EPSV vs HDLB

Comparison between HARBOR SMID CAP VALUE ETF (EPSV, ETF) and UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044 (HDLB, ETF).

EPSV vs HDLB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPSV(ETF)	HDLB(ETF)
Net Assets	$5.20M	$5.20M
Expense Ratio	0.88%	N/A
Max Drawdown	8.93%	79.05%
Sharpe Ratio	1.95	0.67
5Y Beta	1.12	0.62
P/E Ratio	23.80	N/A
Forward P/E	15.56	N/A
PEG Ratio	0.30	N/A
5Y Dividends CAGR	N/A	9.53%
5Y EPS CAGR	9.62%	N/A
Debt to Equity	30.19%	N/A
P/S Ratio	1.39	N/A
P/B Ratio	2.31	N/A

Net Assets

EPSV

$5.20M

HDLB

$5.20M

Expense Ratio

EPSV

0.88%

HDLB

N/A

Max Drawdown

Winner

EPSV

8.93%

HDLB

79.05%

Sharpe Ratio

Winner

EPSV

1.95

HDLB

0.67

5Y Beta

EPSV

1.12

Winner

HDLB

0.62

P/E Ratio

EPSV

23.80

HDLB

N/A

Forward P/E

EPSV

15.56

HDLB

N/A

PEG Ratio

EPSV

0.30

HDLB

N/A

5Y Dividends CAGR

EPSV

N/A

HDLB

9.53%

5Y EPS CAGR

EPSV

9.62%

HDLB

N/A

Debt to Equity

EPSV

30.19%

HDLB

N/A

P/S Ratio

EPSV

1.39

HDLB

N/A

P/B Ratio

EPSV

2.31

HDLB

N/A

EPSV vs HDLB - Historical Returns

Returns include dividend reinvestment.

Period	EPSV	HDLB
1 month	+4.98%	+3.42%
3 months	+22.00%	-1.57%
6 months	+25.24%	+17.07%
1 year	+45.24%	+23.06%
5 years(CAGR)	N/A	+12.42%
Max(CAGR)	+48.22%	+5.36%

Winner

EPSV

+4.98%

HDLB

+3.42%

Winner

EPSV

+22.00%

HDLB

-1.57%

Winner

EPSV

+25.24%

HDLB

+17.07%

Winner

EPSV

+45.24%

HDLB

+23.06%

5Y(CAGR)

EPSV

N/A

HDLB

+12.42%

Max(CAGR)

Winner

EPSV

+48.22%

HDLB

+5.36%

EPSV vs HDLB - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	EPSV	HDLB
2026	+25.80%	+17.15%
2025	+20.90%	+26.23%
2024	N/A	+23.36%
2023	N/A	-5.29%
2022	N/A	-11.13%
2021	N/A	+65.37%
2020	N/A	-49.82%
2019	N/A	+7.93%

EPSV vs HDLB Drawdown Comparison

The maximum drawdown for EPSV was -8.93%, occurring on Mar 20, 2026. Recovery took 35 trading sessions.

The maximum drawdown for HDLB was -78.65%, occurring on Mar 23, 2020. Recovery took 1259 trading sessions.

The current HDLB drawdown is -7.86%.

Rank	EPSV	HDLB
#1	-8.93% Feb 20, 2026 - Apr 13, 2026	-78.65% Feb 20, 2020 - Feb 24, 2025
#2	-6.77% Oct 24, 2025 - Dec 3, 2025	-20.94% Apr 3, 2025 - May 19, 2025
#3	-4.77% Oct 6, 2025 - Oct 23, 2025	-16.14% Mar 2, 2026 - Jun 4, 2026
#4	-4.44% Jul 23, 2025 - Aug 13, 2025	-11.95% Oct 1, 2025 - Jan 30, 2026
#5	-4.33% May 8, 2026 - May 26, 2026	-9.03% May 19, 2025 - Jul 2, 2025
#6	-4.31% May 16, 2025 - Jun 10, 2025	-6.93% Mar 10, 2025 - Mar 31, 2025
#7	-3.61% Dec 11, 2025 - Jan 6, 2026	-5.29% Jan 17, 2020 - Feb 13, 2020
#8	-2.67% Jul 10, 2025 - Jul 23, 2025	-5.08% Jul 24, 2025 - Aug 13, 2025
#9	-2.66% Jun 4, 2026 - Jun 11, 2026	-4.64% Aug 22, 2025 - Oct 1, 2025
#10	-2.22% Sep 18, 2025 - Oct 6, 2025	-4.11% Mar 3, 2025 - Mar 7, 2025
#11	-2.16% Jun 10, 2025 - Jun 24, 2025	-3.46% Jul 10, 2025 - Jul 22, 2025
#12	-1.99% Jan 15, 2026 - Jan 21, 2026	-3.40% Feb 4, 2026 - Feb 10, 2026
#13	-1.77% Aug 13, 2025 - Aug 22, 2025	-2.61% Nov 4, 2019 - Dec 6, 2019
#14	-1.70% Sep 5, 2025 - Sep 18, 2025	-2.09% Feb 25, 2025 - Mar 3, 2025
#15	-1.67% Jan 21, 2026 - Feb 3, 2026	-2.02% Jul 3, 2025 - Jul 10, 2025