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FDRS vs MBOX

Founder-Led ETF vs Freedom Day Dividend ETF

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

MBOX

Freedom Day Dividend ETF

Annual cost

0.39%

Fund size

$141M

Key differences

Both FDRS and MBOX are equity ETFs. FDRS charges 0.49% a year and MBOX 0.39%. The main difference: FDRS follows a index tracking strategy; MBOX uses active selection.

  • FDRS follows a index tracking strategy; MBOX uses active selection.
  • MBOX costs 0.10% less per year.

Side-by-side comparison

FDRSMBOX
Annual cost (TER)0.49%0.39%
Fund size (AUM)$94M$141M
Since20252021
Dividend yield1.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+24.3%
CAGR 3YN/A+20.8%
CAGR 5YN/A+12.0%
Sharpe 3YN/A1.20
Volatility 1Y10.84%
Max drawdown-21.64%-16.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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