HWSM vs YBMN
Comparison between HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND (HWSM, ETF) and DEFIANCE BMNR OPTION INCOME ETF (YBMN, ETF).
HWSM vs YBMN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HWSM
$2.70M
Winner
YBMN
$2.80M
Expense Ratio
Winner
HWSM
0.55%
YBMN
0.85%
Max Drawdown
Winner
HWSM
15.67%
YBMN
63.32%
Sharpe Ratio
Winner
HWSM
1.28
YBMN
-0.52
5Y Beta
Winner
HWSM
0.92
YBMN
3.65
P/E Ratio
HWSM
17.51
YBMN
N/A
Forward P/E
HWSM
11.65
YBMN
N/A
5Y EPS CAGR
HWSM
8.27%
YBMN
N/A
Debt to Equity
HWSM
68.53%
YBMN
N/A
P/S Ratio
HWSM
0.98
YBMN
N/A
P/B Ratio
HWSM
1.76
YBMN
N/A
HWSM vs YBMN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HWSM
+6.38%
YBMN
-22.78%
3M
Winner
HWSM
+13.86%
YBMN
-14.89%
6M
Winner
HWSM
+11.21%
YBMN
-43.88%
1Y
HWSM
+25.37%
YBMN
N/A
Max(CAGR)
Winner
HWSM
+21.19%
YBMN
-50.54%
HWSM vs YBMN - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | HWSM | YBMN |
|---|---|---|
| 2026 | +11.77% | -39.03% |
| 2025 | +11.52% | -2.38% |
HWSM vs YBMN Drawdown Comparison
The maximum drawdown for HWSM was -15.67%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for YBMN was -50.88%, occurring on Feb 5, 2026. This drawdown has not yet recovered.
The current YBMN drawdown is -48.93%.
| Rank | HWSM | YBMN |
|---|---|---|
| #1 | -15.67% Apr 2, 2025 - Jun 27, 2025 | -50.88% Dec 10, 2025 - Feb 5, 2026 |
| #2 | -10.23% Feb 20, 2026 - May 26, 2026 | -11.41% Nov 28, 2025 - Dec 3, 2025 |
| #3 | -6.82% Sep 11, 2025 - Dec 10, 2025 | -4.86% Dec 4, 2025 - Dec 9, 2025 |
| #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 YBMN is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.75
-101
Dividend Comparison (2025 - 2026)
HWSM vs YBMN dividend yield comparison.
| Year | HWSM | YBMN |
|---|---|---|
| 2026 | 0.00% | 36.36% |
| 2025 | 1.33% | 6.80% |
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