MBOX vs. CVRD ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to Madison Covered Call ETF (CVRD)
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
$35.05
Average Daily Volume
8,516
46
CVRD
Madison Covered Call ETF
CVRD Description
The fund will seek to achieve its objectives by (1) investing in common stocks of equity securities that pay dividends and (2) writing (i.e., selling) covered call options on a substantial portion of its portfolio of securities. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies, including other investment companies.Grade (RS Rating)
Last Trade
$19.64
Average Daily Volume
6,647
42
Performance
Period | MBOX | CVRD |
---|---|---|
30 Days | 4.89% | 0.70% |
60 Days | 2.72% | 1.14% |
90 Days | 3.21% | 2.31% |
12 Months | 31.71% | 9.31% |
MBOX Overweight 41 Positions Relative to CVRD
Symbol | Grade | Weight | |
---|---|---|---|
JEF | A | 2.65% | |
JPM | A | 2.49% | |
EOG | A | 2.48% | |
MS | A | 2.44% | |
ET | A | 2.42% | |
MLI | C | 2.38% | |
UNH | C | 2.35% | |
PGR | A | 2.29% | |
CARR | D | 2.29% | |
CINF | A | 2.28% | |
DELL | C | 2.24% | |
EPD | A | 2.21% | |
FNF | B | 2.18% | |
WSO | A | 2.17% | |
HD | A | 2.13% | |
OZK | B | 2.12% | |
AVGO | D | 2.12% | |
KR | B | 2.09% | |
GRMN | B | 2.09% | |
RSG | A | 2.08% | |
TRV | B | 2.06% | |
OC | A | 2.06% | |
LLY | F | 2.04% | |
NSA | D | 2.04% | |
INGR | B | 2.02% | |
KBH | D | 2.0% | |
MATX | C | 1.99% | |
WSM | B | 1.99% | |
TSCO | D | 1.99% | |
CI | F | 1.99% | |
DKS | C | 1.91% | |
AMGN | D | 1.86% | |
DE | A | 1.86% | |
NXST | C | 1.84% | |
ABBV | D | 1.74% | |
PLD | D | 1.72% | |
MPC | D | 1.67% | |
HSY | F | 1.66% | |
MDLZ | F | 1.66% | |
KLAC | D | 1.57% | |
CQP | B | 1.48% |
MBOX Underweight 37 Positions Relative to CVRD
Symbol | Grade | Weight | |
---|---|---|---|
CSCO | B | -3.92% | |
LVS | C | -3.7% | |
CME | A | -3.69% | |
GOOG | C | -3.44% | |
ADBE | C | -3.24% | |
V | A | -3.17% | |
PYPL | B | -3.02% | |
STZ | D | -2.89% | |
MDT | D | -2.82% | |
TMUS | B | -2.59% | |
ABT | B | -2.55% | |
APD | A | -2.37% | |
HON | B | -2.35% | |
AES | F | -2.19% | |
A | D | -2.18% | |
UPS | C | -2.1% | |
AMZN | C | -2.08% | |
EMR | A | -2.04% | |
ADM | D | -1.98% | |
AMD | F | -1.86% | |
TXN | C | -1.77% | |
LH | C | -1.72% | |
LOW | D | -1.7% | |
AMT | D | -1.67% | |
MTDR | B | -1.6% | |
APH | A | -1.57% | |
HPE | B | -1.54% | |
UNP | C | -1.52% | |
JNJ | D | -1.47% | |
GLW | B | -1.43% | |
DHR | F | -1.42% | |
COP | C | -1.32% | |
FAST | B | -1.26% | |
ROST | C | -1.03% | |
RIG | D | -0.83% | |
DLTR | F | -0.8% | |
APA | D | -0.66% |
MBOX: Top Represented Industries & Keywords
CVRD: Top Represented Industries & Keywords