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FDRX vs MBOX

Founder-Led 2x Daily ETF vs Freedom Day Dividend ETF

FDRX

Founder-Led 2x Daily ETF

Annual cost

1.08%

Fund size

$22M

MBOX

Freedom Day Dividend ETF

Annual cost

0.39%

Fund size

$141M

Key differences

Both FDRX and MBOX are equity ETFs. FDRX charges 1.08% a year and MBOX 0.39%. The main difference: FDRX follows a leveraged strategy; MBOX uses active selection.

  • FDRX follows a leveraged strategy; MBOX uses active selection.
  • MBOX costs 0.69% less per year.
  • MBOX is much larger than FDRX. Larger funds are usually more liquid and less likely to close.
  • MBOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRXMBOX
Annual cost (TER)1.08%0.39%
Fund size (AUM)$22M$141M
Since20262021
Dividend yield1.91%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedactive 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-38.44%-16.42%

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

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