HDLB vs LITL

Comparison between UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044 (HDLB, ETF) and Simplify Piper Sandler US SmallCap PLUS Income ETF (LITL, ETF).

HDLB vs LITL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDLB(ETF)	LITL(ETF)
Net Assets	$5.50M	$5.50M
Expense Ratio	N/A	0.91%
Max Drawdown	79.05%	9.74%
Sharpe Ratio	0.64	0.82
5Y Beta	0.63	1.18
P/E Ratio	N/A	10.34
Forward P/E	N/A	12.83
5Y Dividends CAGR	9.65%	N/A
5Y EPS CAGR	N/A	19.72%
Debt to Equity	N/A	54.26%
P/S Ratio	N/A	1.48
P/B Ratio	N/A	2.14

Net Assets

HDLB

$5.50M

LITL

$5.50M

Expense Ratio

HDLB

N/A

LITL

0.91%

Max Drawdown

HDLB

79.05%

Winner

LITL

9.74%

Sharpe Ratio

HDLB

0.64

Winner

LITL

0.82

5Y Beta

Winner

HDLB

0.63

LITL

1.18

P/E Ratio

HDLB

N/A

LITL

10.34

Forward P/E

HDLB

N/A

LITL

12.83

5Y Dividends CAGR

HDLB

9.65%

LITL

N/A

5Y EPS CAGR

HDLB

N/A

LITL

19.72%

Debt to Equity

HDLB

N/A

LITL

54.26%

P/S Ratio

HDLB

N/A

LITL

1.48

P/B Ratio

HDLB

N/A

LITL

2.14

HDLB vs LITL - Historical Returns

Returns include dividend reinvestment.

Period	HDLB	LITL
1 month	-5.20%	-1.13%
3 months	-13.09%	+5.16%
6 months	+8.23%	+6.86%
1 year	+19.65%	+19.08%
5 years(CAGR)	+11.23%	N/A
Max(CAGR)	+4.19%	+23.40%

HDLB

-5.20%

Winner

LITL

-1.13%

HDLB

-13.09%

Winner

LITL

+5.16%

Winner

HDLB

+8.23%

LITL

+6.86%

Winner

HDLB

+19.65%

LITL

+19.08%

5Y(CAGR)

HDLB

+11.23%

LITL

N/A

Max(CAGR)

HDLB

+4.19%

Winner

LITL

+23.40%

HDLB vs LITL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	HDLB	LITL
2026	+8.72%	+6.80%
2025	+26.23%	+18.37%
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 LITL Drawdown Comparison

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

The maximum drawdown for LITL was -9.32%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.

The current HDLB drawdown is -14.49%. The current LITL drawdown is -1.45%.

Rank	HDLB	LITL
#1	-78.65% Feb 20, 2020 - Feb 24, 2025	-9.32% Jan 22, 2026 - Apr 17, 2026
#2	-20.94% Apr 3, 2025 - May 19, 2025	-8.53% Jul 3, 2025 - Aug 22, 2025
#3	-16.14% Mar 2, 2026 - Jun 4, 2026	-7.68% Sep 11, 2025 - Nov 26, 2025
#4	-11.95% Oct 1, 2025 - Jan 30, 2026	-4.19% May 1, 2026 - May 27, 2026
#5	-9.03% May 19, 2025 - Jul 2, 2025	-3.90% May 13, 2025 - Jun 6, 2025
#6	-6.93% Mar 10, 2025 - Mar 31, 2025	-3.21% Jun 10, 2025 - Jun 26, 2025
#7	-5.29% Jan 17, 2020 - Feb 13, 2020	-3.08% Dec 11, 2025 - Jan 12, 2026
#8	-5.08% Jul 24, 2025 - Aug 13, 2025	-1.90% Apr 20, 2026 - May 1, 2026
#9	-4.64% Aug 22, 2025 - Oct 1, 2025	-1.65% Jan 15, 2026 - Jan 21, 2026
#10	-4.11% Mar 3, 2025 - Mar 7, 2025	-1.60% Jun 1, 2026 - Jun 4, 2026
#11	-3.46% Jul 10, 2025 - Jul 22, 2025	-1.59% Aug 27, 2025 - Sep 4, 2025
#12	-3.40% Feb 4, 2026 - Feb 10, 2026	-1.45% Jun 4, 2026 - Jun 5, 2026
#13	-2.61% Nov 4, 2019 - Dec 6, 2019	-1.34% Aug 22, 2025 - Aug 27, 2025
#14	-2.09% Feb 25, 2025 - Mar 3, 2025	-1.15% Nov 26, 2025 - Dec 3, 2025
#15	-2.02% Jul 3, 2025 - Jul 10, 2025	-1.15% Sep 4, 2025 - Sep 11, 2025