MBOX vs SPY

AMBOX

BSPY

Measures won4–2MBOX wins · of 6 · 5Y

$10,000 · 5Y$18,094MBOX · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.85%MBOX · $185 on $10k

Smallest drop−6.9%MBOX · worst fall in 1Y

Held in common10.2%MBOX and SPY

MBOX

SPY

Freedom Day Dividend ETF · $159MState Street SPDR S&P 500 ETF · $805B

+21.1%3 years · per year$17,774 · $18,174+22.0%

+12.6%5 years · per year$18,094 · $17,099+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

1.85%12-mo yield$185 · $103 on $10k1.03%

−6.9%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

4–2MBOX wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBOX · SPY

2.0%AVGO2.3%

2.9%JPM1.4%

2.4%XOM1.0%

2.3%MRK0.6%

Held in common10.2%

End-of-day Nov 5, 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%	1.85%	−2.5%	+22.6%	+25.8%	+21.1%	+12.6%	−6.9%	$159M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 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%	1.85%	−2.5%	+22.6%	+25.8%	+21.1%	+12.6%	−6.9%	$159M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

Cards for this view

MBOX vs SPY

MBOX

Freedom Day Dividend

$18,094

SPY

SPDR S&P 500

$17,099

MeasureMBOXSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield1.85%1.03%

5 years, per year+12.6%+11.3%

3 years, per year+21.1%+22.0%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y10.8%13.6%

4–2measures won
MBOX first

10.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

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

Overlap: MBOX, SPY

Today

10.2%most shared, MBOX and SPY

MBOXSPY

MBOX—10.2%

SPY10.2%—

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

Income After Fees on $10,000

$146most kept, MBOX

MBOX$185 − $39 = $146

SPY$103 − $9 = $94

KeptFee

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