HDLB vs CGDV

AHDLB

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$20,252HDLB · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income10.78%HDLB · $1,078 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common[…]HDLB and CGDV

HDLB

CGDV

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $5MCapital Group Dividend Value ETF · $37.9B

+35.5%3 years · per year$24,889 · $18,840+23.5%

+15.2%5 years · per year$20,252 · […][…]

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

10.78%12-mo yield$1,078 · $127 on $10k1.27%

−19.2%Worst dropSmaller wins−9.7%

29.9%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 6, 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%	10.78%	−1.5%	+22.8%	+26.4%	+35.5%	+15.2%	−19.2%	$5M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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%	10.78%	−1.5%	+22.8%	+26.4%	+35.5%	+15.2%	−19.2%	$5M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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

$20,252

CGDV

Capital Group Dividend Value

[…]

MeasureHDLBCGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield10.78%1.27%

5 years, per year+15.2%[…]

3 years, per year+35.5%+23.5%

Worst drop · 1Y−19.2%−9.7%

Volatility · 1Y29.9%13.4%

3–2measures won
CGDV first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: HDLB, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

HDLBCGDVVIG

HDLB—[…][…]

CGDV[…]—29.4%

VIG[…]29.4%—

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

Income After Fees on $10,000

$993most kept, HDLB

HDLB$1,078 − $85 = $993

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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