HDLB vs CGDV

AHDLB

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$19,747HDLB

Lowest cost0.33%CGDV · $33 on $10k

Most income11.09%HDLB · $1,109 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common[…]HDLB and CGDV

HDLB

CGDV

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $6MCapital Group Dividend Value ETF · $39.0B

+35.6%3 years · per year$24,954 · $20,044+26.1%

+14.6%5 years · per year$19,747 · […][…]

0.85%Expense ratio$85 · $33 on $10k · lower wins0.33%

11.09%12-mo yield$1,109 · $122 on $10k1.22%

−19.2%Worst dropSmaller wins−9.7%

29.5%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDLB · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AHDLB	ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series BRead Desk		0.85%	11.09%	0.0%	+19.3%	+24.5%	+35.6%	+14.6%	−19.2%	$6M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AHDLB	ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series BRead Desk		0.85%	11.09%	0.0%	+19.3%	+24.5%	+35.6%	+14.6%	−19.2%	$6M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDLB vs CGDV

HDLB

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B

$19,747

CGDV

Capital Group Dividend Value

[…]

MeasureHDLBCGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield11.09%1.22%

5 years, per year+14.6%[…]

3 years, per year+35.6%+26.1%

Worst drop · 1Y−19.2%−9.7%

Volatility · 1Y29.5%12.6%

3–2measures won
CGDV first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HDLB, CGDV

Today

[…]holdings […]

HDLBCGDV

HDLB—[…]

CGDV[…]—

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

Income After Fees on $10,000

$1,024most kept, HDLB

HDLB$1,109 − $85 = $1,024

CGDV$122 − $33 = $89

KeptFee

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