Screener
MBOX vs FDVV
Freedom Day Dividend ETF vs Fidelity High Dividend ETF
Key differences
Both MBOX and FDVV are equity ETFs. MBOX charges 0.39% a year and FDVV 0.15%. The main difference: MBOX follows a active selection strategy; FDVV uses index tracking.
- MBOX follows a active selection strategy; FDVV uses index tracking.
- 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
| MBOX | FDVV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.15% |
| Fund size (AUM) | $141M | $9.8B |
| Since | 2021 | 2016 |
| Dividend yield | 1.91% | 2.69% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.3% | +23.3% |
| CAGR 3Y | +20.8% | +20.9% |
| CAGR 5Y | +12.0% | +13.6% |
| Sharpe 3Y | 1.20 | 1.29 |
| Volatility 1Y | 10.84% | 10.08% |
| Max drawdown | -16.42% | -40.25% |
Similar to MBOX and FDVV
Explore further