MBOX vs VYM

AMBOX

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$18,094MBOX · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

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

Held in common21.4%MBOX and VYM

MBOX

VYM

Freedom Day Dividend ETF · $155MVanguard High Dividend Yield ETF · $78.9B

+21.1%3 years · per year$17,774 · $17,266+20.0%

+12.6%5 years · per year$18,094 · $17,002+11.2%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

1.85%12-mo yield$185 · $230 on $10k2.30%

−6.9%Worst dropSmaller wins−6.7%

10.8%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBOX · VYM

2.9%JPM3.8%

2.4%XOM2.8%

2.0%AVGO6.9%

2.3%MRK1.5%

Held in common21.4%

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%	$155M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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%	$155M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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 VYM

MBOX

Freedom Day Dividend

$18,094

VYM

Vanguard High Dividend Yield

$17,002

MeasureMBOXVYM

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield1.85%2.30%

5 years, per year+12.6%+11.2%

3 years, per year+21.1%+20.0%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y10.8%10.6%

4–2measures won
VYM first

21.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MBOX, VYM

Today

21.4%most shared, MBOX and VYM

MBOXVYM

MBOX—21.4%

VYM21.4%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

MBOX$185 − $39 = $146

KeptFee

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