HDLB vs. NTSD
HDLB (ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B) and NTSD (WisdomTree Efficient U.S. Plus International Equity Fund) are both Leveraged Equities funds. HDLB is passively managed, while NTSD is actively managed. Their -0.08 correlation means they have often moved in opposite directions in the past. HDLB charges 1.65%/yr vs 0.35%/yr for NTSD.
Performance
HDLB vs. NTSD - Performance Comparison
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Returns By Period
HDLB
- 1D
- 0.59%
- 1M
- 6.90%
- 6M
- 10.29%
- YTD
- 25.86%
- 1Y
- 27.43%
- 3Y*
- 31.59%
- 5Y*
- 14.45%
- 10Y*
- —
- ALL TIME*
- 6.24%
NTSD
- 1D
- 1.45%
- 1M
- 1.59%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $43.33K | $56.22K | $58.39K | |
| $171.21K | $163.56K | $308.78K |
HDLB vs. NTSD - Yearly Performance Comparison
Correlation
The correlation between HDLB and NTSD is -0.08, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026 | -0.08 |
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Return for Risk
HDLB vs. NTSD — Risk / Return Rank
HDLB
NTSD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HDLB vs. NTSD - 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 WisdomTree Efficient U.S. Plus International Equity Fund (NTSD). 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.
| HDLB | NTSD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.18 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | — | — |
| Martin ratioReturn relative to average drawdown | 3.66 | — | — |
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Drawdowns
HDLB vs. NTSD - Drawdown Comparison
The maximum HDLB drawdown since its inception was -78.70%, which is greater than NTSD's maximum drawdown of -5.58%. Use the drawdown chart below to compare losses from any high point for HDLB and NTSD.
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Drawdown Indicators
| HDLB | NTSD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.70% | -5.58% | -73.12% |
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 DrawdownCurrent decline from peak | -5.07% | 0.00% | -5.07% |
Average DrawdownAverage peak-to-trough decline | -26.99% | -1.23% | -25.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.52% | — | — |
Volatility
HDLB vs. NTSD - Volatility Comparison
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Volatility by Period
| HDLB | NTSD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.18% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 21.85% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 28.69% | 23.11% | +5.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.07% | 23.11% | +7.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.42% | 23.11% | +20.31% |
HDLB vs. NTSD - Expense Ratio Comparison
HDLB has a 1.65% expense ratio, which is higher than NTSD's 0.35% expense ratio.
Dividends
HDLB vs. NTSD - Dividend Comparison
HDLB's dividend yield for the trailing twelve months is around 10.13%, more than NTSD's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B | 10.13% | 12.20% | 10.09% | 12.36% | 10.86% | 8.07% | 16.23% | 0.97% |
NTSD WisdomTree Efficient U.S. Plus International Equity Fund | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HDLB and NTSD have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, NTSD is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
NTSD is cheaper with a 0.35% expense ratio, compared with 1.65% for HDLB.
HDLB has the higher dividend yield at 10.13%, compared with 0.14% for NTSD.
They also come from different issuers: UBS and WisdomTree. Their fees differ too: 1.65% for HDLB and 0.35% for NTSD.
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