Compare · 2 funds side by side · dividends reinvested

HDLB and DGRO

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,374HDLB · best of the two

02 / 04

HDLB and DGRO, 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%11.06%+19.6%+22.4%+36.9%+14.1%−19.2%29.6%$5M1.4

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: HDLB 2019 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $5M$19,374

HDLB

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,027

$10,000 five years ago, dividends reinvested

HDLBMeasureDGRO

+19.6%Year to dateJan 1 → Nov 3+18.0%

+22.4%1 yearTotal return+21.0%

+36.9%3 years · per year$10,000 became $25,681 · $18,210+22.1%

+14.1%5 years · per year$10,000 became $19,374 · $17,027+11.2%

0.85%Expense ratio$85 · $8 a year on $10k · lower is better0.08%

11.06%Trailing 12-mo yield$1,106 · $185 a year on $10k1.85%

−19.2%Worst dropSmaller is better−6.5%

29.6%VolatilityLower is calmer9.5%

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

5–3HDLB wins

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

More Ways to See the Pairs

HDLB vs DGRO: Top 5 Holdings

Today

HDLB

[…]in top 5

DGRO

in top 515.2%

HDLBStockDGRO

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

HDLB vs DGRO Returns, Every Period

ETRACSHDLB

+14.1%

5 years, per year

DGROiShares

+11.2%

5 years, per year

HDLBDGROFaded: behind in that period

4–0HDLB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HDLB vs DGRO

YTD

ETRACSHDLB

+19.6%

DGROiShares

+18.0%

+19.6%Year to date+18.0%

−19.2%Worst drop · 1Y−6.5%

29.6%Volatility · 1Y9.5%

11.1%Yield1.8%

$5.3MAssets$45.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HDLB, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

HDLB0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HDLB, DGRO

11.06%highest, HDLB

FundTrailing yieldYield$10k

HDLB11.06%$1,106

DGRO1.85%$185

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,021most kept, HDLB

HDLB$1,106 − $85 = $1,021

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HDLB, DGRO

Today

[…]holdings […]

HDLBDGRO

HDLB—[…]

DGRO[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.4%HDLB, at 29.6% volatility

DGROWorst drop−6.5%9.5% vol

HDLBWorst drop−19.2%29.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

HDLBDGRO

+19.6%Year to date+18.0%

11.1%Yield1.8%

+22.4%Past year+21.0%

0.85%Fee0.08%

3–1HDLB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026