Compare · 3 funds side by side · dividends reinvested

HDLB, SPY and IVV

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

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

Story of the three · RiskSmallest drop

HDLB, SPY and IVV, 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%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$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 10, 2026 · returns include dividends · since: HDLB 2019 · SPY 1993 · IVV 2000

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

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested

HDLBMeasure

More Ways to See the Pairs

HDLB vs SPY: Top 5 Holdings

Today

HDLB

[…]in top 5

SPY

in top 527.3%

HDLBStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: HDLB, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

HDLB0.85%$85

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

Yields: HDLB, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPY

+24.7%Year to dateJan 1 → Nov 10+10.8%

+29.5%1 yearTotal return+13.0%

+34.3%3 years · per year$10,000 became $24,201 · $17,888+21.4%

+15.3%5 years · per year$10,000 became $20,393 · $17,358+11.7%

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

10.61%Trailing 12-mo yield$1,061 · $101 a year on $10k1.01%

−19.2%Worst dropSmaller is better−8.9%

29.9%VolatilityLower is calmer13.8%

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

5–3HDLB 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 SPY Returns, Every Period

5Y

ETRACSHDLB

+15.3%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

HDLBSPYFaded: behind in that period

4–0HDLB wins

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

Income vs Core: HDLB vs IVV

YTD

ETRACSHDLB

+24.7%

IVViShares

+10.9%

+24.7%Year to date+10.9%

−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 10, 2026 · smaller drop and lower volatility win

1Y

10.61%highest, HDLB

FundTrailing yieldYield$10k

HDLB10.61%$1,061

IVV1.11%$111

SPY1.01%$101

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

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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

Overlap: HDLB, SPY, IVV

Today

99.9%most shared, SPY and IVV

HDLBSPYIVV

HDLB—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+29.5%HDLB, at 29.9% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% 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

HDLBIVV

+24.7%Year to date+10.9%

10.6%Yield1.1%

+29.5%Past year+13.0%

0.85%Fee0.03%

3–1HDLB wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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HDLB, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three