HDLB vs ISHP

Comparison between UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044 (HDLB, ETF) and FIRST TRUST S-NETWORK E-COMMERCE ETF (ISHP, ETF).

5-Year PerformanceHDLB has outperformed ISHP, delivering a return of +12.4% compared to +1.0%

HDLB vs ISHP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDLB(ETF)	ISHP(ETF)
Net Assets	$5.20M	$5.20M
Expense Ratio	N/A	0.60%
Max Drawdown	79.05%	47.93%
Sharpe Ratio	0.71	-0.88
5Y Beta	0.61	0.96
P/E Ratio	N/A	20.96
Forward P/E	N/A	12.96
PEG Ratio	N/A	0.21
5Y Dividends CAGR	9.53%	26.34%
Debt to Equity	N/A	56.83%
P/S Ratio	N/A	0.55
P/B Ratio	N/A	2.80

Net Assets

HDLB

$5.20M

ISHP

$5.20M

Expense Ratio

HDLB

N/A

ISHP

0.60%

Max Drawdown

HDLB

79.05%

Winner

ISHP

47.93%

Sharpe Ratio

Winner

HDLB

0.71

ISHP

-0.88

5Y Beta

Winner

HDLB

0.61

ISHP

0.96

P/E Ratio

HDLB

N/A

ISHP

20.96

Forward P/E

HDLB

N/A

ISHP

12.96

PEG Ratio

HDLB

N/A

ISHP

0.21

5Y Dividends CAGR

HDLB

9.53%

Winner

ISHP

26.34%

Debt to Equity

HDLB

N/A

ISHP

56.83%

P/S Ratio

HDLB

N/A

ISHP

0.55

P/B Ratio

HDLB

N/A

ISHP

2.80

HDLB vs ISHP - Historical Returns

Returns include dividend reinvestment.

Period	HDLB	ISHP
1 month	+3.42%	-1.64%
3 months	-1.57%	-0.81%
6 months	+17.07%	-14.35%
1 year	+23.06%	-12.51%
5 years(CAGR)	+12.42%	+0.95%
10 years(CAGR)	N/A	+6.75%
Max(CAGR)	+5.36%	+6.75%

Winner

HDLB

+3.42%

ISHP

-1.64%

HDLB

-1.57%

Winner

ISHP

-0.81%

Winner

HDLB

+17.07%

ISHP

-14.35%

Winner

HDLB

+23.06%

ISHP

-12.51%

5Y(CAGR)

Winner

HDLB

+12.42%

ISHP

+0.95%

10Y(CAGR)

HDLB

N/A

ISHP

+6.75%

Max(CAGR)

HDLB

+5.36%

Winner

ISHP

+6.75%

HDLB vs ISHP - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HDLB	ISHP
2026	+17.15%	-14.44%
2025	+26.23%	+12.26%
2024	+23.36%	+26.80%
2023	-5.29%	+26.73%
2022	-11.13%	-33.60%
2021	+65.37%	+29.95%
2020	-49.82%	+15.53%
2019	+7.93%	+19.66%
2018	N/A	-3.09%
2017	N/A	+7.66%
2016	N/A	+2.16%

HDLB vs ISHP Drawdown Comparison

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

The maximum drawdown for ISHP was -47.58%, occurring on Nov 3, 2022. Recovery took 764 trading sessions.

The current HDLB drawdown is -7.86%. The current ISHP drawdown is -20.84%.

Rank	HDLB	ISHP
#1	-78.65% Feb 20, 2020 - Feb 24, 2025	-47.58% Nov 22, 2021 - Dec 6, 2024
#2	-20.94% Apr 3, 2025 - May 19, 2025	-33.11% Feb 19, 2020 - Jul 21, 2020
#3	-16.14% Mar 2, 2026 - Jun 4, 2026	-24.74% Sep 18, 2025 - Mar 27, 2026
#4	-11.95% Oct 1, 2025 - Jan 30, 2026	-21.02% Sep 12, 2018 - Nov 26, 2019
#5	-9.03% May 19, 2025 - Jul 2, 2025	-20.94% Feb 19, 2025 - Jul 1, 2025
#6	-6.93% Mar 10, 2025 - Mar 31, 2025	-14.35% Jan 29, 2018 - Aug 17, 2018
#7	-5.29% Jan 17, 2020 - Feb 13, 2020	-12.15% Dec 9, 2016 - Dec 5, 2017
#8	-5.08% Jul 24, 2025 - Aug 13, 2025	-10.29% Feb 12, 2021 - Apr 5, 2021
#9	-4.64% Aug 22, 2025 - Oct 1, 2025	-8.67% Dec 9, 2024 - Feb 6, 2025
#10	-4.11% Mar 3, 2025 - Mar 7, 2025	-8.44% Oct 15, 2020 - Nov 23, 2020
#11	-3.46% Jul 10, 2025 - Jul 22, 2025	-7.46% Jun 8, 2021 - Aug 23, 2021
#12	-3.40% Feb 4, 2026 - Feb 10, 2026	-6.91% Aug 25, 2021 - Oct 25, 2021
#13	-2.61% Nov 4, 2019 - Dec 6, 2019	-6.08% Sep 2, 2020 - Oct 5, 2020
#14	-2.09% Feb 25, 2025 - Mar 3, 2025	-4.87% May 7, 2021 - May 17, 2021
#15	-2.02% Jul 3, 2025 - Jul 10, 2025	-4.84% Dec 19, 2019 - Feb 19, 2020

Correlation

Correlation between HDLB and ISHP is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2016 - 2026)

HDLB vs ISHP dividend yield comparison.

Year	HDLB	ISHP
2026	5.03%	0.00%
2025	12.20%	1.34%
2024	10.09%	1.02%
2023	12.36%	1.58%
2022	10.86%	0.76%
2021	8.07%	0.53%
2020	16.23%	0.82%
2019	0.97%	1.16%
2018	0.00%	0.89%
2017	0.00%	1.65%
2016	0.00%	0.23%