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HDLB vs. DJCB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HDLB vs. DJCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB) and ETRACS Bloomberg Commodity Index Total Return ETN Series B (DJCB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


HDLB

1D
-1.72%
1M
-4.18%
YTD
9.69%
6M
8.78%
1Y
17.78%
3Y*
26.82%
5Y*
11.24%
10Y*

DJCB

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HDLB vs. DJCB - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
HDLB
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B
9.69%27.26%28.21%-4.12%-11.46%62.67%-50.94%7.93%
DJCB
ETRACS Bloomberg Commodity Index Total Return ETN Series B
0.00%0.00%3.39%-8.96%16.39%28.75%-3.90%2.27%

Correlation

The correlation between HDLB and DJCB is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (3Y)
Calculated over the trailing 3-year period

0.08

Correlation (5Y)
Calculated over the trailing 5-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Oct 28, 2019

0.18

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Return for Risk

HDLB vs. DJCB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HDLB
HDLB Risk / Return Rank: 2121
Overall Rank
HDLB Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
HDLB Sortino Ratio Rank: 2020
Sortino Ratio Rank
HDLB Omega Ratio Rank: 2020
Omega Ratio Rank
HDLB Calmar Ratio Rank: 2525
Calmar Ratio Rank
HDLB Martin Ratio Rank: 2222
Martin Ratio Rank

DJCB
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HDLB vs. DJCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB) and ETRACS Bloomberg Commodity Index Total Return ETN Series B (DJCB). 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.


HDLBDJCBDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.13

Calmar ratioReturn relative to maximum drawdown

1.23

Martin ratioReturn relative to average drawdown

2.69

HDLB vs. DJCB - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HDLBDJCBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

Drawdowns

HDLB vs. DJCB - Drawdown Comparison


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Drawdown Indicators


HDLBDJCBDifference

Max Drawdown

Largest peak-to-trough decline

-78.70%

Max Drawdown (1Y)

Largest decline over 1 year

-14.50%

Max Drawdown (3Y)

Largest decline over 3 years

-22.46%

Max Drawdown (5Y)

Largest decline over 5 years

-43.81%

Current Drawdown

Current decline from peak

-14.15%

Average Drawdown

Average peak-to-trough decline

-27.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.62%

Volatility

HDLB vs. DJCB - Volatility Comparison


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Volatility by Period


HDLBDJCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.21%

Volatility (6M)

Calculated over the trailing 6-month period

18.14%

Volatility (1Y)

Calculated over the trailing 1-year period

26.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.58%

HDLB vs. DJCB - Expense Ratio Comparison

HDLB has a 1.65% expense ratio, which is higher than DJCB's 0.50% expense ratio.


Dividends

HDLB vs. DJCB - Dividend Comparison

HDLB's dividend yield for the trailing twelve months is around 12.13%, while DJCB has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
DJCB
ETRACS Bloomberg Commodity Index Total Return ETN Series B
0.00%0.00%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
12.13%12.20%10.09%12.36%10.86%8.07%16.23%0.97%

Frequently Asked Questions


HDLB and DJCB have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DJCB is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DJCB is cheaper with a 0.50% expense ratio, compared with 1.65% for HDLB.

HDLB has the higher dividend yield at 12.13%, compared with 0.00% for DJCB.

HDLB is categorized as Leveraged Equities, while DJCB is Commodities. HDLB tracks Solactive US High Dividend Low Volatility (USD)(TR) (200%), while DJCB tracks Bloomberg Commodity Index. Their fees differ too: 1.65% for HDLB and 0.50% for DJCB.

Portfolio Optimizer

Find the right allocation for HDLB and DJCB

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