MBOX vs. NUBD ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to NuShares ESG U.S. Aggregate Bond ETF (NUBD)
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
$31.89
Average Daily Volume
5,211
49
NUBD
NuShares ESG U.S. Aggregate Bond ETF
NUBD Description
The investment seeks to track the investment results, before fees and expenses, of the Bloomberg Barclays MSCI US Aggregate ESG Select Index (the "index"). Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. The index utilizes certain environmental, social, and governance ("ESG") criteria to select from the securities included in the Bloomberg Barclays US Aggregate Bond Index (the "base index"), which is designed to broadly capture the U.S. investment grade, taxable fixed income market.Grade (RS Rating)
Last Trade
$21.56
Average Daily Volume
80,149
1
Performance
| Period | MBOX | NUBD |
|---|---|---|
| 30 Days | 2.06% | 0.60% |
| 60 Days | 3.50% | -1.61% |
| 90 Days | 7.55% | -0.73% |
| 12 Months | 33.10% | -0.82% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MBOX | Weight in NUBD | Overlap | |
|---|---|---|---|---|---|
| AGM | D | 2.02% | 1.49% | 1.49% |
MBOX Overweight 48 Positions Relative to NUBD
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | C | 3.47% | |
| EOG | C | 2.63% | |
| DKS | D | 2.38% | |
| CARR | A | 2.27% | |
| GRMN | A | 2.23% | |
| TSCO | B | 2.23% | |
| OC | A | 2.22% | |
| JPM | A | 2.21% | |
| MLI | A | 2.2% | |
| WSM | A | 2.19% | |
| AVGO | C | 2.17% | |
| PGR | A | 2.17% | |
| WSO | A | 2.13% | |
| PEP | B | 2.1% | |
| HSY | B | 2.06% | |
| KLAC | A | 2.06% | |
| CI | D | 2.04% | |
| RSG | B | 2.03% | |
| LOW | D | 2.03% | |
| EPD | B | 2.02% | |
| FNF | B | 2.02% | |
| MDLZ | B | 2.02% | |
| ET | A | 2.0% | |
| BPOP | A | 2.0% | |
| ASML | D | 1.99% | |
| MSFT | C | 1.99% | |
| MPC | D | 1.97% | |
| CINF | C | 1.96% | |
| KR | C | 1.93% | |
| JEF | A | 1.92% | |
| ACN | D | 1.9% | |
| UNH | B | 1.87% | |
| NSA | C | 1.84% | |
| NXST | B | 1.83% | |
| AMGN | B | 1.82% | |
| INGR | A | 1.81% | |
| MATX | B | 1.81% | |
| MCHP | C | 1.8% | |
| MS | A | 1.77% | |
| CF | F | 1.75% | |
| BLK | C | 1.75% | |
| TGT | D | 1.73% | |
| ABBV | D | 1.72% | |
| CTSH | D | 1.6% | |
| LYB | C | 1.6% | |
| CQP | D | 1.51% | |
| HPQ | C | 1.44% | |
| CVS | F | 1.28% |
MBOX Underweight 0 Positions Relative to NUBD
| Symbol | Grade | Weight |
|---|
MBOX: Top Represented Industries & Keywords
NUBD: Top Represented Industries & Keywords
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