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MBOX vs DIVB

Freedom Day Dividend ETF vs iShares Core Dividend ETF

MBOX

Freedom Day Dividend ETF

Annual cost

0.39%

Fund size

$141M

DIVB

iShares Core Dividend ETF

Annual cost

0.05%

Fund size

$1.5B

Key differences

Both MBOX and DIVB are equity ETFs. MBOX charges 0.39% a year and DIVB 0.05%. The main difference: MBOX follows a active selection strategy; DIVB uses index tracking.

  • MBOX follows a active selection strategy; DIVB uses index tracking.
  • DIVB costs 0.34% less per year.
  • DIVB is much larger than MBOX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DIVB has delivered higher annualized returns.

Side-by-side comparison

MBOXDIVB
Annual cost (TER)0.39%0.05%
Fund size (AUM)$141M$1.5B
Since20212017
Dividend yield1.91%2.20%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.3%+28.7%
CAGR 3Y+20.8%+22.6%
CAGR 5Y+12.0%+12.2%
Sharpe 3Y1.201.33
Volatility 1Y10.84%11.55%
Max drawdown-16.42%-36.93%

Similar to MBOX and DIVB