HDLB vs EPSV

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

HDLB vs EPSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

HDLB

$5.20M

EPSV

$5.20M

Expense Ratio

HDLB

N/A

EPSV

0.88%

Max Drawdown

HDLB

79.05%

Winner

EPSV

8.93%

Sharpe Ratio

HDLB

0.67

Winner

EPSV

1.95

5Y Beta

Winner

HDLB

0.62

EPSV

1.12

P/E Ratio

HDLB

N/A

EPSV

23.80

Forward P/E

HDLB

N/A

EPSV

15.56

PEG Ratio

HDLB

N/A

EPSV

0.30

5Y Dividends CAGR

HDLB

9.53%

EPSV

N/A

5Y EPS CAGR

HDLB

N/A

EPSV

9.62%

Debt to Equity

HDLB

N/A

EPSV

30.19%

P/S Ratio

HDLB

N/A

EPSV

1.39

P/B Ratio

HDLB

N/A

EPSV

2.31

HDLB vs EPSV - Historical Returns

Returns include dividend reinvestment.

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

HDLB

+3.42%

Winner

EPSV

+4.98%

HDLB

-1.57%

Winner

EPSV

+22.00%

HDLB

+17.07%

Winner

EPSV

+25.24%

HDLB

+23.06%

Winner

EPSV

+45.24%

5Y(CAGR)

HDLB

+12.42%

EPSV

N/A

Max(CAGR)

HDLB

+5.36%

Winner

EPSV

+48.22%

HDLB vs EPSV - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

HDLB vs EPSV Drawdown Comparison

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

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

The current HDLB drawdown is -7.86%.

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