Compare · 2 funds side by side · dividends reinvested

HDLB and CGDV

HDLBETRACS×CGDVCapital Group×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,393HDLB · best of the two

Story of the two · IncomeMost incomeHDLB · 10.61% · $1,061 a year on $10k

Story of the two · RiskSmallest drop

HDLB and CGDV, 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%10.61%+24.7%+29.5%+34.3%+15.3%−19.2%29.9%$5M1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: HDLB 2019 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $5M$20,393

HDLB

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested

HDLBMeasureCGDV

+24.7%

More Ways to See the Pairs

HDLB vs CGDV: Top 5 Holdings

Today

HDLB

[…]in top 5

CGDV

in top 524.3%

HDLBStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Cost, Income and Risk

Fees: HDLB, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

HDLB0.85%$85

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

Yields: HDLB, CGDV

1Y

10.61%highest, HDLB

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+12.1%

+29.5%1 yearTotal return+15.4%

+34.3%3 years · per year$10,000 became $24,201 · $18,754+23.3%

+15.3%5 years · per year$10,000 became $20,393 · […][…]

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

10.61%Trailing 12-mo yield$1,061 · $124 a year on $10k1.24%

−19.2%Worst dropSmaller is better−9.7%

29.9%VolatilityLower is calmer13.5%

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

4–3HDLB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

HDLB vs CGDV Returns, Every Period

1Y

ETRACSHDLB

+29.5%

past year

CGDVCapital Group

+15.4%

past year

HDLBCGDVFaded: behind in that period

3–0HDLB wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

HDLB vs CGDV

YTD

ETRACSHDLB

+24.7%

CGDVCapital Group

+12.1%

+24.7%Year to date+12.1%

−19.2%Worst drop · 1Y−9.7%

29.9%Volatility · 1Y13.5%

10.6%Yield1.2%

$5.5MAssets$38.8B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

HDLB10.61%$1,061

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$976most kept, HDLB

HDLB$1,061 − $85 = $976

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: HDLB, CGDV

Today

[…]holdings […]

HDLBCGDV

HDLB—[…]

CGDV[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+29.5%HDLB, at 29.9% volatility

CGDVWorst drop−9.7%13.5% vol

HDLBWorst drop−19.2%29.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

HDLBCGDV

+24.7%Year to date+12.1%

10.6%Yield1.2%

+29.5%Past year+15.4%

0.85%Fee0.33%

3–1HDLB wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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HDLB and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two