MBOX vs DGRO

AMBOX

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,910MBOX · DGRO $16,835

Lowest cost0.08%DGRO · $8 on $10k

Most income1.87%DGRO · $187 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common20.8%MBOX and DGRO

MBOX

DGRO

Freedom Day Dividend ETF · $154MiShares Core Dividend Growth ETF · $44.7B

+20.5%3 years · per year$17,484 · $17,593+20.7%

+12.4%5 years · per year$17,910 · $16,835+11.0%

0.39%Expense ratio$39 · $8 on $10k · lower wins0.08%

1.86%12-mo yield$186 · $187 on $10k1.87%

−6.9%Worst dropSmaller wins−6.5%

10.8%VolatilityLower wins10.2%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBOX · DGRO

2.9%JPM2.7%

2.4%XOM3.0%

2.4%PM2.2%

1.9%AVGO2.2%

Held in common20.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AMBOX	Freedom Day Dividend ETFRead Desk		0.39%	1.86%	−0.6%	+21.8%	+24.2%	+20.5%	+12.4%	−6.9%	$154M
2	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMBOX	Freedom Day Dividend ETFRead Desk		0.39%	1.86%	−0.6%	+21.8%	+24.2%	+20.5%	+12.4%	−6.9%	$154M
2	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MBOX vs DGRO

MBOX

Freedom Day Dividend

$17,910

DGRO

iShares Core Dividend Growth

$16,835

MeasureMBOXDGRO

Fee0.39%0.08%

Cost on $10k a year$39$8

Yield1.86%1.87%

5 years, per year+12.4%+11.0%

3 years, per year+20.5%+20.7%

Worst drop · 1Y−6.9%−6.5%

Volatility · 1Y10.8%10.2%

4–1measures won
DGRO first

20.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MBOX, DGRO

Today

20.8%most shared, MBOX and DGRO

MBOXDGRO

MBOX—20.8%

DGRO20.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

MBOX$186 − $39 = $147

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee