LGDX vs MBOX
Comparison between INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF (LGDX, ETF) and FREEDOM DAY DIVIDEND ETF (MBOX, ETF).
LGDX vs MBOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGDX
$138M
MBOX
$138M
Expense Ratio
Winner
LGDX
0.25%
MBOX
0.39%
Max Drawdown
Winner
LGDX
15.79%
MBOX
17.67%
Sharpe Ratio
LGDX
1.26
Winner
MBOX
1.73
5Y Beta
LGDX
0.98
Winner
MBOX
0.73
P/E Ratio
LGDX
25.39
Winner
MBOX
18.20
Forward P/E
LGDX
19.87
Winner
MBOX
14.69
PEG Ratio
LGDX
N/A
MBOX
0.46
5Y EPS CAGR
Winner
LGDX
27.14%
MBOX
14.63%
Debt to Equity
LGDX
84.35%
MBOX
N/A
P/S Ratio
LGDX
2.72
Winner
MBOX
2.23
P/B Ratio
LGDX
5.61
Winner
MBOX
3.58
LGDX vs MBOX - Holdings Comparison
LGDX and MBOX have 22 common holdings. Overlap is 8.20%
LGDX's top 25 holdings weight is 53.86%. MBOX's top 25 holdings weight is 58.51%.
| Rank | LGDX | MBOX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.68% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.01% |
| #2 | MICROSOFT CORP (MSFT) - 6.24% | KLA CORP (KLAC) - 2.78% |
| #3 | APPLE INC (AAPL) - 4.91% | MORGAN STANLEY (MS) - 2.76% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.94% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.73% |
| #5 | BROADCOM INC (AVGO) - 3.69% | QUALCOMM INC (QCOM) - 2.72% |
| #6 | ALPHABET INC CLASS C (GOOG) - 3.17% | ASML HOLDING NV ADR (ASML) - 2.70% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.29% | JPMORGAN CHASE & CO (JPM) - 2.61% |
| #8 | AMAZON.COM INC (AMZN) - 2.10% | BROADCOM INC (AVGO) - 2.48% |
| #9 | ELI LILLY AND CO (LLY) - 1.67% | EXXON MOBIL CORP (XOM) - 2.35% |
| #10 | TESLA INC (TSLA) - 1.56% | THE GOLDMAN SACHS GROUP INC (GS) - 2.32% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.51% | ENERGY TRANSFER LP (ET) - 2.25% |
| #12 | CITIGROUP INC (C) - 1.25% | MERCK & CO INC (MRK) - 2.25% |
| #13 | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% | MARATHON PETROLEUM CORP (MPC) - 2.23% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.20% | AMGEN INC (AMGN) - 2.22% |
| #15 | LOCKHEED MARTIN CORP (LMT) - 1.15% | NOVARTIS AG ADR (NVS) - 2.19% |
| #16 | n/a (PLTR) - 1.02% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.18% |
| #17 | JOHNSON & JOHNSON (JNJ) - 1.00% | MUELLER INDUSTRIES INC (MLI) - 2.15% |
| #18 | 3M CO (MMM) - 0.98% | EDISON INTERNATIONAL (EIX) - 2.15% |
| #19 | GE VERNOVA INC (GEV) - 0.96% | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.12% |
| #20 | AMERICAN EXPRESS CO (AXP) - 0.95% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.08% |
| #21 | EOG RESOURCES INC (EOG) - 0.91% | CINCINNATI FINANCIAL CORP (CINF) - 2.08% |
| #22 | AMERICAN TOWER CORP (AMT) - 0.89% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 2.05% |
| #23 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88% | ALTRIA GROUP INC (MO) - 2.05% |
| #24 | GENERAL MOTORS CO (GM) - 0.88% | UNITEDHEALTH GROUP INC (UNH) - 2.04% |
| #25 | ADVANCED MICRO DEVICES INC (AMD) - 0.81% | VOYA FINANCIAL INC (VOYA) - 2.01% |
| Total Holdings | 260 | 50 |
LGDX vs MBOX - Historical Returns
Returns include dividend reinvestment.
1M
LGDX
+2.20%
Winner
MBOX
+3.88%
3M
Winner
LGDX
+8.08%
MBOX
+6.98%
6M
LGDX
+7.94%
Winner
MBOX
+14.67%
1Y
LGDX
+21.38%
Winner
MBOX
+24.47%
5Y(CAGR)
LGDX
N/A
MBOX
+11.79%
Max(CAGR)
Winner
LGDX
+17.35%
MBOX
+11.86%
LGDX vs MBOX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | LGDX | MBOX |
|---|---|---|
| 2026 | +7.67% | +14.19% |
| 2025 | +13.95% | +8.53% |
| 2024 | N/A | +16.65% |
| 2023 | N/A | +16.40% |
| 2022 | N/A | -4.07% |
| 2021 | N/A | +9.48% |
LGDX vs MBOX Drawdown Comparison
The maximum drawdown for LGDX was -15.79%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The maximum drawdown for MBOX was -16.40%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The current LGDX drawdown is -2.71%. The current MBOX drawdown is -1.23%.
| Rank | LGDX | MBOX |
|---|---|---|
| #1 | -15.79% Feb 28, 2025 - May 13, 2025 | -16.40% Apr 8, 2022 - Jul 24, 2023 |
| #2 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -16.36% Nov 25, 2024 - Sep 10, 2025 |
| #3 | -5.93% Oct 28, 2025 - Dec 23, 2025 | -7.60% Jul 31, 2023 - Nov 20, 2023 |
| #4 | -3.11% Jan 12, 2026 - Jan 27, 2026 | -6.84% Jan 4, 2022 - Mar 24, 2022 |
| #5 | -3.04% May 19, 2025 - Jun 6, 2025 | -6.82% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -2.74% Oct 8, 2025 - Oct 21, 2025 | -5.75% Mar 2, 2026 - Apr 22, 2026 |
| #7 | -2.71% Jun 1, 2026 - Jun 5, 2026 | -5.68% Mar 28, 2024 - May 15, 2024 |
| #8 | -2.46% Jul 25, 2025 - Aug 12, 2025 | -4.83% Sep 2, 2021 - Oct 21, 2021 |
| #9 | -1.98% May 14, 2026 - May 26, 2026 | -4.48% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -1.49% Sep 22, 2025 - Oct 3, 2025 | -4.44% Oct 3, 2025 - Dec 11, 2025 |
| #11 | -1.48% Aug 28, 2025 - Sep 9, 2025 | -3.93% May 10, 2021 - Aug 3, 2021 |
| #12 | -1.47% Dec 24, 2025 - Jan 12, 2026 | -3.85% Oct 14, 2024 - Nov 6, 2024 |
| #13 | -1.43% Aug 18, 2025 - Aug 22, 2025 | -3.60% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -1.03% Jun 12, 2025 - Jun 16, 2025 | -2.57% May 15, 2024 - Jun 24, 2024 |
| #15 | -1.02% Apr 27, 2026 - Apr 30, 2026 | -2.51% Nov 8, 2024 - Nov 21, 2024 |
Correlation
Correlation between LGDX and MBOX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2021 - 2026)
LGDX vs MBOX dividend yield comparison.
| Year | LGDX | MBOX |
|---|---|---|
| 2026 | 0.00% | 0.60% |
| 2025 | 0.52% | 1.94% |
| 2024 | 0.00% | 1.60% |
| 2023 | 0.00% | 2.13% |
| 2022 | 0.00% | 2.87% |
| 2021 | 0.00% | 1.17% |
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