Compare · 3 funds side by side · dividends reinvested

MBOX, SPYM and SPY

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

02 / 04

MBOX, SPYM 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%$159M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.9

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%$805B2.6

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

MBOX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

MBOXMeasureSPYM

+22.6%Year to dateJan 1 → Nov 5+8.4%

+25.8%1 yearTotal return+9.8%

+21.1%3 years · per year$10,000 became $17,774 · $18,222+22.1%

+12.6%5 years · per year$10,000 became $18,094 · $17,164+11.4%

0.39%Expense ratio$39 · $2 a year on $10k · lower is better0.02%

1.85%Trailing 12-mo yield$185 · $106 a year on $10k1.06%

−6.9%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.6%

MBOXSPYM 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 SPYM: Top 5 Holdings

Today

MBOX

14.1%in top 5

SPYM

in top 527.7%

MBOXStockSPYM

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 SPYM Returns, Every Period

Freedom DayMBOX

+12.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

MBOXSPYMFaded: 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 SPYM

YTD

Freedom DayMBOX

+22.6%

SPYMSPDR

+8.4%

+22.6%Year to date+8.4%

−6.9%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.6%

1.8%Yield1.1%

$159MAssets$182B

4–0MBOX wins

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

Cost, Income and Risk

Fees: MBOX, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

MBOX0.39%$39

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

Yields: MBOX, SPYM, SPY

1.85%highest, MBOX

FundTrailing yieldYield$10k

MBOX1.85%$185

SPYM1.06%$106

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

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: MBOX, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

MBOXSPYMSPY

MBOX—10.2%10.2%

SPYM10.2%—99.9%

SPY10.2%99.9%—

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

Return vs Bumpiness: 3 ETFs

+25.8%MBOX, at 10.8% volatility

MBOXWorst drop−6.9%10.8% vol

SPYMWorst drop−8.9%13.6% 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

MBOXSPYM

+22.6%Year to date+8.4%

1.8%Yield1.1%

+25.8%Past year+9.8%

0.39%Fee0.02%

3–1MBOX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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