MBOX vs VXUS

Quick Verdict

VXUS has a lower expense ratio. MBOX delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: MBOXMore Diversified: VXUS

Side-by-Side Comparison

MetricMBOXVXUSWinner
Expense Ratio0.39%0.05%
AUM$149M$156.5B
Dividend Yield1.92%2.60%
Holdings508,747
YTD Return+21.30%+14.57%
1Y Return+28.64%+27.82%
3Y Return (annualized)+18.42%+19.27%
5Y Return (annualized)+12.90%+9.28%
Volatility (annualized)14.3%15.1%
Max Drawdown-16.7%-39.9%
Fund FamilyFreedom Day DividendVanguard (US)
CategoryEquityEquity
InceptionMay 4, 2021Jan 26, 2011

MBOX vs VXUS Performance

Freedom Day Dividend ETF (MBOX) is a ETF from Freedom Day Dividend and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year MBOX returned +28.64% while VXUS returned +27.82%. Year to date, MBOX is up 21.30% versus a gain of 14.57% for VXUS.

Over three years, MBOX compounded at +18.42% per year against +19.27% for VXUS; over five years the annualized figures are +12.90% and +9.28% respectively. Across the full 5-year window we track, MBOX has the edge at +12.66% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.3% for MBOX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.7% for MBOX and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MBOX charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, MBOX currently yields 1.92% against 2.60% for VXUS.

Holdings Overlap

2.5%overlap

MBOX and VXUS share 5 holdings out of 7905 unique holdings combined, representing a 2.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MBOXWeight in VXUSDifference
ASML:AS2.68%1.29%1.39%
AZN:LN1.73%0.71%1.02%
CNQ:CA2.13%0.20%1.93%
AEM:CAProProPro
QSR:CAProProPro
See all 5 holdings MBOX shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, MBOX or VXUS?

MBOX has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, MBOX or VXUS?

Over the past year MBOX returned +28.64% vs +27.82% for VXUS, so MBOX leads on 1-year performance. Over the longest common window we track (5 years), MBOX annualized +12.66% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, MBOX or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 14.3% for MBOX. Worst drawdown: MBOX -16.7% vs VXUS -39.9%.

Should I hold both MBOX and VXUS?

MBOX and VXUS have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MBOX and VXUS?

MBOX and VXUS share 5 common holdings with a 2.5% weight overlap. Combined, they hold 7905 unique securities.

Which pays a higher dividend, MBOX or VXUS?

MBOX yields 1.92% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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