Compare · 3 funds side by side · dividends reinvested

HDLB, IVV and SPY

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

02 / 04

HDLB, IVV and SPY, 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%$5M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: HDLB 2019 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

HDLB

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested

HDLBMeasureIVV

+24.7%Year to dateJan 1 → Nov 9+11.3%

+29.5%1 yearTotal return+13.6%

+34.3%3 years · per year$10,000 became $24,201 · $18,159+22.0%

+15.3%5 years · per year$10,000 became $20,393 · $17,545+11.9%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

10.61%Trailing 12-mo yield$1,061 · $111 a year on $10k1.11%

−19.2%Worst dropSmaller is better−8.9%

29.9%VolatilityLower is calmer13.8%

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

5–3HDLB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HDLB vs IVV: Top 5 Holdings

Today

HDLB

[…]in top 5

IVV

in top 527.8%

HDLBStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

HDLB vs IVV Returns, Every Period

ETRACSHDLB

+15.3%

5 years, per year

IVViShares

+11.9%

5 years, per year

HDLBIVVFaded: behind in that period

4–0HDLB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: HDLB vs IVV

YTD

ETRACSHDLB

+24.7%

IVViShares

+11.3%

+24.7%Year to date+11.3%

−19.2%Worst drop · 1Y−8.9%

29.9%Volatility · 1Y13.8%

10.6%Yield1.1%

$5.5MAssets$875B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HDLB, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

HDLB0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HDLB, IVV, SPY

10.61%highest, HDLB

FundTrailing yieldYield$10k

HDLB10.61%$1,061

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$976most kept, HDLB

HDLB$1,061 − $85 = $976

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HDLB, IVV, SPY

Today

99.9%most shared, IVV and SPY

HDLBIVVSPY

HDLB—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%HDLB, at 29.9% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

HDLBWorst drop−19.2%29.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

HDLBIVV

+24.7%Year to date+11.3%

10.6%Yield1.1%

+29.5%Past year+13.6%

0.85%Fee0.03%

3–1HDLB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026