Screener
FDVV vs MBOX
Fidelity High Dividend ETF vs Freedom Day Dividend ETF
Key differences
Both FDVV and MBOX are equity ETFs. FDVV charges 0.15% a year and MBOX 0.39%. The main difference: FDVV follows a index tracking strategy; MBOX uses active selection.
- FDVV follows a index tracking strategy; MBOX uses active selection.
- FDVV costs 0.24% less per year.
- FDVV is much larger than MBOX. Larger funds are usually more liquid and less likely to close.
- FDVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDVV | MBOX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $9.8B | $141M |
| Since | 2016 | 2021 |
| Dividend yield | 2.69% | 1.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.3% | +24.3% |
| CAGR 3Y | +20.9% | +20.8% |
| CAGR 5Y | +13.6% | +12.0% |
| Sharpe 3Y | 1.29 | 1.20 |
| Volatility 1Y | 10.08% | 10.84% |
| Max drawdown | -40.25% | -16.42% |
Similar to FDVV and MBOX
Explore further