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MBOX vs CGCV
Freedom Day Dividend ETF vs Capital Group Conservative Equity ETF
Key differences
Both MBOX and CGCV are equity ETFs. MBOX charges 0.39% a year and CGCV 0.33%. The main difference: MBOX follows a active selection strategy; CGCV uses index tracking.
- MBOX follows a active selection strategy; CGCV uses index tracking.
- CGCV costs 0.06% less per year.
- CGCV is much larger than MBOX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MBOX | CGCV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.33% |
| Fund size (AUM) | $141M | $1.8B |
| Since | 2021 | 2024 |
| Dividend yield | 1.91% | 1.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.3% | +16.1% |
| CAGR 3Y | +20.8% | N/A |
| CAGR 5Y | +12.0% | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 10.84% | 9.80% |
| Max drawdown | -16.42% | -13.13% |
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