HDLB vs CGDV

AHDLB

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$20,766HDLB · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income10.46%HDLB · $1,046 on $10k

Smallest drop−6.9%SCHD · 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

+37.3%3 years · per year$25,910 · $19,064+24.0%

+15.7%5 years · per year$20,766 · […][…]

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

10.46%12-mo yield$1,046 · $127 on $10k1.27%

−19.2%Worst dropSmaller wins−9.7%

30.1%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDLB · CGDV

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

Held in common[…]

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

All Three

5Y3 funds

#
1	AHDLB	ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series BRead Desk	0.85%	10.46%	+6.0%	+26.5%	+31.1%	+37.3%	+15.7%	−19.2%	$6M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
1	AHDLB	ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series BRead Desk	0.85%	10.46%	+6.0%	+26.5%	+31.1%	+37.3%	+15.7%	−19.2%	$6M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

$20,766

CGDV

Capital Group Dividend Value

[…]

MeasureHDLBCGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield10.46%1.27%

5 years, per year+15.7%[…]

3 years, per year+37.3%+24.0%

Worst drop · 1Y−19.2%−9.7%

Volatility · 1Y30.1%13.4%

3–2measures won
CGDV first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HDLB, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

HDLBCGDVSCHD

HDLB—[…][…]

CGDV[…]—5.8%

SCHD[…]5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$961most kept, HDLB

HDLB$1,046 − $85 = $961

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee