PCR vs HWSM
Comparison between Simplify VettaFi Private Credit Strategy ETF (PCR, ETF) and HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND (HWSM, ETF).
PCR vs HWSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PCR
$2.60M
HWSM
$2.60M
Expense Ratio
PCR
0.76%
Winner
HWSM
0.55%
Max Drawdown
PCR
24.18%
Winner
HWSM
15.67%
Sharpe Ratio
PCR
-1.43
Winner
HWSM
1.29
5Y Beta
Winner
PCR
0.68
HWSM
0.92
P/E Ratio
PCR
N/A
HWSM
16.63
Forward P/E
PCR
N/A
HWSM
11.54
5Y EPS CAGR
PCR
N/A
HWSM
10.90%
Debt to Equity
PCR
N/A
HWSM
61.17%
P/S Ratio
PCR
N/A
HWSM
1.01
P/B Ratio
PCR
N/A
HWSM
1.77
PCR vs HWSM - Historical Returns
Returns include dividend reinvestment.
1M
PCR
-6.55%
Winner
HWSM
+3.42%
3M
PCR
-0.59%
Winner
HWSM
+5.52%
6M
PCR
-13.94%
Winner
HWSM
+11.17%
1Y
PCR
N/A
HWSM
+25.60%
Max(CAGR)
PCR
-22.52%
Winner
HWSM
+18.97%
PCR vs HWSM - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | PCR | HWSM |
|---|---|---|
| 2026 | -10.99% | +8.96% |
| 2025 | -5.74% | +11.52% |
PCR vs HWSM Drawdown Comparison
The maximum drawdown for PCR was -20.08%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for HWSM was -15.67%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current PCR drawdown is -16.31%. The current HWSM drawdown is -0.64%.
| Rank | PCR | HWSM |
|---|---|---|
| #1 | -20.08% Sep 23, 2025 - Mar 27, 2026 | -15.67% Apr 2, 2025 - Jun 27, 2025 |
| #2 | N/A | -10.23% Feb 20, 2026 - May 26, 2026 |
| #3 | N/A | -6.82% Sep 11, 2025 - Dec 10, 2025 |
| #4 | N/A | -4.61% Jul 23, 2025 - Aug 13, 2025 |
| #5 | N/A | -3.07% Jul 10, 2025 - Jul 23, 2025 |
| #6 | N/A | -2.20% Jan 15, 2026 - Jan 21, 2026 |
| #7 | N/A | -2.01% Dec 11, 2025 - Jan 5, 2026 |
| #8 | N/A | -1.77% Jan 22, 2026 - Feb 4, 2026 |
| #9 | N/A | -1.63% Aug 13, 2025 - Aug 22, 2025 |
| #10 | N/A | -1.47% Feb 6, 2026 - Feb 18, 2026 |
| #11 | N/A | -1.42% Jul 3, 2025 - Jul 10, 2025 |
| #12 | N/A | -1.16% Jan 6, 2026 - Jan 8, 2026 |
| #13 | N/A | -1.15% Sep 5, 2025 - Sep 11, 2025 |
| #14 | N/A | -1.14% Aug 27, 2025 - Sep 4, 2025 |
| #15 | N/A | -1.11% Feb 4, 2026 - Feb 6, 2026 |
Correlation
Correlation between PCR and HWSM 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)
PCR vs HWSM dividend yield comparison.
| Year | PCR | HWSM |
|---|---|---|
| 2026 | 5.18% | 0.00% |
| 2025 | 2.30% | 1.33% |
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