HDLB vs WEPN

Comparison between UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044 (HDLB, ETF) and NICHOLAS DEFENSE AND RARE EARTH INCOME ETF (WEPN, ETF).

HDLB vs WEPN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDLB(ETF)	WEPN(ETF)
Net Assets	$5.50M	$5.60M
Expense Ratio	N/A	1.11%
Max Drawdown	79.05%	15.92%
Sharpe Ratio	0.64	-0.77
5Y Beta	0.63	1.64
P/E Ratio	N/A	43.85
Forward P/E	N/A	34.11
5Y Dividends CAGR	9.65%	N/A
Debt to Equity	N/A	52.81%
P/S Ratio	N/A	3.39
P/B Ratio	N/A	5.43

Net Assets

HDLB

$5.50M

Winner

WEPN

$5.60M

Expense Ratio

HDLB

N/A

WEPN

1.11%

Max Drawdown

HDLB

79.05%

Winner

WEPN

15.92%

Sharpe Ratio

Winner

HDLB

0.64

WEPN

-0.77

5Y Beta

Winner

HDLB

0.63

WEPN

1.64

P/E Ratio

HDLB

N/A

WEPN

43.85

Forward P/E

HDLB

N/A

WEPN

34.11

5Y Dividends CAGR

HDLB

9.65%

WEPN

N/A

Debt to Equity

HDLB

N/A

WEPN

52.81%

P/S Ratio

HDLB

N/A

WEPN

3.39

P/B Ratio

HDLB

N/A

WEPN

5.43

HDLB vs WEPN - Historical Returns

Returns include dividend reinvestment.

Period	HDLB	WEPN
1 month	-5.20%	+2.42%
3 months	-13.09%	-5.39%
6 months	+8.23%	N/A
1 year	+19.65%	N/A
5 years(CAGR)	+11.23%	N/A
Max(CAGR)	+4.19%	-23.52%

HDLB

-5.20%

Winner

WEPN

+2.42%

HDLB

-13.09%

Winner

WEPN

-5.39%

HDLB

+8.23%

WEPN

N/A

HDLB

+19.65%

WEPN

N/A

5Y(CAGR)

HDLB

+11.23%

WEPN

N/A

Max(CAGR)

Winner

HDLB

+4.19%

WEPN

-23.52%

HDLB vs WEPN - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	HDLB	WEPN
2026	+8.72%	-6.67%
2025	+26.23%	N/A
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 WEPN Drawdown Comparison

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

The maximum drawdown for WEPN was -15.13%, occurring on Mar 30, 2026. Recovery took 61 trading sessions.

The current HDLB drawdown is -14.49%. The current WEPN drawdown is -8.69%.

Rank	HDLB	WEPN
#1	-78.65% Feb 20, 2020 - Feb 24, 2025	-15.13% Mar 4, 2026 - Jun 1, 2026
#2	-20.94% Apr 3, 2025 - May 19, 2025	-8.69% Jun 1, 2026 - Jun 5, 2026
#3	-16.14% Mar 2, 2026 - Jun 4, 2026	N/A
#4	-11.95% Oct 1, 2025 - Jan 30, 2026	N/A
#5	-9.03% May 19, 2025 - Jul 2, 2025	N/A
#6	-6.93% Mar 10, 2025 - Mar 31, 2025	N/A
#7	-5.29% Jan 17, 2020 - Feb 13, 2020	N/A
#8	-5.08% Jul 24, 2025 - Aug 13, 2025	N/A
#9	-4.64% Aug 22, 2025 - Oct 1, 2025	N/A
#10	-4.11% Mar 3, 2025 - Mar 7, 2025	N/A
#11	-3.46% Jul 10, 2025 - Jul 22, 2025	N/A
#12	-3.40% Feb 4, 2026 - Feb 10, 2026	N/A
#13	-2.61% Nov 4, 2019 - Dec 6, 2019	N/A
#14	-2.09% Feb 25, 2025 - Mar 3, 2025	N/A
#15	-2.02% Jul 3, 2025 - Jul 10, 2025	N/A

Correlation

Correlation between HDLB and WEPN is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

-101