Compare · 2 funds side by side · dividends reinvested

HDLB and VIG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,747HDLB · best of the two

02 / 04

HDLB 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%11.09%+19.3%+24.5%+35.6%+14.6%−19.2%29.5%$5M1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: HDLB 2019 · 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$19,747

HDLB

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested

HDLBMeasureVIG

+19.3%Year to dateJan 1 → Nov 4+16.4%

+24.5%1 yearTotal return+18.9%

+35.6%3 years · per year$10,000 became $24,954 · $17,533+20.6%

+14.6%5 years · per year$10,000 became $19,747 · $17,005+11.2%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

11.09%Trailing 12-mo yield$1,109 · $144 a year on $10k1.44%

−19.2%Worst dropSmaller is better−7.9%

29.5%VolatilityLower is calmer10.2%

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

5–3HDLB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HDLB vs VIG: Top 5 Holdings

Today

HDLB

[…]in top 5

VIG

in top 522.1%

HDLBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

HDLB vs VIG Returns, Every Period

ETRACSHDLB

+14.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

HDLBVIGFaded: behind in that period

4–0HDLB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HDLB vs VIG

YTD

ETRACSHDLB

+19.3%

VIGVanguard

+16.4%

+19.3%Year to date+16.4%

−19.2%Worst drop · 1Y−7.9%

29.5%Volatility · 1Y10.2%

11.1%Yield1.4%

$5.3MAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HDLB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HDLB0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HDLB, VIG

11.09%highest, HDLB

FundTrailing yieldYield$10k

HDLB11.09%$1,109

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,024most kept, HDLB

HDLB$1,109 − $85 = $1,024

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HDLB, VIG

Today

[…]holdings […]

HDLBVIG

HDLB—[…]

VIG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.5%HDLB, at 29.5% volatility

VIGWorst drop−7.9%10.2% vol

HDLBWorst drop−19.2%29.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HDLBVIG

+19.3%Year to date+16.4%

11.1%Yield1.4%

+24.5%Past year+18.9%

0.85%Fee0.04%

3–1HDLB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026