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HDLB vs. YCS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HDLB vs. YCS - 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 ProShares UltraShort Yen (YCS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HDLB achieves a 9.69% return, which is significantly higher than YCS's 7.17% return.


HDLB

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

YCS

1D
0.17%
1M
4.42%
YTD
7.17%
6M
10.05%
1Y
32.82%
3Y*
19.84%
5Y*
23.54%
10Y*
12.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HDLB vs. YCS - 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%
YCS
ProShares UltraShort Yen
7.17%9.04%35.41%28.70%29.09%22.38%-11.18%0.82%

Correlation

The correlation between HDLB and YCS is -0.29, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.29

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

-0.20

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

-0.15

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

-0.08

Over the past year, the inverse relationship between HDLB and YCS has strengthened: their correlation has moved from -0.08 to -0.29, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

HDLB vs. YCS — 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

YCS
YCS Risk / Return Rank: 6161
Overall Rank
YCS Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
YCS Sortino Ratio Rank: 4949
Sortino Ratio Rank
YCS Omega Ratio Rank: 5656
Omega Ratio Rank
YCS Calmar Ratio Rank: 7878
Calmar Ratio Rank
YCS Martin Ratio Rank: 6767
Martin Ratio Rank
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. YCS - 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 ProShares UltraShort Yen (YCS). 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.


HDLBYCSDifference
Sharpe ratioReturn per unit of total volatility

-1.24

Sortino ratioReturn per unit of downside risk

-1.33

Omega ratioGain probability vs. loss probability

1.13

1.35

-0.22

Calmar ratioReturn relative to maximum drawdown

1.23

3.97

-2.74

Martin ratioReturn relative to average drawdown

2.69

12.40

-9.70

HDLB vs. YCS - Sharpe Ratio Comparison

The current HDLB Sharpe Ratio is 0.68, which is lower than the YCS Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of HDLB and YCS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HDLBYCSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

1.92

-1.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

1.12

-0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.33

-0.23

Drawdowns

HDLB vs. YCS - Drawdown Comparison

The maximum HDLB drawdown since its inception was -78.70%, which is greater than YCS's maximum drawdown of -49.56%. Use the drawdown chart below to compare losses from any high point for HDLB and YCS.


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Drawdown Indicators


HDLBYCSDifference

Max Drawdown

Largest peak-to-trough decline

-78.70%

-49.56%

-29.14%

Max Drawdown (1Y)

Largest decline over 1 year

-14.50%

-8.30%

-6.20%

Max Drawdown (3Y)

Largest decline over 3 years

-22.46%

-23.05%

+0.59%

Max Drawdown (5Y)

Largest decline over 5 years

-43.81%

-27.32%

-16.49%

Max Drawdown (10Y)

Largest decline over 10 years

-27.32%

Current Drawdown

Current decline from peak

-14.15%

0.00%

-14.15%

Average Drawdown

Average peak-to-trough decline

-27.47%

-19.93%

-7.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.62%

2.66%

+3.96%

Volatility

HDLB vs. YCS - Volatility Comparison

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB) has a higher volatility of 6.21% compared to ProShares UltraShort Yen (YCS) at 2.75%. This indicates that HDLB's price experiences larger fluctuations and is considered to be riskier than YCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HDLBYCSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.21%

2.75%

+3.46%

Volatility (6M)

Calculated over the trailing 6-month period

18.14%

12.32%

+5.82%

Volatility (1Y)

Calculated over the trailing 1-year period

26.46%

17.27%

+9.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.55%

21.10%

+9.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.58%

19.01%

+24.57%

HDLB vs. YCS - Expense Ratio Comparison

HDLB has a 1.65% expense ratio, which is higher than YCS's 1.00% expense ratio.


Dividends

HDLB vs. YCS - Dividend Comparison

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


PositionTTM2025202420232022202120202019
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%
YCS
ProShares UltraShort Yen
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HDLB and YCS have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HDLB has higher volatility (6.21%) compared to YCS (2.75%). In terms of maximum drawdown, HDLB dropped -78.70% vs YCS's -49.56%.

On 5-year performance, YCS leads with 23.54% vs 11.24% for HDLB. On fees, YCS is cheaper at 1.00% per year. On volatility, YCS has been the lower-risk option at 2.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, YCS has performed better with a 23.54% return vs 11.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

YCS is cheaper with a 1.00% expense ratio, compared with 1.65% for HDLB.

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

HDLB is categorized as Leveraged Equities, while YCS is Leveraged Currency. HDLB tracks Solactive US High Dividend Low Volatility (USD)(TR) (200%), while YCS tracks USD/JPY Exchange Rate (-200%). They also come from different issuers: UBS and ProShares. Their fees differ too: 1.65% for HDLB and 1.00% for YCS.

YCS currently has the higher Sharpe Ratio (1.92 vs 0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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