Compare · 2 funds side by side · dividends reinvested

MBOX and SPY

MBOXFreedom Day×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,094MBOX · best of the two

02 / 04

MBOX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Freedom Day Dividend ETFIncome · Dividend stocks0.39%1.85%+22.6%+25.8%+21.1%+12.6%−6.9%10.8%$159M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: MBOX 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Freedom Day Dividend ETF · $159M$18,094

MBOX

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

MBOXMeasureSPY

+22.6%Year to dateJan 1 → Nov 5+8.3%

+25.8%1 yearTotal return+9.7%

+21.1%3 years · per year$10,000 became $17,774 · $18,174+22.0%

+12.6%5 years · per year$10,000 became $18,094 · $17,099+11.3%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

1.85%Trailing 12-mo yield$185 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.6%

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

6–2MBOX wins

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

More Ways to See the Pairs

MBOX vs SPY: Top 5 Holdings

Today

MBOX

14.1%in top 5

SPY

in top 527.7%

MBOXStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.1%ACNnot top 5

2.9%JPMnot top 5

2.8%AMGNnot top 5

2.6%KRnot top 5

2.6%ROPnot top 5

not top 5GOOGL2.6%

Held in common10.2%

End-of-day Nov 5, 2026 · share of each fund

MBOX vs SPY Returns, Every Period

Freedom DayMBOX

+12.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

MBOXSPYFaded: behind in that period

3–1MBOX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: MBOX vs SPY

YTD

Freedom DayMBOX

+22.6%

SPYSPDR

+8.3%

+22.6%Year to date+8.3%

−6.9%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.6%

1.8%Yield1.0%

$159MAssets$805B

4–0MBOX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBOX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MBOX0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MBOX, SPY

1.85%highest, MBOX

FundTrailing yieldYield$10k

MBOX1.85%$185

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, MBOX

MBOX$185 − $39 = $146

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MBOX, SPY

Today

10.2%most shared, MBOX and SPY

MBOXSPY

MBOX—10.2%

SPY10.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.8%MBOX, at 10.8% volatility

MBOXWorst drop−6.9%10.8% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MBOXSPY

+22.6%Year to date+8.3%

1.8%Yield1.0%

+25.8%Past year+9.7%

0.39%Fee0.09%

3–1MBOX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026