MBOX vs VYM
MBOX vs VYM
Freedom Day Dividend ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. MBOX delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | MBOX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.04% | |
| AUM | $149M | $79.0B | |
| Dividend Yield | 1.92% | 2.86% | |
| Holdings | 50 | 568 | |
| YTD Return | +21.30% | +15.80% | |
| 1Y Return | +28.64% | +26.12% | |
| 3Y Return (annualized) | +18.42% | +18.25% | |
| 5Y Return (annualized) | +12.90% | +12.51% | |
| Volatility (annualized) | 14.3% | 14.6% | |
| Max Drawdown | -16.7% | -58.8% | |
| Fund Family | Freedom Day Dividend | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 4, 2021 | Nov 10, 2006 |
MBOX vs VYM Performance
Freedom Day Dividend ETF (MBOX) is a ETF from Freedom Day Dividend and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MBOX returned +28.64% while VYM returned +26.12%. Year to date, MBOX is up 21.30% versus a gain of 15.80% for VYM.
Over three years, MBOX compounded at +18.42% per year against +18.25% for VYM; over five years the annualized figures are +12.90% and +12.51% respectively. Across the full 5-year window we track, MBOX has the edge at +12.66% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
MBOX charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, MBOX currently yields 1.92% against 2.86% for VYM.
Holdings Overlap
MBOX and VYM share 31 holdings out of 576 unique holdings combined, representing a 19.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in MBOX | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 2.68% | 6.47% | 3.79% |
| JPM:US | 2.51% | 3.36% | 0.85% |
| XOM | 2.33% | 2.83% | 0.50% |
| MS | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| GS | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
See all 10 holdings MBOX shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, MBOX or VYM?
MBOX has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, MBOX or VYM?
Over the past year MBOX returned +28.64% vs +26.12% for VYM, so MBOX leads on 1-year performance. Over the longest common window we track (5 years), MBOX annualized +12.66% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, MBOX or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 14.3% for MBOX. Worst drawdown: MBOX -16.7% vs VYM -58.8%.
Should I hold both MBOX and VYM?
MBOX and VYM have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between MBOX and VYM?
MBOX and VYM share 31 common holdings with a 19.6% weight overlap. Combined, they hold 576 unique securities.
Which pays a higher dividend, MBOX or VYM?
MBOX yields 1.92% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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