MBOX vs. JDIV ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to JPMorgan Dividend Leaders ETF (JDIV)
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
JDIV
JPMorgan Dividend Leaders ETF
JDIV Description
JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.Grade (RS Rating)
Last Trade
$47.39
Average Daily Volume
1,143
40
Performance
| Period | MBOX | JDIV |
|---|---|---|
| 30 Days | 4.89% | -1.91% |
| 60 Days | 2.72% | |
| 90 Days | 3.21% | |
| 12 Months | 31.71% |
MBOX Overweight 38 Positions Relative to JDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | A | 2.5% | |
| MLI | C | 2.43% | |
| JPM | A | 2.42% | |
| EOG | A | 2.41% | |
| CARR | D | 2.33% | |
| PGR | A | 2.3% | |
| ET | A | 2.26% | |
| LLY | F | 2.22% | |
| CINF | A | 2.21% | |
| DELL | C | 2.21% | |
| FNF | B | 2.15% | |
| GRMN | B | 2.14% | |
| KR | B | 2.14% | |
| MATX | C | 2.14% | |
| INGR | B | 2.13% | |
| WSO | A | 2.13% | |
| HD | A | 2.13% | |
| TSCO | D | 2.1% | |
| EPD | A | 2.09% | |
| KBH | D | 2.08% | |
| AMGN | D | 2.07% | |
| OZK | B | 2.04% | |
| RSG | A | 2.04% | |
| TRV | B | 2.03% | |
| OC | A | 2.0% | |
| NSA | D | 2.0% | |
| CMCSA | B | 1.98% | |
| DKS | C | 1.98% | |
| CI | F | 1.95% | |
| NXST | C | 1.81% | |
| DE | A | 1.79% | |
| PEP | F | 1.76% | |
| KLAC | D | 1.73% | |
| MDLZ | F | 1.68% | |
| HSY | F | 1.65% | |
| MPC | D | 1.59% | |
| WSM | B | 1.46% | |
| CQP | B | 1.37% |
MBOX Underweight 32 Positions Relative to JDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | -3.06% | |
| FIS | C | -2.53% | |
| OTIS | C | -2.4% | |
| MCD | D | -2.2% | |
| ABT | B | -1.94% | |
| YUM | B | -1.91% | |
| SO | D | -1.84% | |
| BAC | A | -1.81% | |
| NEE | D | -1.8% | |
| JNJ | D | -1.78% | |
| CME | A | -1.71% | |
| MA | C | -1.42% | |
| XOM | B | -1.41% | |
| HON | B | -1.35% | |
| WELL | A | -1.31% | |
| CVX | A | -1.3% | |
| LIN | D | -1.28% | |
| LOW | D | -1.28% | |
| ROST | C | -1.26% | |
| BKR | B | -1.13% | |
| TSM | B | -1.13% | |
| CRM | B | -1.13% | |
| KO | D | -1.1% | |
| WFC | A | -1.06% | |
| TFC | A | -1.05% | |
| ADI | D | -0.96% | |
| STX | D | -0.81% | |
| BMY | B | -0.76% | |
| DOW | F | -0.75% | |
| MRK | F | -0.74% | |
| D | C | -0.67% | |
| CMS | C | -0.44% |
MBOX: Top Represented Industries & Keywords
JDIV: Top Represented Industries & Keywords
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