MBOX vs. IYF ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to iShares U.S. Financial ETF (IYF)
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
Number of Holdings
*
46
* may have additional holdings in another (foreign) market
IYF
iShares U.S. Financial ETF
IYF Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$117.73
Average Daily Volume
282,895
Number of Holdings
*
135
* may have additional holdings in another (foreign) market
Performance
| Period | MBOX | IYF |
|---|---|---|
| 30 Days | 4.89% | 8.74% |
| 60 Days | 2.72% | 13.46% |
| 90 Days | 3.21% | 15.36% |
| 12 Months | 31.71% | 50.79% |
MBOX Overweight 38 Positions Relative to IYF
| Symbol | Grade | Weight | |
|---|---|---|---|
| EOG | A | 2.48% | |
| ET | A | 2.42% | |
| MLI | C | 2.38% | |
| UNH | C | 2.35% | |
| CARR | D | 2.29% | |
| ACN | C | 2.28% | |
| DELL | C | 2.24% | |
| EPD | A | 2.21% | |
| WSO | A | 2.17% | |
| HD | A | 2.13% | |
| AVGO | D | 2.12% | |
| KR | B | 2.09% | |
| GRMN | B | 2.09% | |
| RSG | A | 2.08% | |
| 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% | |
| CMCSA | B | 1.96% | |
| DKS | C | 1.91% | |
| MSFT | F | 1.88% | |
| AMGN | D | 1.86% | |
| DE | A | 1.86% | |
| NXST | C | 1.84% | |
| ABBV | D | 1.74% | |
| PLD | D | 1.72% | |
| PEP | F | 1.71% | |
| MPC | D | 1.67% | |
| HSY | F | 1.66% | |
| MDLZ | F | 1.66% | |
| KLAC | D | 1.57% | |
| CQP | B | 1.48% | |
| MCHP | D | 1.3% |
MBOX Underweight 127 Positions Relative to IYF
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -11.69% | |
| BAC | A | -4.69% | |
| WFC | A | -4.36% | |
| GS | A | -3.13% | |
| SPGI | C | -2.63% | |
| BLK | C | -2.59% | |
| C | A | -2.2% | |
| BX | A | -2.14% | |
| SCHW | B | -2.01% | |
| CB | C | -1.95% | |
| MMC | B | -1.83% | |
| KKR | A | -1.69% | |
| ICE | C | -1.48% | |
| APO | B | -1.43% | |
| PNC | B | -1.38% | |
| CME | A | -1.35% | |
| USB | A | -1.3% | |
| MCO | B | -1.25% | |
| AON | A | -1.24% | |
| AJG | B | -1.07% | |
| AFL | B | -1.04% | |
| TFC | A | -1.04% | |
| COIN | C | -1.01% | |
| BK | A | -0.97% | |
| AMP | A | -0.94% | |
| ALL | A | -0.86% | |
| MET | A | -0.82% | |
| AIG | B | -0.82% | |
| PRU | A | -0.77% | |
| MSCI | C | -0.76% | |
| DFS | B | -0.74% | |
| ACGL | D | -0.61% | |
| MTB | A | -0.6% | |
| HIG | B | -0.58% | |
| FITB | A | -0.54% | |
| NDAQ | A | -0.54% | |
| WTW | B | -0.53% | |
| RJF | A | -0.51% | |
| ARES | A | -0.51% | |
| STT | A | -0.48% | |
| FCNCA | A | -0.45% | |
| BR | A | -0.45% | |
| TROW | B | -0.44% | |
| BRO | B | -0.44% | |
| HBAN | A | -0.43% | |
| RF | A | -0.41% | |
| LPLA | A | -0.39% | |
| MKL | A | -0.37% | |
| NTRS | A | -0.36% | |
| HOOD | B | -0.36% | |
| CFG | B | -0.35% | |
| CBOE | B | -0.35% | |
| PFG | D | -0.33% | |
| IBKR | A | -0.32% | |
| FDS | B | -0.31% | |
| KEY | B | -0.3% | |
| WRB | A | -0.3% | |
