HWSM vs PCR
Comparison between HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND (HWSM, ETF) and Simplify VettaFi Private Credit Strategy ETF (PCR, ETF).
HWSM vs PCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HWSM
$2.60M
PCR
$2.60M
Expense Ratio
Winner
HWSM
0.55%
PCR
0.76%
Max Drawdown
Winner
HWSM
15.67%
PCR
24.18%
Sharpe Ratio
Winner
HWSM
1.29
PCR
-1.43
5Y Beta
HWSM
0.92
Winner
PCR
0.68
P/E Ratio
HWSM
16.63
PCR
N/A
Forward P/E
HWSM
11.54
PCR
N/A
5Y EPS CAGR
HWSM
10.90%
PCR
N/A
Debt to Equity
HWSM
61.17%
PCR
N/A
P/S Ratio
HWSM
1.01
PCR
N/A
P/B Ratio
HWSM
1.77
PCR
N/A
HWSM vs PCR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HWSM
+3.42%
PCR
-6.55%
3M
Winner
HWSM
+5.52%
PCR
-0.59%
6M
Winner
HWSM
+11.17%
PCR
-13.94%
1Y
HWSM
+25.60%
PCR
N/A
Max(CAGR)
Winner
HWSM
+18.97%
PCR
-22.52%
HWSM vs PCR - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | HWSM | PCR |
|---|---|---|
| 2026 | +8.96% | -10.99% |
| 2025 | +11.52% | -5.74% |
HWSM vs PCR Drawdown Comparison
The maximum drawdown for HWSM was -15.67%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for PCR was -20.08%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current HWSM drawdown is -0.64%. The current PCR drawdown is -16.31%.
| Rank | HWSM | PCR |
|---|---|---|
| #1 | -15.67% Apr 2, 2025 - Jun 27, 2025 | -20.08% Sep 23, 2025 - Mar 27, 2026 |
| #2 | -10.23% Feb 20, 2026 - May 26, 2026 | N/A |
| #3 | -6.82% Sep 11, 2025 - Dec 10, 2025 | N/A |
| #4 | -4.61% Jul 23, 2025 - Aug 13, 2025 | N/A |
| #5 | -3.07% Jul 10, 2025 - Jul 23, 2025 | N/A |
| #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 |
Correlation
Correlation between HWSM and PCR is -0.77 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.77
-101
Dividend Comparison (2025 - 2026)
HWSM vs PCR dividend yield comparison.
| Year | HWSM | PCR |
|---|---|---|
| 2026 | 0.00% | 5.18% |
| 2025 | 1.33% | 2.30% |
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