Compare · 3 funds side by side · dividends reinvested

MBOX, IVV and VOO

MBOXFreedom Day×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,910MBOX · best of the three

02 / 04

MBOX, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Freedom Day Dividend ETFIncome · Dividend stocks0.39%1.86%+21.8%+24.2%+20.5%+12.4%−6.9%10.8%$155M1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MBOX 2021 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Freedom Day Dividend ETF · $155M$17,910

MBOX

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

MBOXMeasureIVV

+21.8%Year to dateJan 1 → Nov 6+8.7%

+24.2%1 yearTotal return+9.8%

+20.5%3 years · per year$10,000 became $17,484 · $18,084+21.8%

+12.4%5 years · per year$10,000 became $17,910 · $17,177+11.4%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

1.86%Trailing 12-mo yield$186 · $114 a year on $10k1.14%

−6.9%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.6%

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

6–2MBOX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MBOX vs IVV: Top 5 Holdings

Today

MBOX

14.2%in top 5

IVV

in top 527.8%

MBOXStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.2%ACNnot top 5

2.9%JPMnot top 5

2.8%AMGNnot top 5

2.7%KRnot top 5

2.7%ROPnot top 5

not top 5GOOGL2.6%

Held in common10.1%

End-of-day Nov 6, 2026 · share of each fund

MBOX vs IVV Returns, Every Period

Freedom DayMBOX

+12.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

MBOXIVVFaded: behind in that period

3–1MBOX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: MBOX vs IVV

YTD

Freedom DayMBOX

+21.8%

IVViShares

+8.7%

+21.8%Year to date+8.7%

−6.9%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.6%

1.9%Yield1.1%

$155MAssets$853B

4–0MBOX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBOX, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MBOX0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MBOX, IVV, VOO

1.86%highest, MBOX

FundTrailing yieldYield$10k

MBOX1.86%$186

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, MBOX

MBOX$186 − $39 = $147

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MBOX, IVV, VOO

Today

92.2%most shared, IVV and VOO

MBOXIVVVOO

MBOX—10.1%9.5%

IVV10.1%—92.2%

VOO9.5%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.2%MBOX, at 10.8% volatility

MBOXWorst drop−6.9%10.8% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MBOXIVV

+21.8%Year to date+8.7%

1.9%Yield1.1%

+24.2%Past year+9.8%

0.39%Fee0.03%

3–1MBOX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026