| EG | C | -0.27% | |
| L | A | -0.26% | |
| RGA | A | -0.26% | |
| TW | A | -0.25% | |
| SOFI | A | -0.24% | |
| EWBC | A | -0.24% | |
| RNR | C | -0.22% | |
| UNM | A | -0.21% | |
| SF | B | -0.2% | |
| EQH | B | -0.2% | |
| CG | A | -0.19% | |
| FHN | A | -0.19% | |
| AIZ | A | -0.19% | |
| OWL | A | -0.19% | |
| WBS | A | -0.18% | |
| PRI | A | -0.18% | |
| EVR | B | -0.18% | |
| ALLY | C | -0.17% | |
| GL | B | -0.17% | |
| NLY | C | -0.17% | |
| AFG | A | -0.17% | |
| KNSL | B | -0.17% | |
| PNFP | B | -0.16% | |
| ORI | A | -0.16% | |
| HLI | B | -0.16% | |
| MKTX | D | -0.16% | |
| WAL | B | -0.16% | |
| WTFC | A | -0.15% | |
| MORN | B | -0.15% | |
| CFR | B | -0.14% | |
| VOYA | B | -0.14% | |
| SNV | B | -0.14% | |
| CMA | A | -0.14% | |
| CBSH | A | -0.14% | |
| ZION | B | -0.14% | |
| RYAN | B | -0.13% | |
| SEIC | B | -0.13% | |
| AXS | A | -0.12% | |
| AGNC | D | -0.12% | |
| BPOP | B | -0.12% | |
| RLI | B | -0.12% | |
| PB | A | -0.12% | |
| MTG | C | -0.11% | |
| BEN | C | -0.11% | |
| COLB | A | -0.11% | |
| OMF | A | -0.11% | |
| FAF | A | -0.11% | |
| IVZ | B | -0.11% | |
| TPG | A | -0.1% | |
| RITM | C | -0.1% | |
| THG | A | -0.1% | |
| AMG | B | -0.1% | |
| JHG | A | -0.1% | |
| STWD | C | -0.1% | |
| FNB | A | -0.1% | |
| LAZ | B | -0.1% | |
| WTM | A | -0.09% | |
| SLM | A | -0.09% | |
| KMPR | B | -0.08% | |
| AGO | B | -0.08% | |
| LNC | B | -0.07% | |
| BHF | B | -0.06% | |
| FHB | A | -0.06% | |
| CACC | D | -0.05% | |
| VIRT | B | -0.05% | |
| BOKF | B | -0.04% | |
| RKT | F | -0.03% | |
| CNA | B | -0.02% | |
| UWMC | D | -0.01% | |
| TFSL | A | -0.01% |
MBOX: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Insurance - Property & Casualty
Oil & Gas Midstream
Specialty Retail
Confectioners
Health Care Plans
REIT - Industrial
Semiconductors
Asset Management
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Broadcasting - TV
Building Materials
Building Products & Equipment
Capital Markets
Computer Systems
Electronics Distribution
Farm & Construction Equipment
Grocery Stores
IYF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Insurance - Property & Casualty
Insurance - Life
Insurance - Diversified
Banks - Global
Credit Services
Insurance - Specialty
Insurance Brokers
Financial Data & Stock Exchanges
Insurance - Reinsurance
Business Services
REIT - Diversified
REIT - Residential
Mortgage Finance
Shell Companies
Software - Application
Software - Infrastructure
Specialty Finance
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Investment Bank
Commercial Banking
Disability
Financial Products
Investment Management
Cash Management
Casualty Insurance
Life Insurance
Deposit Products
Investment Banking
Advisory Services
Cash Management Services
Commercial Bank
Health Insurance
Investment Product
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