MBOX vs VOO

AMBOX

BVOO

Measures won4–2MBOX wins · of 6 · 5Y

$10,000 · 5Y$17,910MBOX · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.86%MBOX · $186 on $10k

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

Held in common9.5%MBOX and VOO

MBOX

VOO

Freedom Day Dividend ETF · $155MVanguard S&P 500 ETF · $1.00T

+20.5%3 years · per year$17,484 · $18,079+21.8%

+12.4%5 years · per year$17,910 · $17,177+11.4%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

1.86%12-mo yield$186 · $110 on $10k1.10%

−6.9%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.5%

4–2MBOX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBOX · VOO

1.9%AVGO2.5%

2.9%JPM1.3%

2.4%XOM1.0%

2.3%MRK0.5%

Held in common9.5%

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

All Three

5Y3 funds

#
1	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.86%	−0.6%	+21.8%	+24.2%	+20.5%	+12.4%	−6.9%	$155M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

All Three

5Y3 funds

#
1	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.86%	−0.6%	+21.8%	+24.2%	+20.5%	+12.4%	−6.9%	$155M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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 VOO

MBOX

Freedom Day Dividend

$17,910

VOO

Vanguard S&P 500

$17,177

MeasureMBOXVOO

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.86%1.10%

5 years, per year+12.4%+11.4%

3 years, per year+20.5%+21.8%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y10.8%13.5%

4–2measures won
MBOX first

9.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MBOX, VOO, IVV

Today

92.2%most shared, VOO and IVV

MBOXVOOIVV

MBOX—9.5%10.1%

VOO9.5%—92.2%

IVV10.1%92.2%—

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

Income After Fees on $10,000

$147most kept, MBOX

MBOX$186 − $39 = $147

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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