Compare · 3 funds side by side · dividends reinvested

HDLB, CGDV and VIG

HDLBETRACS×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,252HDLB · best of the three

02 / 04

HDLB, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series BIncome · Dividend stocks0.85%10.78%+22.8%+26.4%+35.5%+15.2%−19.2%29.9%$5M1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HDLB 2019 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $5M$20,252

HDLB

CGDV

Capital Group Dividend Value ETF · $37.9B[…]

$10,000 five years ago, dividends reinvested

HDLBMeasureCGDV

+22.8%Year to dateJan 1 → Nov 6+9.6%

+26.4%1 yearTotal return+12.9%

+35.5%3 years · per year$10,000 became $24,889 · $18,840+23.5%

+15.2%5 years · per year$10,000 became $20,252 · […][…]

0.85%Expense ratio$85 · $33 a year on $10k · lower is better0.33%

10.78%Trailing 12-mo yield$1,078 · $127 a year on $10k1.27%

−19.2%Worst dropSmaller is better−9.7%

29.9%VolatilityLower is calmer13.4%

HDLBCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3HDLB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HDLB vs CGDV: Top 5 Holdings

Today

HDLB

[…]in top 5

CGDV

in top 523.9%

HDLBStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

HDLB vs CGDV Returns, Every Period

ETRACSHDLB

+26.4%

past year

CGDVCapital Group

+12.9%

past year

HDLBCGDVFaded: behind in that period

3–0HDLB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HDLB vs VIG

YTD

ETRACSHDLB

+22.8%

VIGVanguard

+12.1%

+22.8%Year to date+12.1%

−19.2%Worst drop · 1Y−7.9%

29.9%Volatility · 1Y10.8%

10.8%Yield1.5%

$5.4MAssets$109B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HDLB, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

HDLB0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HDLB, CGDV, VIG

10.78%highest, HDLB

FundTrailing yieldYield$10k

HDLB10.78%$1,078

VIG1.50%$150

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$993most kept, HDLB

HDLB$1,078 − $85 = $993

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HDLB, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

HDLBCGDVVIG

HDLB—[…][…]

CGDV[…]—29.4%

VIG[…]29.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.4%HDLB, at 29.9% volatility

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

HDLBWorst drop−19.2%29.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HDLBVIG

+22.8%Year to date+12.1%

10.8%Yield1.5%

+26.4%Past year+14.3%

0.85%Fee0.04%

3–1HDLB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026