Compare · 2 funds side by side · dividends reinvested

MBOX and DGRO

MBOXFreedom Day×DGROiShares×

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 DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.4

Freedom Day Dividend ETFIncome · Dividend stocks0.39%1.83%+23.9%+25.8%+22.0%+12.8%−6.9%10.4%$156M1.6

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 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

MBOX

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,027

$10,000 five years ago, dividends reinvested · they hold 20.8% in common

MBOXMeasureDGRO

+23.9%Year to dateJan 1 → Nov 3+18.0%

+25.8%1 yearTotal return+21.0%

+22.0%3 years · per year$10,000 became $18,162 · $18,210+22.1%

+12.8%5 years · per year$10,000 became $18,224 · $17,027+11.2%

0.39%Expense ratio$39 · $8 a year on $10k · lower is better0.08%

1.83%Trailing 12-mo yield$183 · $185 a year on $10k1.85%

−6.9%Worst dropSmaller is better−6.5%

10.4%VolatilityLower is calmer9.5%

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

3–5DGRO 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 DGRO: Top 5 Holdings

Today

MBOX

14.0%in top 5

DGRO

in top 515.2%

MBOXStockDGRO

2.6%XOM3.3%

3.1%ACNnot top 5

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

2.9%JPMnot top 5

not top 5JNJ2.8%

2.8%AMGNnot top 5

2.6%KRnot top 5

Held in common20.8%

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

MBOX vs DGRO Returns, Every Period

Freedom DayMBOX

+12.8%

5 years, per year

DGROiShares

+11.2%

5 years, per year

MBOXDGROFaded: behind in that period

3–1MBOX wins

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

MBOX vs DGRO

YTD

Freedom DayMBOX

+23.9%

DGROiShares

+18.0%

+23.9%Year to date+18.0%

−6.9%Worst drop · 1Y−6.5%

10.4%Volatility · 1Y9.5%

1.8%Yield1.8%

$156MAssets$45.1B

2–1DGRO wins

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

Cost, Income and Risk

Fees: MBOX, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

MBOX0.39%$39

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

Yields: MBOX, DGRO

1.85%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.85%$185

MBOX1.83%$183

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

Income After Fees on $10,000

$177most kept, DGRO

DGRO$185 − $8 = $177

MBOX$183 − $39 = $144

KeptFee

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

Overlap: MBOX, DGRO

Today

20.8%most shared, MBOX and DGRO

MBOXDGRO

MBOX—20.8%

DGRO20.8%—

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

DGROWorst drop−6.5%9.5% vol

MBOXWorst drop−6.9%10.4% vol

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

Paid More vs Made More

YTD

DGROMBOX

+18.0%Year to date+23.9%

1.8%Yield1.8%

+21.0%Past year+25.8%

0.08%Fee0.39%

2–1MBOX 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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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