Loading…

Getting the latest data.

AMBOX

BCGDV

Measures won3–2MBOX wins · of 6 · 5Y

$10,000 · 5Y$18,069MBOX · JEPI $14,519

Lowest cost0.33%CGDV · $33 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common9.7%MBOX and CGDV

Freedom Day Dividend ETF · $158MCapital Group Dividend Value ETF · $39.0B

+20.5%3 years · per year$17,502 · $18,844+23.5%

+12.6%5 years · per year$18,069 · […][…]

0.39%Expense ratio$39 · $33 on $10k · lower wins0.33%

1.82%12-mo yield$182 · $124 on $10k

Cards for this view

MBOX

Freedom Day Dividend

$18,069

CGDV

Capital Group Dividend Value

[…]

MeasureMBOXCGDV

Fee0.39%0.33%

Cost on $10k a year$39$33

Yield1.82%1.24%

5 years, per year+12.6%[…]

3 years, per year+20.5%+23.5%

Worst drop · 1Y−6.9%−9.7%

Volatility · 1Y10.8%

#
1	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.82%	+0.1%	+24.6%	+24.9%	+20.5%	+12.6%	−6.9%	$158M
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.4%	+12.3%	+13.2%	+23.5%	new	−9.7%	$39.0B

#
1	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.82%	+0.1%	+24.6%	+24.9%	+20.5%	+12.6%	−6.9%	$158M
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.4%	+12.3%	+13.2%	+23.5%	new	−9.7%	$39.0B