HDLB vs SPY

AHDLB

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,766HDLB · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

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

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

Held in common[…]HDLB and SPY

HDLB

SPY

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $6MState Street SPDR S&P 500 ETF · $805B

+37.3%3 years · per year$25,910 · $18,174+22.0%

+15.7%5 years · per year$20,766 · $17,099+11.3%

0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%

10.46%12-mo yield$1,046 · $103 on $10k1.03%

−19.2%Worst dropSmaller wins−8.9%

30.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHDLB · SPY

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

Both

5Y2 funds

#			Trend
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 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%	10.46%	+6.0%	+26.5%	+31.1%	+37.3%	+15.7%	−19.2%	$6M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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 SPY

HDLB

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

$20,766

SPY

SPDR S&P 500

$17,099

MeasureHDLBSPY

Fee0.85%0.09%

Cost on $10k a year$85$9

Yield10.46%1.03%

5 years, per year+15.7%+11.3%

3 years, per year+37.3%+22.0%

Worst drop · 1Y−19.2%−8.9%

Volatility · 1Y30.1%13.6%

3–3measures won
level

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

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

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

Overlap: HDLB, SPY

Today

[…]holdings […]

HDLBSPY

HDLB—[…]

SPY[…]—

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

SPY$103 − $9 = $94

KeptFee

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