MBOX vs. RDVY ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)
MBOX
Freedom Day Dividend ETF
MBOX Description
The investment seeks dividend growth. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser (Freedom Day Solutions, LLC) believes have the potential to provide rising dividend income streams to the fund over time. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$32.11
Average Daily Volume
5,534
49
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
RDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fees and expenses) of the NASDAQ US Rising Dividend Achievers Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in securities that comprise the index. The index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$55.84
Average Daily Volume
672,444
50
Performance
| Period | MBOX | RDVY |
|---|---|---|
| 30 Days | 4.28% | 2.67% |
| 60 Days | 2.57% | 2.05% |
| 90 Days | 8.17% | 8.25% |
| 12 Months | 32.87% | 28.65% |
10 Overlapping Holdings
MBOX Overweight 39 Positions Relative to RDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | C | 3.22% | |
| CARR | B | 2.34% | |
| DKS | D | 2.3% | |
| OC | A | 2.26% | |
| WSO | A | 2.16% | |
| TSCO | B | 2.14% | |
| PEP | B | 2.07% | |
| ASML | D | 2.06% | |
| PGR | B | 2.05% | |
| FNF | B | 2.05% | |
| HSY | C | 2.05% | |
| LOW | D | 2.04% | |
| ADM | C | 2.04% | |
| ET | B | 2.03% | |
| AVGO | C | 2.03% | |
| EPD | B | 2.01% | |
| BPOP | A | 2.0% | |
| AMGN | B | 1.99% | |
| RSG | D | 1.98% | |
| JEF | B | 1.97% | |
| MPC | D | 1.95% | |
| MDLZ | B | 1.94% | |
| NXST | B | 1.94% | |
| CI | D | 1.93% | |
| CINF | D | 1.92% | |
| UNH | B | 1.9% | |
| MATX | B | 1.9% | |
| KR | D | 1.88% | |
| AGM | D | 1.84% | |
| NSA | C | 1.84% | |
| MS | A | 1.83% | |
| INGR | B | 1.83% | |
| LOGI | C | 1.79% | |
| MCHP | B | 1.79% | |
| BLK | C | 1.78% | |
| TGT | D | 1.76% | |
| ABBV | D | 1.65% | |
| LYB | C | 1.58% | |
| CQP | D | 1.44% |
MBOX Underweight 40 Positions Relative to RDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| JXN | B | -2.32% | |
| EQH | B | -2.2% | |
| SYF | C | -2.19% | |
| QCOM | A | -2.15% | |
| FITB | B | -2.13% | |
| AXP | A | -2.12% | |
| MGY | B | -2.12% | |
| CHK | B | -2.11% | |
| MTB | A | -2.1% | |
| BAC | A | -2.1% | |
| COF | B | -2.09% | |
| AMAT | B | -2.08% | |
| AAPL | B | -2.08% | |
| SLM | C | -2.08% | |
| XOM | B | -2.07% | |
| RF | B | -2.06% | |
| DFS | D | -2.06% | |
| ELV | B | -2.04% | |
| LEN | C | -2.03% | |
| EWBC | B | -2.03% | |
| LRCX | D | -2.01% | |
| OMC | B | -1.99% | |
| HIG | B | -1.98% | |
| AFL | A | -1.98% | |
| DHI | D | -1.97% | |
| MTG | B | -1.97% | |
| RDN | B | -1.97% | |
| CB | B | -1.94% | |
| CRC | F | -1.93% | |
| STLD | D | -1.9% | |
| CSCO | D | -1.9% | |
| V | C | -1.9% | |
| SNA | D | -1.88% | |
| IPG | C | -1.88% | |
| MA | D | -1.86% | |
| NKE | F | -1.85% | |
| RS | D | -1.8% | |
| NUE | D | -1.79% | |
| PCAR | D | -1.75% | |
| ODFL | F | -1.69% |
MBOX: Top Represented Industries & Keywords
RDVY: Top Represented Industries & Keywords
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