Compare · 2 funds side by side · dividends reinvested

MBOX and VYM

MBOXFreedom Day×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,729MBOX · best of the two

02 / 04

MBOX and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Freedom Day Dividend ETFIncome · Dividend stocks0.39%1.80%+25.8%+28.3%+22.3%+13.4%−6.9%10.4%$156M1.5

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: MBOX 2021 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Freedom Day Dividend ETF · $156M$18,729

MBOX

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

MBOXMeasureVYM

+25.8%Year to dateJan 1 → Nov 4+17.2%

+28.3%1 yearTotal return+21.2%

+22.3%3 years · per year$10,000 became $18,295 · $17,970+21.6%

+13.4%5 years · per year$10,000 became $18,729 · $17,742+12.2%

0.39%Expense ratio$39 · $4 a year on $10k · lower is better0.04%

1.80%Trailing 12-mo yield$180 · $222 a year on $10k2.22%

−6.9%Worst dropSmaller is better−6.7%

10.4%VolatilityLower is calmer10.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MBOX vs VYM: Top 5 Holdings

Today

MBOX

13.8%in top 5

VYM

in top 518.2%

MBOXStockVYM

not top 5AVGO6.9%

2.8%JPM3.8%

3.0%ACNnot top 5

2.6%XOM2.8%

2.7%AMGNnot top 5

not top 5JNJ2.7%

2.6%KRnot top 5

not top 5ABBV2.0%

Held in common21.3%

End-of-day Nov 4, 2026 · share of each fund

MBOX vs VYM Returns, Every Period

Freedom DayMBOX

+13.4%

5 years, per year

VYMVanguard

+12.2%

5 years, per year

MBOXVYMFaded: behind in that period

4–0MBOX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MBOX vs VYM

YTD

Freedom DayMBOX

+25.8%

VYMVanguard

+17.2%

+25.8%Year to date+17.2%

−6.9%Worst drop · 1Y−6.7%

10.4%Volatility · 1Y10.1%

1.8%Yield2.2%

$156MAssets$78.9B

3–1VYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBOX, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

MBOX0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MBOX, VYM

2.22%highest, VYM

FundTrailing yieldYield$10k

VYM2.22%$222

MBOX1.80%$180

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

MBOX$180 − $39 = $141

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MBOX, VYM

Today

21.3%most shared, MBOX and VYM

MBOXVYM

MBOX—21.3%

VYM21.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.3%MBOX, at 10.4% volatility

VYMWorst drop−6.7%10.1% vol

MBOXWorst drop−6.9%10.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VYMMBOX

+17.2%Year to date+25.8%

2.2%Yield1.8%

+21.2%Past year+28.3%

0.04%Fee0.39%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026