HDLB vs VOO

AHDLB

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,252HDLB · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

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

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

Held in common[…]HDLB and VOO

HDLB

VOO

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B · $5MVanguard S&P 500 ETF · $1.00T

+35.5%3 years · per year$24,889 · $18,079+21.8%

+15.2%5 years · per year$20,252 · $17,177+11.4%

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

10.78%12-mo yield$1,078 · $110 on $10k1.10%

−19.2%Worst dropSmaller wins−8.9%

29.9%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDLB · VOO

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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 VOO

HDLB

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

$20,252

VOO

Vanguard S&P 500

$17,177

MeasureHDLBVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield10.78%1.10%

5 years, per year+15.2%+11.4%

3 years, per year+35.5%+21.8%

Worst drop · 1Y−19.2%−8.9%

Volatility · 1Y29.9%13.5%

3–3measures won
level

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

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, VOO, IVV

Today

92.2%most shared, VOO and IVV

HDLBVOOIVV

HDLB—[…][…]

VOO[…]—92.2%

IVV[…]92.2%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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