Compare · 2 funds side by side · dividends reinvested

MBOX and CGDV

MBOXFreedom Day×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,224MBOX · best of the two

02 / 04

MBOX and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Freedom Day Dividend ETFIncome · Dividend stocks0.39%1.83%+23.9%+25.8%+22.0%+12.8%−6.9%10.4%$156M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MBOX 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Freedom Day Dividend ETF · $156M$18,224

MBOX

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

MBOXMeasureCGDV

+23.9%Year to dateJan 1 → Nov 3+13.0%

+25.8%1 yearTotal return+16.1%

+22.0%3 years · per year$10,000 became $18,162 · $19,988+26.0%

+12.8%5 years · per year$10,000 became $18,224 · […][…]

0.39%Expense ratio$39 · $33 a year on $10k · lower is better0.33%

1.83%Trailing 12-mo yield$183 · $123 a year on $10k1.23%

−6.9%Worst dropSmaller is better−9.7%

10.4%VolatilityLower is calmer12.6%

MBOXCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2MBOX wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MBOX vs CGDV: Top 5 Holdings

Today

MBOX

14.0%in top 5

CGDV

in top 524.1%

MBOXStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

3.1%ACNnot top 5

2.9%JPMnot top 5

2.8%AMGNnot top 5

2.6%KRnot top 5

2.6%XOMnot top 5

Held in common9.9%

End-of-day Nov 3, 2026 · share of each fund

MBOX vs CGDV Returns, Every Period

Freedom DayMBOX

+25.8%

past year

CGDVCapital Group

+16.1%

past year

MBOXCGDVFaded: behind in that period

2–1MBOX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MBOX vs CGDV

YTD

Freedom DayMBOX

+23.9%

CGDVCapital Group

+13.0%

+23.9%Year to date+13.0%

−6.9%Worst drop · 1Y−9.7%

10.4%Volatility · 1Y12.6%

1.8%Yield1.2%

$156MAssets$38.8B

4–0MBOX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBOX, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

MBOX0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MBOX, CGDV

1.83%highest, MBOX

FundTrailing yieldYield$10k

MBOX1.83%$183

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$144most kept, MBOX

MBOX$183 − $39 = $144

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MBOX, CGDV

Today

9.9%most shared, MBOX and CGDV

MBOXCGDV

MBOX—9.9%

CGDV9.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.8%MBOX, at 10.4% volatility

MBOXWorst drop−6.9%10.4% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MBOXCGDV

+23.9%Year to date+13.0%

1.8%Yield1.2%

+25.8%Past year+16.1%

0.39%Fee0.33%

3–1MBOX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026