HWGV vs WLDR
Hotchkis & Wiley Global Value Fund ETF vs Simplify Affinity World Leaders Equity ETF
Which is better, HWGV or WLDR?
WLDR costs less.
WLDR has a lower expense ratio. WLDR is less concentrated, with 29.0% of the fund in its ten largest positions against 30.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HWGV | WLDR |
|---|---|---|
| Expense Ratio | 0.70% | 0.67%Best |
| AUM | $3M | $136M |
| Dividend Yield | 0.00% | 1.26% |
| Holdings | 122 | 230 |
| YTD Return | +4.78% | +24.23%Best |
| 1Y Return | - | +31.67% |
| 3Y Return (annualized) | - | +30.03% |
| 5Y Return (annualized) | - | +16.93% |
| Top 10 Weight | 30.0% | 29.0%Best |
| Fund Family | Hotchkis & Wiley Funds | Simplify Exchange Traded Funds |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Aug 27, 2026 | Jan 16, 2018 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
HWGV vs WLDR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HWGV vs WLDR Performance
Hotchkis & Wiley Global Value Fund ETF (HWGV) is an ETF from Hotchkis & Wiley Funds and Simplify Affinity World Leaders Equity ETF (WLDR) is an ETF from Simplify Exchange Traded Funds. Year to date, HWGV is up 4.78% versus a gain of 24.23% for WLDR.
Past performance does not guarantee future results.
Fees and Cost Over Time
HWGV charges 0.70% per year while WLDR charges 0.67%. On a $10,000 position that is $70 vs $67 annually, a gap of $3 per year that compounds over a long holding period. On income, HWGV currently yields 0.00% against 1.26% for WLDR.
Holdings Overlap
15.2% of HWGV's money is in holdings WLDR also owns. 10.8% of WLDR's money is in holdings HWGV also owns.
HWGV and WLDR share little of their money.
9 positions in common, counted across the 59 positions we hold weights for in HWGV and 106 in WLDR, against full books of 122 and 230.
What only one of them owns
Our book lists 49 positions for WLDR that do not appear in our book for HWGV (64.6% of the fund), and 28 for HWGV that do not appear in WLDR (50.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in HWGV | Weight in WLDR | Difference |
|---|---|---|---|
| OMCOmnicom Group Inc. | 1.48% | 3.05% | 1.57% |
| CRMSalesforce Inc Crm Us Equity | 1.63% | 2.50% | 0.87% |
| CICigna Corp. | 2.76% | 0.70% | 2.06% |
| USBUS Bancorp | 1.87% | 1.25% | 0.62% |
| SHELShell Plc | 2.45% | 0.59% | 1.86% |
| GMGeneral Motors Co | 1.42% | 0.99% | 0.43% |
| TTE:PATotal Fina Elf Holdings Usa, Inc. | 1.43% | 0.45% | 0.98% |
| PPGPpg Industries Inc. | 1.27% | 0.55% | 0.72% |
| KHCKraft Heinz Co. | 0.87% | 0.71% | 0.16% |
You are not choosing between two funds in isolation.
Whichever of HWGV and WLDR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HWGV or WLDR?
HWGV has an expense ratio of 0.70% while WLDR charges 0.67%. WLDR is the cheaper option, by $3 a year on a $10,000 investment.
What is the holdings overlap between HWGV and WLDR?
15.2% of HWGV's money is in holdings WLDR also owns. 10.8% of WLDR's is in holdings HWGV also owns. They hold 9 positions in common, counted across the 59 positions we hold weights for in HWGV and 106 in WLDR.
Which pays a higher dividend, HWGV or WLDR?
HWGV yields 0.00% while WLDR yields 1.26%, so WLDR currently pays the higher dividend yield.
Is WLDR better than HWGV?
WLDR has a lower expense ratio. WLDR is less concentrated, with 29.0% of the fund in its ten largest positions against 30.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.