HDLB
+0.29 · +1.85%
$16.06 · NYSE ARCA

ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB) ETF Analysis | Trading--Leveraged Equity

UBS · USA
AUM:$5.9M
#– of – in Trading--Leveraged Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 33.0% over the past year, reflecting strong price momentum.

What is HDLB?

The index is designed to measure the performance of 40 dividend yielding, relatively lower volatility Index Constituent Securities from the universe of the largest 1,000 U. listed stocks by market capitalization, as described herein.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Strong Recent Performance
HDLB delivered 33.0% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 64.7% of the ETF — significant weight in a small number of names.
Notable Dividend Yield
Current yield of 11.08% provides a meaningful income component alongside market exposure.
ETF Information
AUM$5.9M
Expense Ratio0.00%
Dividend Yield11.08%
Holdings40
Inception DateOct 2019
Domicile–
Distribution–
Index–
ProviderUBS
Beta1.23
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact

How would HDLB affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.9%
1Y
+15.6%
3Y
+116.9%
5Y
+88.2%
OpenBook InsightIf you had invested £10,000 in HDLB 5 years ago, it would have grown to £18,817 — a gain of £8,817.

Annual Returns

Calendar year performance

HDLB delivered positive returns in 3 of the last 5 calendar years.
YearHDLB
2026 YTD+21.4%
2025+26.2%
2024+23.3%
2023-5.6%
2022-10.0%
CAGR 4yr+7.2%
3/5 positive yearsAvg return: +11.1%Worst year: -10.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
24.2%
Moderate
Momentum
+5.0%
30-day change
Support Level
17.48
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.