HWSM vs PMMY

Comparison between HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND (HWSM, ETF) and PGIM S&P 500 MAX BUFFER ETF - MAY (PMMY, ETF).

HWSM vs PMMY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HWSM(ETF)	PMMY(ETF)
Net Assets	$2.60M	$2.70M
Expense Ratio	0.55%	0.50%
Max Drawdown	15.67%	0.36%
Sharpe Ratio	1.29	1.60
5Y Beta	0.92	0.09
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

PMMY

$2.70M

Expense Ratio

HWSM

0.55%

Winner

PMMY

0.50%

Max Drawdown

HWSM

15.67%

Winner

PMMY

0.36%

Sharpe Ratio

HWSM

1.29

Winner

PMMY

1.60

5Y Beta

HWSM

0.92

Winner

PMMY

0.09

P/E Ratio

HWSM

16.63

PMMY

N/A

Forward P/E

HWSM

11.54

PMMY

N/A

5Y EPS CAGR

HWSM

10.90%

PMMY

N/A

Debt to Equity

HWSM

61.17%

PMMY

N/A

P/S Ratio

HWSM

1.01

PMMY

N/A

P/B Ratio

HWSM

1.77

PMMY

N/A

HWSM vs PMMY - Historical Returns

Returns include dividend reinvestment.

Period	HWSM	PMMY
1 month	+3.42%	+0.36%
3 months	+5.52%	+1.25%
6 months	+11.17%	+2.37%
1 year	+25.60%	+5.66%
Max(CAGR)	+18.97%	+5.99%

Winner

HWSM

+3.42%

PMMY

+0.36%

Winner

HWSM

+5.52%

PMMY

+1.25%

Winner

HWSM

+11.17%

PMMY

+2.37%

Winner

HWSM

+25.60%

PMMY

+5.66%

Max(CAGR)

Winner

HWSM

+18.97%

PMMY

+5.99%

HWSM vs PMMY - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	HWSM	PMMY
2026	+8.96%	+1.87%
2025	+11.52%	+4.59%

HWSM vs PMMY Drawdown Comparison

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

The maximum drawdown for PMMY was -0.36%, occurring on Mar 27, 2026. Recovery took 11 trading sessions.

The current HWSM drawdown is -0.64%. The current PMMY drawdown is -0.34%.

Rank	HWSM	PMMY
#1	-15.67% Apr 2, 2025 - Jun 27, 2025	-0.36% Mar 17, 2026 - Apr 1, 2026
#2	-10.23% Feb 20, 2026 - May 26, 2026	-0.34% Jun 4, 2026 - Jun 5, 2026
#3	-6.82% Sep 11, 2025 - Dec 10, 2025	-0.34% May 27, 2025 - Jun 6, 2025
#4	-4.61% Jul 23, 2025 - Aug 13, 2025	-0.29% Nov 11, 2025 - Nov 24, 2025
#5	-3.07% Jul 10, 2025 - Jul 23, 2025	-0.26% May 1, 2026 - May 6, 2026
#6	-2.20% Jan 15, 2026 - Jan 21, 2026	-0.24% May 20, 2025 - May 27, 2025
#7	-2.01% Dec 11, 2025 - Jan 5, 2026	-0.22% Jan 26, 2026 - Feb 2, 2026
#8	-1.77% Jan 22, 2026 - Feb 4, 2026	-0.21% Oct 8, 2025 - Oct 17, 2025
#9	-1.63% Aug 13, 2025 - Aug 22, 2025	-0.21% May 14, 2026 - May 22, 2026
#10	-1.47% Feb 6, 2026 - Feb 18, 2026	-0.20% May 7, 2025 - May 12, 2025
#11	-1.42% Jul 3, 2025 - Jul 10, 2025	-0.15% Oct 27, 2025 - Nov 10, 2025
#12	-1.16% Jan 6, 2026 - Jan 8, 2026	-0.15% Mar 4, 2026 - Mar 16, 2026
#13	-1.15% Sep 5, 2025 - Sep 11, 2025	-0.13% Feb 2, 2026 - Feb 6, 2026
#14	-1.14% Aug 27, 2025 - Sep 4, 2025	-0.13% Aug 13, 2025 - Aug 22, 2025
#15	-1.11% Feb 4, 2026 - Feb 6, 2026	-0.11% Jan 16, 2026 - Jan 22, 2026