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MBOX vs LVHI
Freedom Day Dividend ETF vs Franklin International Low Volatility High Dividend Index ETF
Key differences
Both MBOX and LVHI are equity ETFs. MBOX charges 0.39% a year and LVHI 0.40%. The main difference: MBOX follows a active selection strategy; LVHI uses index tracking.
- MBOX follows a active selection strategy; LVHI uses index tracking.
- MBOX covers North America; LVHI covers global markets excluding the US.
- LVHI is much larger than MBOX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LVHI has delivered higher annualized returns.
- LVHI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MBOX | LVHI | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.40% |
| Fund size (AUM) | $141M | $4.9B |
| Since | 2021 | 2016 |
| Dividend yield | 1.91% | 3.68% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.3% | +29.6% |
| CAGR 3Y | +20.8% | +21.9% |
| CAGR 5Y | +12.0% | +16.0% |
| Sharpe 3Y | 1.20 | 1.55 |
| Volatility 1Y | 10.84% | 9.50% |
| Max drawdown | -16.42% | -32.31% |
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