs IBX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HWSM(ETF)	IBX(ETF)
Net Assets	$2.60M	$2.70M
Expense Ratio	0.55%	N/A
Max Drawdown	15.67%	30.07%
Sharpe Ratio	1.29	1.64
5Y Beta	0.92	1.61
P/E Ratio	16.63	N/A
Forward P/E	11.54	N/A
5Y EPS CAGR	10.90%	N/A
Debt to Equity	61.17%	N/A
P/S Ratio	1.01	N/A
P/B Ratio	1.77	N/A

Net Assets

HWSM

$2.60M

Winner

IBX

$2.70M

Expense Ratio

HWSM

0.55%

IBX

N/A

Max Drawdown

Winner

HWSM

15.67%

IBX

30.07%

Sharpe Ratio

HWSM

1.29

Winner

IBX

1.64

5Y Beta

Winner

HWSM

0.92

IBX

1.61

P/E Ratio

HWSM

16.63

IBX

N/A

Forward P/E

HWSM

11.54

IBX

N/A

5Y EPS CAGR

HWSM

10.90%

IBX

N/A

Debt to Equity

HWSM

61.17%

IBX

N/A

P/S Ratio

HWSM

1.01

IBX

N/A

P/B Ratio

HWSM

1.77

IBX

N/A

HWSM vs IBX - Historical Returns

Returns include dividend reinvestment.

Period	HWSM	IBX
1 month	+3.42%	+47.74%
3 months	+5.52%	N/A
6 months	+11.17%	N/A
1 year	+25.60%	N/A
Max(CAGR)	+18.97%	+280.85%

HWSM

+3.42%

Winner

IBX

+47.74%

HWSM

+5.52%

IBX

N/A

HWSM

+11.17%

IBX

N/A

HWSM

+25.60%

IBX

N/A

Max(CAGR)

HWSM

+18.97%

Winner

IBX

+280.85%

HWSM vs IBX - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	HWSM	IBX
2026	+8.96%	+30.64%
2025	+11.52%	N/A

HWSM vs IBX Drawdown Comparison

The maximum drawdown for HWSM was -15.67%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The maximum drawdown for IBX was -30.07%, occurring on May 13, 2026. Recovery took 26 trading sessions.

The current HWSM drawdown is -0.64%. The current IBX drawdown is -26.24%.

Rank	HWSM	IBX
#1	-15.67% Apr 2, 2025 - Jun 27, 2025	-30.07% Apr 21, 2026 - May 28, 2026
#2	-10.23% Feb 20, 2026 - May 26, 2026	-26.24% Jun 2, 2026 - Jun 5, 2026
#3	-6.82% Sep 11, 2025 - Dec 10, 2025	-13.89% Apr 2, 2026 - Apr 16, 2026
#4	-4.61% Jul 23, 2025 - Aug 13, 2025	-4.63% Mar 26, 2026 - Apr 1, 2026
#5	-3.07% Jul 10, 2025 - Jul 23, 2025	-0.38% Apr 17, 2026 - Apr 21, 2026
#6	-2.20% Jan 15, 2026 - Jan 21, 2026	N/A
#7	-2.01% Dec 11, 2025 - Jan 5, 2026	N/A
#8	-1.77% Jan 22, 2026 - Feb 4, 2026	N/A
#9	-1.63% Aug 13, 2025 - Aug 22, 2025	N/A
#10	-1.47% Feb 6, 2026 - Feb 18, 2026	N/A
#11	-1.42% Jul 3, 2025 - Jul 10, 2025	N/A
#12	-1.16% Jan 6, 2026 - Jan 8, 2026	N/A
#13	-1.15% Sep 5, 2025 - Sep 11, 2025	N/A
#14	-1.14% Aug 27, 2025 - Sep 4, 2025	N/A
#15	-1.11% Feb 4, 2026 - Feb 6, 2026	N/A