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HDLB vs AGRH

Comparison between UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044 (HDLB, ETF) and ISHARES INTEREST RATE HEDGED U.S. AGGREGATE BOND ETF (AGRH, ETF).

HDLB vs AGRH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HDLB
$5.20M
Winner
AGRH
$5.30M
Expense Ratio
HDLB
N/A
AGRH
0.13%
Max Drawdown
HDLB
79.05%
Winner
AGRH
2.38%
Sharpe Ratio
HDLB
0.71
Winner
AGRH
1.52
5Y Beta
HDLB
0.61
Winner
AGRH
0.03
5Y Dividends CAGR
HDLB
9.53%
AGRH
N/A

HDLB vs AGRH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HDLB
+3.42%
AGRH
+0.59%
3M
HDLB
-1.57%
Winner
AGRH
+1.92%
6M
Winner
HDLB
+17.07%
AGRH
+2.46%
1Y
Winner
HDLB
+23.06%
AGRH
+6.05%
5Y(CAGR)
HDLB
+12.42%
AGRH
N/A
Max(CAGR)
HDLB
+5.36%
Winner
AGRH
+5.56%

HDLB vs AGRH - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearHDLBAGRH
2026+17.15%+1.94%
2025+26.23%+6.05%
2024+23.36%+6.13%
2023-5.29%+6.42%
2022-11.13%+1.75%
2021+65.37%N/A
2020-49.82%N/A
2019+7.93%N/A

HDLB vs AGRH Drawdown Comparison

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

The maximum drawdown for AGRH was -1.73%, occurring on Apr 9, 2025. Recovery took 63 trading sessions.

The current HDLB drawdown is -7.86%.

RankHDLBAGRH
#1-78.65%
Feb 20, 2020 - Feb 24, 2025
-1.73%
Feb 14, 2025 - May 16, 2025
#2-20.94%
Apr 3, 2025 - May 19, 2025
-1.50%
Aug 12, 2022 - Nov 18, 2022
#3-16.14%
Mar 2, 2026 - Jun 4, 2026
-0.98%
Mar 3, 2023 - Apr 13, 2023
#4-11.95%
Oct 1, 2025 - Jan 30, 2026
-0.67%
Jan 26, 2026 - Apr 8, 2026
#5-9.03%
May 19, 2025 - Jul 2, 2025
-0.66%
Sep 21, 2023 - Nov 3, 2023
#6-6.93%
Mar 10, 2025 - Mar 31, 2025
-0.44%
Jul 27, 2023 - Aug 22, 2023
#7-5.29%
Jan 17, 2020 - Feb 13, 2020
-0.42%
Apr 9, 2024 - Apr 25, 2024
#8-5.08%
Jul 24, 2025 - Aug 13, 2025
-0.39%
May 19, 2025 - Jun 2, 2025
#9-4.64%
Aug 22, 2025 - Oct 1, 2025
-0.37%
Jun 12, 2024 - Jul 5, 2024
#10-4.11%
Mar 3, 2025 - Mar 7, 2025
-0.36%
Aug 25, 2025 - Sep 5, 2025
#11-3.46%
Jul 10, 2025 - Jul 22, 2025
-0.34%
Feb 14, 2023 - Mar 3, 2023
#12-3.40%
Feb 4, 2026 - Feb 10, 2026
-0.31%
Nov 3, 2023 - Nov 7, 2023
#13-2.61%
Nov 4, 2019 - Dec 6, 2019
-0.30%
Dec 14, 2022 - Jan 9, 2023
#14-2.09%
Feb 25, 2025 - Mar 3, 2025
-0.30%
Aug 1, 2024 - Aug 14, 2024
#15-2.02%
Jul 3, 2025 - Jul 10, 2025
-0.30%
May 5, 2023 - May 23, 2023

Correlation

Correlation between HDLB and AGRH is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2019 - 2026)

HDLB vs AGRH dividend yield comparison.

YearHDLBAGRH
20265.03%1.49%
202512.20%4.63%
202410.09%5.17%
202312.36%4.69%
202210.86%1.24%
20218.07%0.00%
202016.23%0.00%
20190.97%0.00%

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