Screener
MBOX vs FDRR
Freedom Day Dividend ETF vs Fidelity Dividend ETF for Rising Rates
Key differences
Both MBOX and FDRR are equity ETFs. MBOX charges 0.39% a year and FDRR 0.15%. The main difference: MBOX follows a active selection strategy; FDRR uses index tracking.
- MBOX follows a active selection strategy; FDRR uses index tracking.
- MBOX covers North America; FDRR covers global markets.
- FDRR costs 0.24% less per year.
- FDRR is much larger than MBOX. Larger funds are usually more liquid and less likely to close.
- FDRR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MBOX | FDRR | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.15% |
| Fund size (AUM) | $141M | $728M |
| Since | 2021 | 2016 |
| Dividend yield | 1.91% | 2.08% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.3% | +29.5% |
| CAGR 3Y | +20.8% | +21.5% |
| CAGR 5Y | +12.0% | +12.0% |
| Sharpe 3Y | 1.20 | 1.22 |
| Volatility 1Y | 10.84% | 11.19% |
| Max drawdown | -16.42% | -36.52% |
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