HWSM ETF

$30.24

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AUM$3M

TER0.55%

Holdings166

HWSM ETF

$30.24

Hotchkis & Wiley SMID Cap Diversified Value Fund ETF

AUM$3M

TER0.55%

Holdings166

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Holdings Overlap Analysis

Compare HWSM holdings with another ETF to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a ETF symbol above to see how many holdings HWSM shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

HWSM ETF Overlap Analysis

HWSM overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HWSM portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 166 holdings, HWSM may share significant positions with broad-market funds.

HWSM overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. HWSM tax-loss harvesting finds highly correlated but non-identical funds.