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XUDV vs MBOX

Franklin U.S. Dividend Booster Index ETF vs Freedom Day Dividend ETF

XUDV

Franklin U.S. Dividend Booster Index ETF

Annual cost

0.09%

Fund size

$67M

MBOX

Freedom Day Dividend ETF

Annual cost

0.39%

Fund size

$141M

Key differences

Both XUDV and MBOX are equity ETFs. XUDV charges 0.09% a year and MBOX 0.39%. The main difference: XUDV follows a index tracking strategy; MBOX uses active selection.

  • XUDV follows a index tracking strategy; MBOX uses active selection.
  • XUDV costs 0.30% less per year.

Side-by-side comparison

XUDVMBOX
Annual cost (TER)0.09%0.39%
Fund size (AUM)$67M$141M
Since20252021
Dividend yield3.42%1.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+30.0%+24.3%
CAGR 3YN/A+20.8%
CAGR 5YN/A+12.0%
Sharpe 3YN/A1.20
Volatility 1Y12.32%10.84%
Max drawdown-15.99%-16.42%

Similar to XUDV and MBOX