MBOX vs BATT
Comparison between FREEDOM DAY DIVIDEND ETF (MBOX, ETF) and AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF).
5-Year PerformanceMBOX has outperformed BATT, delivering a return of +12.1% compared to +2.0%
MBOX vs BATT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MBOX
$141M
BATT
$141M
Expense Ratio
Winner
MBOX
0.39%
BATT
0.59%
Max Drawdown
Winner
MBOX
17.67%
BATT
70.62%
Sharpe Ratio
MBOX
1.71
Winner
BATT
1.92
5Y Beta
Winner
MBOX
0.73
BATT
1.18
P/E Ratio
MBOX
18.26
BATT
N/A
Forward P/E
MBOX
14.83
BATT
N/A
PEG Ratio
MBOX
0.47
BATT
N/A
5Y Dividends CAGR
MBOX
N/A
BATT
6.69%
5Y EPS CAGR
MBOX
14.48%
BATT
N/A
P/S Ratio
MBOX
2.24
BATT
N/A
P/B Ratio
MBOX
3.59
BATT
N/A
MBOX vs BATT - Holdings Comparison
MBOX and BATT have 1 common holdings. Overlap is -0.02%
MBOX's top 25 holdings weight is 58.51%. BATT's top 25 holdings weight is 69.60%.
| Rank | MBOX | BATT |
|---|---|---|
| #1 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.01% | TESLA INC (TSLA) - 6.98% |
| #2 | KLA CORP (KLAC) - 2.78% | BHP GROUP LTD (n/a) - 6.91% |
| #3 | MORGAN STANLEY (MS) - 2.76% | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD CLASS A (n/a) - 6.24% |
| #4 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.73% | FREEPORT-MCMORAN INC (FCX) - 5.02% |
| #5 | QUALCOMM INC (QCOM) - 2.72% | BYD CO LTD CLASS H (n/a) - 5.00% |
| #6 | ASML HOLDING NV ADR (ASML) - 2.70% | BLOOM ENERGY CORP CLASS A (BE) - 4.53% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.61% | TDK CORP (n/a) - 3.12% |
| #8 | BROADCOM INC (AVGO) - 2.48% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 2.70% |
| #9 | EXXON MOBIL CORP (XOM) - 2.35% | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 2.37% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 2.32% | RESONAC HOLDINGS CORP (n/a) - 2.22% |
| #11 | ENERGY TRANSFER LP (ET) - 2.25% | SAMSUNG SDI CO LTD (n/a) - 1.98% |
| #12 | MERCK & CO INC (MRK) - 2.25% | FIRST QUANTUM MINERALS LTD (n/a) - 1.96% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 2.23% | LUNDIN MINING CORP (n/a) - 1.88% |
| #14 | AMGEN INC (AMGN) - 2.22% | ANTOFAGASTA PLC (n/a) - 1.79% |
| #15 | NOVARTIS AG ADR (NVS) - 2.19% | ALBEMARLE CORP (ALB) - 1.78% |
| #16 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.18% | SOUTH32 LTD (n/a) - 1.73% |
| #17 | MUELLER INDUSTRIES INC (MLI) - 2.15% | PLS GROUP LTD (n/a) - 1.61% |
| #18 | EDISON INTERNATIONAL (EIX) - 2.15% | SUMITOMO METAL MINING CO LTD (n/a) - 1.61% |
| #19 | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.12% | HUDBAY MINERALS INC (HBM) - 1.52% |
| #20 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.08% | UMICORE SA ORDINARY SHARES (n/a) - 1.49% |
| #21 | CINCINNATI FINANCIAL CORP (CINF) - 2.08% | CAPSTONE COPPER CORP (n/a) - 1.47% |
