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DIVL vs MBOX

Madison Dividend Value ETF vs Freedom Day Dividend ETF

DIVL

Madison Dividend Value ETF

Annual cost

0.65%

Fund size

$61M

MBOX

Freedom Day Dividend ETF

Annual cost

0.39%

Fund size

$141M

Key differences

Both DIVL and MBOX are equity ETFs. DIVL charges 0.65% a year and MBOX 0.39%. The main difference: DIVL covers global markets; MBOX covers North America.

  • DIVL covers global markets; MBOX covers North America.
  • MBOX costs 0.26% less per year.

Side-by-side comparison

DIVLMBOX
Annual cost (TER)0.65%0.39%
Fund size (AUM)$61M$141M
Since20232021
Dividend yield1.78%1.91%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+14.5%+24.3%
CAGR 3YN/A+20.8%
CAGR 5YN/A+12.0%
Sharpe 3YN/A1.20
Volatility 1Y10.58%10.84%
Max drawdown-14.06%-16.42%

Similar to DIVL and MBOX