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EASY vs. HDLB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EASY vs. HDLB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Defensive Dividend Growth ETF (EASY) and ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EASY achieves a 8.30% return, which is significantly lower than HDLB's 25.42% return.


EASY

1D
0.49%
1M
0.78%
6M
2.66%
YTD
8.30%
1Y
3Y*
5Y*
10Y*
ALL TIME*

HDLB

1D
-0.35%
1M
7.98%
6M
3.63%
YTD
25.42%
1Y
23.55%
3Y*
31.43%
5Y*
14.20%
10Y*
ALL TIME*
6.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$193.33K$158.65K$168.59K
$44.19K$55.22K$58.36K

EASY vs. HDLB - Yearly Performance Comparison


Correlation

The correlation between EASY and HDLB is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 30, 2025

0.61

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Return for Risk

EASY vs. HDLB — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EASY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


HDLB
HDLB Risk / Return Rank: 3434
Overall Rank
HDLB Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
HDLB Sortino Ratio Rank: 3333
Sortino Ratio Rank
HDLB Omega Ratio Rank: 3131
Omega Ratio Rank
HDLB Calmar Ratio Rank: 3939
Calmar Ratio Rank
HDLB Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EASY vs. HDLB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty One Defensive Dividend Growth ETF (EASY) and ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EASYHDLBDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.17

Calmar ratioReturn relative to maximum drawdown

1.58

Martin ratioReturn relative to average drawdown

3.39

EASY vs. HDLB - Sharpe Ratio Comparison


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Drawdowns

EASY vs. HDLB - Drawdown Comparison

The maximum EASY drawdown since its inception was -7.79%, smaller than the maximum HDLB drawdown of -78.70%. Use the drawdown chart below to compare losses from any high point for EASY and HDLB.


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Drawdown Indicators


EASYHDLBDifference

Max Drawdown

Largest peak-to-trough decline

-7.79%

-78.70%

+70.91%

Max Drawdown (1Y)

Largest decline over 1 year

-16.17%

Max Drawdown (3Y)

Largest decline over 3 years

-20.94%

Max Drawdown (5Y)

Largest decline over 5 years

-43.81%

Current Drawdown

Current decline from peak

-2.43%

-5.40%

+2.97%

Average Drawdown

Average peak-to-trough decline

-2.86%

-26.98%

+24.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.53%

Volatility

EASY vs. HDLB - Volatility Comparison


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Volatility by Period


EASYHDLBDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.07%

Volatility (6M)

Calculated over the trailing 6-month period

21.74%

Volatility (1Y)

Calculated over the trailing 1-year period

11.56%

28.64%

-17.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.56%

31.05%

-19.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.56%

43.41%

-31.85%

EASY vs. HDLB - Expense Ratio Comparison

EASY has a 0.85% expense ratio, which is lower than HDLB's 1.65% expense ratio.


Dividends

EASY vs. HDLB - Dividend Comparison

EASY's dividend yield for the trailing twelve months is around 0.77%, less than HDLB's 10.17% yield.


PositionTTM2025202420232022202120202019
EASY
Liberty One Defensive Dividend Growth ETF
0.77%0.13%0.00%0.00%0.00%0.00%0.00%0.00%
HDLB
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B
10.17%12.20%10.09%12.36%10.86%8.07%16.23%0.97%

Frequently Asked Questions


EASY and HDLB have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EASY is cheaper at 0.85% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EASY is cheaper with a 0.85% expense ratio, compared with 1.65% for HDLB.

HDLB has the higher dividend yield at 10.17%, compared with 0.77% for EASY.

EASY is categorized as Dividend, while HDLB is Leveraged Equities. They also come from different issuers: Liberty One and UBS. Their fees differ too: 0.85% for EASY and 1.65% for HDLB.

Portfolio Optimizer

Find the right allocation for EASY and HDLB

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