| #22 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 2.05% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.45% |
| #23 | ALTRIA GROUP INC (MO) - 2.05% | ENERSYS (ENS) - 1.44% |
| #24 | UNITEDHEALTH GROUP INC (UNH) - 2.04% | JIANGXI COPPER CO LTD CLASS A (n/a) - 1.40% |
| #25 | VOYA FINANCIAL INC (VOYA) - 2.01% | ZHEJIANG HUAYOU COBALT CO LTD CLASS A (n/a) - 1.40% |
| Total Holdings | 50 | 56 |
MBOX vs BATT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MBOX
+4.35%
BATT
-6.78%
3M
Winner
MBOX
+10.81%
BATT
+10.23%
6M
MBOX
+15.78%
Winner
BATT
+21.87%
1Y
MBOX
+23.57%
Winner
BATT
+85.28%
5Y(CAGR)
Winner
MBOX
+12.10%
BATT
+1.96%
10Y(CAGR)
MBOX
N/A
BATT
-0.27%
Max(CAGR)
Winner
MBOX
+12.10%
BATT
-0.27%
MBOX vs BATT - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | MBOX | BATT |
|---|---|---|
| 2026 | +15.67% | +16.95% |
| 2025 | +8.53% | +59.89% |
| 2024 | +16.65% | -12.13% |
| 2023 | +16.40% | -6.11% |
| 2022 | -4.07% | -33.31% |
| 2021 | +9.48% | +10.26% |
| 2020 | N/A | +41.47% |
| 2019 | N/A | -2.87% |
| 2018 | N/A | -42.46% |
MBOX vs BATT Drawdown Comparison
The maximum drawdown for MBOX was -16.40%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The maximum drawdown for BATT was -69.40%, occurring on Mar 23, 2020. Recovery took 853 trading sessions.
The current BATT drawdown is -8.54%.
| Rank | MBOX | BATT |
|---|---|---|
| #1 | -16.40% Apr 8, 2022 - Jul 24, 2023 | -69.40% Jun 6, 2018 - Oct 25, 2021 |
| #2 | -16.36% Nov 25, 2024 - Sep 10, 2025 | -61.93% Nov 8, 2021 - May 11, 2026 |
| #3 | -7.60% Jul 31, 2023 - Nov 20, 2023 | -15.47% May 13, 2026 - Jun 10, 2026 |
| #4 | -6.84% Jan 4, 2022 - Mar 24, 2022 | -2.51% Oct 25, 2021 - Oct 28, 2021 |
| #5 | -6.82% Jul 16, 2024 - Aug 23, 2024 | -1.45% Nov 1, 2021 - Nov 4, 2021 |
| #6 | -5.75% Mar 2, 2026 - Apr 22, 2026 | -1.01% May 11, 2026 - May 13, 2026 |
| #7 | -5.68% Mar 28, 2024 - May 15, 2024 | -0.99% Nov 4, 2021 - Nov 8, 2021 |
| #8 | -4.83% Sep 2, 2021 - Oct 21, 2021 | N/A |
| #9 | -4.48% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #10 | -4.44% Oct 3, 2025 - Dec 11, 2025 | N/A |
| #11 | -3.93% May 10, 2021 - Aug 3, 2021 | N/A |
| #12 | -3.85% Oct 14, 2024 - Nov 6, 2024 | N/A |
| #13 | -3.60% Nov 24, 2021 - Dec 7, 2021 | N/A |
| #14 | -2.57% May 15, 2024 - Jun 24, 2024 | N/A |
| #15 | -2.51% Nov 8, 2024 - Nov 21, 2024 | N/A |
Correlation
Correlation between MBOX and BATT is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.11
-101
Dividend Comparison (2018 - 2026)
MBOX vs BATT dividend yield comparison.
| Year | MBOX | BATT |
|---|---|---|
| 2026 | 0.60% | 0.00% |
| 2025 | 1.94% | 1.85% |
| 2024 | 1.60% | 3.17% |
| 2023 | 2.13% | 3.23% |
| 2022 | 2.87% | 4.14% |
| 2021 | 1.17% | 2.32% |
| 2020 | 0.00% | 0.21% |
| 2019 | 0.00% | 3.22% |
| 2018 | 0.00% | 0.89% |
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