Screener
FDRR vs MBOX
Fidelity Dividend ETF for Rising Rates vs Freedom Day Dividend ETF
Key differences
Both FDRR and MBOX are equity ETFs. FDRR charges 0.15% a year and MBOX 0.39%. The main difference: FDRR follows a index tracking strategy; MBOX uses active selection.
- FDRR follows a index tracking strategy; MBOX uses active selection.
- FDRR covers global markets; MBOX covers North America.
- FDRR costs 0.24% less per year.
- FDRR is much larger than MBOX. Larger funds are usually more liquid and less likely to close.
- FDRR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDRR | MBOX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $728M | $141M |
| Since | 2016 | 2021 |
| Dividend yield | 2.08% | 1.91% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.5% | +24.3% |
| CAGR 3Y | +21.5% | +20.8% |
| CAGR 5Y | +12.0% | +12.0% |
| Sharpe 3Y | 1.22 | 1.20 |
| Volatility 1Y | 11.19% | 10.84% |
| Max drawdown | -36.52% | -16.42% |
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