HDLB vs VIG

AHDLB

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,393HDLB · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]HDLB and VIG

HDLB

VIG

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $5MVanguard Dividend Appreciation ETF · $109B

+34.3%3 years · per year$24,201 · $16,775+18.8%

+15.3%5 years · per year$20,393 · $16,638+10.7%

0.85%Expense ratio$85 · $4 on $10k · lower wins0.04%

10.61%12-mo yield$1,061 · $146 on $10k1.46%

−19.2%Worst dropSmaller wins−7.9%

29.9%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDLB · VIG

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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 VIG

HDLB

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

$20,393

VIG

Vanguard Dividend Appreciation

$16,638

MeasureHDLBVIG

Fee0.85%0.04%

Cost on $10k a year$85$4

Yield10.61%1.46%

5 years, per year+15.3%+10.7%

3 years, per year+34.3%+18.8%

Worst drop · 1Y−19.2%−7.9%

Volatility · 1Y29.9%11.0%

3–3measures won
level

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: HDLB, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

HDLBVIGSCHD

HDLB—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

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

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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