MBOX vs. XMMO ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to Invesco S&P MidCap Momentum ETF (XMMO)
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
XMMO
Invesco S&P MidCap Momentum ETF
XMMO Description
The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of constituents of the S&P MidCap 400 that have the highest momentum score.Grade (RS Rating)
Last Trade
$134.35
Average Daily Volume
239,497
Number of Holdings
*
77
* may have additional holdings in another (foreign) market
Performance
| Period | MBOX | XMMO |
|---|---|---|
| 30 Days | 4.89% | 10.48% |
| 60 Days | 2.72% | 11.13% |
| 90 Days | 3.21% | 12.15% |
| 12 Months | 31.71% | 61.77% |
MBOX Overweight 42 Positions Relative to XMMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| 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% | |
| ACN | C | 2.28% | |
| CINF | A | 2.28% | |
| DELL | C | 2.24% | |
| EPD | A | 2.21% | |
| 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% | |
| MATX | C | 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 73 Positions Relative to XMMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | C | -3.58% | |
| RGA | A | -2.87% | |
| SFM | A | -2.87% | |
| TPL | A | -2.79% | |
| LII | A | -2.58% | |
| THC | D | -2.46% | |
| CW | B | -2.44% | |
| CSL | C | -2.41% | |
| EVR | B | -2.16% | |
| EQH | B | -2.12% | |
| FIX | A | -2.08% | |
| TOL | B | -2.08% | |
| TXRH | C | -2.02% | |
| IBKR | A | -1.98% | |
| WING | D | -1.96% | |
| CASY | A | -1.76% | |
| XPO | B | -1.74% | |
| MUSA | A | -1.6% | |
| DTM | B | -1.57% | |
| ANF | C | -1.49% | |
| HLI | B | -1.47% | |
| EWBC | A | -1.45% | |
| SF | B | -1.44% | |
| ITT | A | -1.42% | |
| HRB | D | -1.4% | |
| PSTG | D | -1.37% | |
| CLH | B | -1.37% | |
| AIT | A | -1.35% | |
| EHC | B | -1.31% | |
| BLD | D | -1.28% | |
| CVLT | B | -1.25% | |
| JLL | D | -1.21% | |
| BWXT | B | -1.21% | |
| NBIX | C | -1.2% | |
| AYI | B | -1.17% | |
| CR | A | -1.17% | |
| CACI | D | -1.16% | |
| COKE | C | -1.06% | |
| EXP | A | -1.04% | |
| NVT | B | -1.02% | |
| CNM | D | -1.0% | |
| ALLY | C | -0.97% | |
| KEX | C | -0.95% | |
| ORI | A | -0.92% | |
| LNW | D | -0.91% | |
| MORN | B | -0.91% | |
| BRBR | A | -0.91% | |
| MTG | C | -0.9% | |
| FLR | B | -0.84% | |
| NYT | C | -0.82% | |
| FLS | B | -0.8% | |
| RYAN | B | -0.8% | |
| KD | B | -0.79% | |
| KNF | A | -0.78% | |
| ESAB | B | -0.76% | |
| OLED | D | -0.72% | |
| R | B | -0.7% | |
| GAP | C | -0.66% | |
| CBT | C | -0.63% | |
| CRUS | D | -0.6% | |
| AMG | B | -0.56% | |
| ESNT | D | -0.55% | |
| JHG | A | -0.55% | |
| SLM | A | -0.54% | |
| UMBF | B | -0.54% | |
| LOPE | B | -0.53% | |
| BCO | D | -0.52% | |
| AM | A | -0.5% | |
| POST | C | -0.48% | |
| SBRA | C | -0.44% | |
| CNO | A | -0.41% | |
| IBOC | A | -0.4% | |
| PPC | C | -0.35% |
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
XMMO: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Capital Markets
Asset Management
Building Materials
Engineering & Construction
Insurance - Specialty
Packaged Foods
Apparel Stores
Banks - Regional - US
Electronic Components
Grocery Stores
Industrial Distribution
Information Technology Services
Insurance - Diversified
Medical Care
Residential Construction
Restaurants
Specialty Finance
Specialty Retail
Aerospace & Defense
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