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MBOX vs CGDV
Freedom Day Dividend ETF vs Capital Group Dividend Value ETF
Key differences
Both MBOX and CGDV are equity ETFs. MBOX charges 0.39% a year and CGDV 0.33%. The main difference: CGDV costs 0.06% less per year.
- CGDV costs 0.06% less per year.
- CGDV is much larger than MBOX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGDV has delivered higher annualized returns.
Side-by-side comparison
| MBOX | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.33% |
| Fund size (AUM) | $141M | $35.2B |
| Since | 2021 | 2022 |
| Dividend yield | 1.91% | 1.17% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.3% | +28.4% |
| CAGR 3Y | +20.8% | +25.5% |
| CAGR 5Y | +12.0% | N/A |
| Sharpe 3Y | 1.20 | 1.47 |
| Volatility 1Y | 10.84% | 11.84% |
| Max drawdown | -16.42% | -21.81% |
Similar to MBOX and CGDV
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