DEW vs MBOX
Comparison between WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF) and FREEDOM DAY DIVIDEND ETF (MBOX, ETF).
5-Year PerformanceMBOX has outperformed DEW, delivering a return of +12.1% compared to +11.2%
DEW vs MBOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DEW
$141M
MBOX
$141M
Expense Ratio
DEW
0.58%
Winner
MBOX
0.39%
Max Drawdown
DEW
69.18%
Winner
MBOX
17.67%
Sharpe Ratio
Winner
DEW
2.12
MBOX
1.71
5Y Beta
Winner
DEW
0.50
MBOX
0.73
P/E Ratio
DEW
21.43
Winner
MBOX
18.26
Forward P/E
Winner
DEW
14.36
MBOX
14.83
PEG Ratio
DEW
N/A
MBOX
0.47
5Y Dividends CAGR
DEW
8.69%
MBOX
N/A
5Y EPS CAGR
DEW
N/A
MBOX
14.48%
Debt to Equity
DEW
-26.67%
MBOX
N/A
P/S Ratio
DEW
N/A
MBOX
2.24
P/B Ratio
DEW
N/A
MBOX
3.59
DEW vs MBOX - Holdings Comparison
DEW and MBOX have 12 common holdings. Overlap is 6.90%
DEW's top 25 holdings weight is 26.49%. MBOX's top 25 holdings weight is 58.51%.
| Rank | DEW | MBOX |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 2.62% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.01% |
| #2 | CHEVRON CORP (CVX) - 2.02% | KLA CORP (KLAC) - 2.78% |
| #3 | JOHNSON & JOHNSON (JNJ) - 1.76% | MORGAN STANLEY (MS) - 2.76% |
| #4 | HSBC HOLDINGS PLC (n/a) - 1.47% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.73% |
| #5 | ALTRIA GROUP INC (MO) - 1.38% | QUALCOMM INC (QCOM) - 2.72% |
| #6 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.29% | ASML HOLDING NV ADR (ASML) - 2.70% |
| #7 | ABBVIE INC (ABBV) - 1.27% | JPMORGAN CHASE & CO (JPM) - 2.61% |
| #8 | MERCK & CO INC (MRK) - 1.26% | BROADCOM INC (AVGO) - 2.48% |
| #9 | TEXAS INSTRUMENTS INC (TXN) - 1.20% | EXXON MOBIL CORP (XOM) - 2.35% |
| #10 | NESTLE SA (n/a) - 1.06% | THE GOLDMAN SACHS GROUP INC (GS) - 2.32% |
| #11 | INTESA SANPAOLO (n/a) - 1.05% | ENERGY TRANSFER LP (ET) - 2.25% |
| #12 | SHELL PLC (n/a) - 1.02% | MERCK & CO INC (MRK) - 2.25% |
| #13 | PEPSICO INC (PEP) - 0.99% | MARATHON PETROLEUM CORP (MPC) - 2.23% |
| #14 | THE TORONTO-DOMINION BANK (TD) - 0.97% | AMGEN INC (AMGN) - 2.22% |
| #15 | AT&T INC (T) - 0.94% | NOVARTIS AG ADR (NVS) - 2.19% |
| #16 | BHP GROUP LTD (n/a) - 0.90% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.18% |
| #17 | GILEAD SCIENCES INC (GILD) - 0.89% | MUELLER INDUSTRIES INC (MLI) - 2.15% |
| #18 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.84% | EDISON INTERNATIONAL (EIX) - 2.15% |
| #19 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.82% | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.12% |
| #20 | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.80% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.08% |
| #21 | BOC HONG KONG HOLDINGS LTD (n/a) - 0.40% | CINCINNATI FINANCIAL CORP (CINF) - 2.08% |
| #22 | ING GROEP NV (n/a) - 0.39% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 2.05% |
| #23 | MEDTRONIC PLC (MDT) - 0.39% | ALTRIA GROUP INC (MO) - 2.05% |
| #24 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.38% | UNITEDHEALTH GROUP INC (UNH) - 2.04% |
| #25 | PUBLIC STORAGE (PSA) - 0.38% | VOYA FINANCIAL INC (VOYA) - 2.01% |
| Total Holdings | 666 | 50 |
DEW vs MBOX - Historical Returns
Returns include dividend reinvestment.
