Compare · 2 funds side by side · dividends reinvested

HDLB and VYM

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 VYM, 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

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.6

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 · VYM 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$19,374

HDLB

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested

HDLBMeasureVYM

+19.6%Year to dateJan 1 → Nov 3+15.8%

+22.4%1 yearTotal return+19.0%

+36.9%3 years · per year$10,000 became $25,681 · $17,952+21.5%

+14.1%5 years · per year$10,000 became $19,374 · $17,305+11.6%

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

11.06%Trailing 12-mo yield$1,106 · $225 a year on $10k2.25%

−19.2%Worst dropSmaller is better−6.7%

29.6%VolatilityLower is calmer10.0%

HDLBVYM 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 VYM: Top 5 Holdings

Today

HDLB

[…]in top 5

VYM

in top 518.2%

HDLBStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common[…]

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

HDLB vs VYM Returns, Every Period

ETRACSHDLB

+14.1%

5 years, per year

VYMVanguard

+11.6%

5 years, per year

HDLBVYMFaded: behind in that period

4–0HDLB wins

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

HDLB vs VYM

YTD

ETRACSHDLB

+19.6%

VYMVanguard

+15.8%

+19.6%Year to date+15.8%

−19.2%Worst drop · 1Y−6.7%

29.6%Volatility · 1Y10.0%

11.1%Yield2.3%

$5.3MAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: HDLB, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

HDLB0.85%$85

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

Yields: HDLB, VYM

11.06%highest, HDLB

FundTrailing yieldYield$10k

HDLB11.06%$1,106

VYM2.25%$225

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

VYM$225 − $4 = $221

KeptFee

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

Overlap: HDLB, VYM

Today

[…]holdings […]

HDLBVYM

HDLB—[…]

VYM[…]—

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

VYMWorst drop−6.7%10.0% 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

HDLBVYM

+19.6%Year to date+15.8%

11.1%Yield2.3%

+22.4%Past year+19.0%

0.85%Fee0.04%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026