Compare · 3 funds side by side · dividends reinvested

HDLB, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,252HDLB · best of the three

02 / 04

HDLB, VOO 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%10.78%+22.8%+26.4%+35.5%+15.2%−19.2%29.9%$5M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: HDLB 2019 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $5M$20,252

HDLB

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested

HDLBMeasureVOO

+22.8%Year to dateJan 1 → Nov 6+8.7%

+26.4%1 yearTotal return+9.8%

+35.5%3 years · per year$10,000 became $24,889 · $18,079+21.8%

+15.2%5 years · per year$10,000 became $20,252 · $17,177+11.4%

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

10.78%Trailing 12-mo yield$1,078 · $110 a year on $10k1.10%

−19.2%Worst dropSmaller is better−8.9%

29.9%VolatilityLower is calmer13.5%

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

5–3HDLB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HDLB vs VOO: Top 5 Holdings

Today

HDLB

[…]in top 5

VOO

in top 528.3%

HDLBStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

HDLB vs VOO Returns, Every Period

ETRACSHDLB

+15.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

HDLBVOOFaded: behind in that period

4–0HDLB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: HDLB vs IVV

YTD

ETRACSHDLB

+22.8%

IVViShares

+8.7%

+22.8%Year to date+8.7%

−19.2%Worst drop · 1Y−8.9%

29.9%Volatility · 1Y13.6%

10.8%Yield1.1%

$5.5MAssets$850B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HDLB, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

HDLB0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HDLB, VOO, IVV

10.78%highest, HDLB

FundTrailing yieldYield$10k

HDLB10.78%$1,078

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$993most kept, HDLB

HDLB$1,078 − $85 = $993

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HDLB, VOO, IVV

Today

92.2%most shared, VOO and IVV

HDLBVOOIVV

HDLB—[…][…]

VOO[…]—92.2%

IVV[…]92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.4%HDLB, at 29.9% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

HDLBWorst drop−19.2%29.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HDLBIVV

+22.8%Year to date+8.7%

10.8%Yield1.1%

+26.4%Past year+9.8%

0.85%Fee0.03%

3–1HDLB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026