1M
DEW
+2.92%
Winner
MBOX
+4.83%
3M
DEW
+5.07%
Winner
MBOX
+10.14%
6M
DEW
+13.39%
Winner
MBOX
+15.26%
1Y
Winner
DEW
+25.87%
MBOX
+24.01%
5Y(CAGR)
DEW
+11.22%
Winner
MBOX
+12.15%
10Y(CAGR)
DEW
+9.63%
MBOX
N/A
Max(CAGR)
DEW
+5.91%
Winner
MBOX
+12.04%
DEW vs MBOX - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DEW | MBOX |
|---|---|---|
| 2026 | +12.75% | +15.47% |
| 2025 | +22.72% | +8.53% |
| 2024 | +11.03% | +16.65% |
| 2023 | +9.44% | +16.40% |
| 2022 | -2.88% | -4.07% |
| 2021 | +21.76% | +9.48% |
| 2020 | -8.08% | N/A |
| 2019 | +20.29% | N/A |
| 2018 | -10.86% | N/A |
| 2017 | +14.93% | N/A |
| 2016 | +16.26% | N/A |
| 2015 | -6.31% | N/A |
| 2014 | -1.31% | N/A |
| 2013 | +13.04% | N/A |
| 2012 | +12.42% | N/A |
| 2011 | -3.29% | N/A |
| 2010 | +4.00% | N/A |
| 2009 | +30.14% | N/A |
| 2008 | -43.28% | N/A |
| 2007 | +7.57% | N/A |
| 2006 | +23.20% | N/A |
DEW vs MBOX Drawdown Comparison
The maximum drawdown for DEW was -65.49%, occurring on Mar 9, 2009. Recovery took 1679 trading sessions.
The maximum drawdown for MBOX was -16.40%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The current DEW drawdown is -0.65%. The current MBOX drawdown is -0.17%.
| Rank | DEW | MBOX |
|---|---|---|
| #1 | -65.49% Oct 31, 2007 - Jul 3, 2014 | -16.40% Apr 8, 2022 - Jul 24, 2023 |
| #2 | -38.77% Jan 17, 2020 - Mar 12, 2021 | -16.36% Nov 25, 2024 - Sep 10, 2025 |
| #3 | -24.49% Jul 3, 2014 - Apr 25, 2017 | -7.60% Jul 31, 2023 - Nov 20, 2023 |
| #4 | -18.86% Apr 20, 2022 - Dec 14, 2023 | -6.84% Jan 4, 2022 - Mar 24, 2022 |
| #5 | -18.09% Jan 26, 2018 - Nov 4, 2019 | -6.82% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -12.86% Jul 13, 2007 - Oct 29, 2007 | -5.75% Mar 2, 2026 - Apr 22, 2026 |
| #7 | -11.80% Apr 2, 2025 - May 15, 2025 | -5.68% Mar 28, 2024 - May 15, 2024 |
| #8 | -8.18% Feb 26, 2007 - Apr 2, 2007 | -4.83% Sep 2, 2021 - Oct 21, 2021 |
| #9 | -6.47% Nov 29, 2024 - Feb 13, 2025 | -4.48% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -6.34% Feb 27, 2026 - May 20, 2026 | -4.44% Oct 3, 2025 - Dec 11, 2025 |
| #11 | -6.14% Jan 14, 2022 - Mar 29, 2022 | -3.93% May 10, 2021 - Aug 3, 2021 |
| #12 | -5.98% Jul 7, 2006 - Jul 27, 2006 | -3.85% Oct 14, 2024 - Nov 6, 2024 |
| #13 | -5.61% Jun 4, 2021 - Dec 15, 2021 | -3.60% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -5.21% Mar 28, 2024 - May 9, 2024 | -2.57% May 15, 2024 - Jun 24, 2024 |
| #15 | -4.19% Jul 30, 2024 - Aug 16, 2024 | -2.51% Nov 8, 2024 - Nov 21, 2024 |
Correlation
Correlation between DEW and MBOX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
DEW vs MBOX dividend yield comparison.
| Year | DEW | MBOX |
|---|---|---|
| 2026 | 0.39% | 0.60% |
| 2025 | 3.71% | 1.94% |
| 2024 | 4.02% | 1.60% |
| 2023 | 4.55% | 2.13% |
| 2022 | 3.82% | 2.87% |
| 2021 | 3.54% | 1.17% |
| 2020 | 4.10% | 0.00% |
| 2019 | 3.74% | 0.00% |
| 2018 | 4.17% | 0.00% |
| 2017 | 3.18% | 0.00% |
| 2016 | 3.42% | 0.00% |
| 2015 | 4.32% | 0.00% |
| 2014 | 5.00% | 0.00% |
| 2013 | 3.65% | 0.00% |
| 2012 | 3.82% | 0.00% |
| 2011 | 4.73% | 0.00% |
| 2010 | 3.45% | 0.00% |
| 2009 | 4.89% | 0.00% |
| 2008 | 7.97% | 0.00% |
| 2007 | 3.14% | 0.00% |
| 2006 | 0.52% | 0.00% |
Select Stocks to Compare
Popular: DEW vs SPYMBOX vs SPY
More Comparisons
Compare with similar stocks