MBOX vs. TBG ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to TBG Dividend Focus ETF (TBG)
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
TBG
TBG Dividend Focus ETF
TBG Description
The fund seeks to achieve its investment objective by investing in equity securities of small-, mid- and large- capitalization companies that the sub-adviser believes have the potential to grow their dividends over time. The fund will invest primarily in companies that have operations in and/or domiciled in the U.S. and that trade on U.S. stock exchanges. In addition, the fund may invest in real estate investment trusts (REITs) and master limited partnerships (MLPs).Grade (RS Rating)
Last Trade
$33.72
Average Daily Volume
16,908
33
Performance
| Period | MBOX | TBG |
|---|---|---|
| 30 Days | 4.89% | 3.97% |
| 60 Days | 2.72% | 5.35% |
| 90 Days | 3.21% | 9.29% |
| 12 Months | 31.71% | 34.63% |
MBOX Overweight 39 Positions Relative to TBG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | A | 2.5% | |
| MLI | C | 2.43% | |
| EOG | A | 2.41% | |
| UNH | C | 2.38% | |
| CARR | D | 2.33% | |
| PGR | A | 2.3% | |
| ACN | C | 2.24% | |
| 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% | |
| KBH | D | 2.08% | |
| OZK | B | 2.04% | |
| ABBV | D | 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% | |
| MSFT | F | 1.89% | |
| NXST | C | 1.81% | |
| DE | A | 1.79% | |
| KLAC | D | 1.73% | |
| PLD | D | 1.72% | |
| MDLZ | F | 1.68% | |
| HSY | F | 1.65% | |
| MPC | D | 1.59% | |
| WSM | B | 1.46% | |
| MCHP | D | 1.44% | |
| CQP | B | 1.37% |
MBOX Underweight 26 Positions Relative to TBG
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPG | B | -4.54% | |
| CVX | A | -4.33% | |
| GILD | C | -4.28% | |
| IBM | C | -4.27% | |
| CSCO | B | -4.13% | |
| LYB | F | -3.98% | |
| VZ | C | -3.89% | |
| CMI | A | -3.72% | |
| BX | A | -3.66% | |
| TFC | A | -3.54% | |
| MRK | F | -3.23% | |
| KVUE | A | -3.08% | |
| OWL | A | -3.07% | |
| AEP | D | -2.8% | |
| PG | A | -2.72% | |
| GIS | D | -2.52% | |
| LAMR | D | -2.51% | |
| TXN | C | -2.49% | |
| LMT | D | -2.47% | |
| MC | C | -2.22% | |
| APO | B | -2.08% | |
| CLX | B | -2.01% | |
| XOM | B | -1.96% | |
| SBUX | A | -1.73% | |
| JNJ | D | -1.54% | |
| MCD | D | -1.22% |
MBOX: Top Represented Industries & Keywords
TBG: Top Represented Industries & Keywords
Compare ETFs
