HDLB vs IVV

AHDLB

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,393HDLB · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income10.61%HDLB · $1,061 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common[…]HDLB and IVV

HDLB

IVV

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $5MiShares Core S&P 500 ETF · $875B

+34.3%3 years · per year$24,201 · $18,159+22.0%

+15.3%5 years · per year$20,393 · $17,545+11.9%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

10.61%12-mo yield$1,061 · $111 on $10k1.11%

−19.2%Worst dropSmaller wins−8.9%

29.9%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDLB · IVV

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

Held in common[…]

End-of-day Nov 9, 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%	10.61%	+1.5%	+24.7%	+29.5%	+34.3%	+15.3%	−19.2%	$5M
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 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%	10.61%	+1.5%	+24.7%	+29.5%	+34.3%	+15.3%	−19.2%	$5M
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDLB vs IVV

HDLB

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

$20,393

IVV

iShares Core S&P 500

$17,545

MeasureHDLBIVV

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield10.61%1.11%

5 years, per year+15.3%+11.9%

3 years, per year+34.3%+22.0%

Worst drop · 1Y−19.2%−8.9%

Volatility · 1Y29.9%13.8%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: HDLB, IVV, SPY

Today

99.9%most shared, IVV and SPY

HDLBIVVSPY

HDLB—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$976most kept, HDLB

HDLB$1,061 − $85 = $976

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee