Compare · 3 funds side by side · dividends reinvested

MBOX, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,164MBOX · best of the three

Story of the three · IncomeMost incomeMBOX · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

MBOX, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Freedom Day Dividend ETFIncome · Dividend stocks0.39%1.83%+24.0%+26.6%+20.0%+12.7%−6.9%10.8%$156M1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: MBOX 2021 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Freedom Day Dividend ETF · $156M$18,164

MBOX

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

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

MBOXMeasure

More Ways to See the Pairs

MBOX vs SPY: Top 5 Holdings

Today

MBOX

13.9%in top 5

SPY

in top 527.3%

MBOXStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.1%ACNnot top 5

Cost, Income and Risk

Fees: MBOX, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MBOX0.39%$39

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

Yields: MBOX, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPY

+24.0%Year to dateJan 1 → Nov 10+10.8%

+26.6%1 yearTotal return+13.0%

+20.0%3 years · per year$10,000 became $17,276 · $17,888+21.4%

+12.7%5 years · per year$10,000 became $18,164 · $17,358+11.7%

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

1.83%Trailing 12-mo yield$183 · $101 a year on $10k1.01%

−6.9%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.8%

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

6–2MBOX wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%JPMnot top 5

2.8%AMGNnot top 5

2.6%KRnot top 5

not top 5GOOGL2.6%

2.6%ROPnot top 5

Held in common10.1%

End-of-day Nov 10, 2026 · share of each fund

MBOX vs SPY Returns, Every Period

5Y

Freedom DayMBOX

+12.7%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

MBOXSPYFaded: behind in that period

3–1MBOX wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Core: MBOX vs IVV

YTD

Freedom DayMBOX

+24.0%

IVViShares

+10.9%

+24.0%Year to date+10.9%

−6.9%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.8%

1.8%Yield1.1%

$156MAssets$872B

4–0MBOX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, MBOX

FundTrailing yieldYield$10k

MBOX1.83%$183

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$144most kept, MBOX

MBOX$183 − $39 = $144

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MBOX, SPY, IVV

Today

99.9%most shared, SPY and IVV

MBOXSPYIVV

MBOX—10.1%10.1%

SPY10.1%—99.9%

IVV10.1%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.6%MBOX, at 10.8% volatility

MBOXWorst drop−6.9%10.8% vol

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MBOXIVV

+24.0%Year to date+10.9%

1.8%Yield1.1%

+26.6%Past year+13.0%

0.39%Fee0.03%

3–1MBOX wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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MBOX, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three