MBOX vs DEW
Comparison between FREEDOM DAY DIVIDEND ETF (MBOX, ETF) and WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF).
5-Year PerformanceMBOX has outperformed DEW, delivering a return of +12.1% compared to +11.3%
MBOX vs DEW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MBOX
$141M
Winner
DEW
$141M
Expense Ratio
Winner
MBOX
0.39%
DEW
0.58%
Max Drawdown
Winner
MBOX
17.67%
DEW
69.18%
Sharpe Ratio
MBOX
1.71
Winner
DEW
2.12
5Y Beta
MBOX
0.73
Winner
DEW
0.50
P/E Ratio
Winner
MBOX
18.26
DEW
21.43
Forward P/E
MBOX
14.83
Winner
DEW
14.36
PEG Ratio
MBOX
0.47
DEW
N/A
5Y Dividends CAGR
MBOX
N/A
DEW
8.69%
5Y EPS CAGR
MBOX
14.48%
DEW
N/A
Debt to Equity
MBOX
N/A
DEW
-26.67%
P/S Ratio
MBOX
2.24
DEW
N/A
P/B Ratio
MBOX
3.59
DEW
N/A
MBOX vs DEW - Holdings Comparison
MBOX and DEW have 12 common holdings. Overlap is 6.90%
MBOX's top 25 holdings weight is 58.51%. DEW's top 25 holdings weight is 26.49%.
| Rank | MBOX | DEW |
|---|---|---|
| #1 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.01% | EXXON MOBIL CORP (XOM) - 2.62% |
| #2 | KLA CORP (KLAC) - 2.78% | CHEVRON CORP (CVX) - 2.02% |
| #3 | MORGAN STANLEY (MS) - 2.76% | JOHNSON & JOHNSON (JNJ) - 1.76% |
| #4 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.73% | HSBC HOLDINGS PLC (n/a) - 1.47% |
| #5 | QUALCOMM INC (QCOM) - 2.72% | ALTRIA GROUP INC (MO) - 1.38% |
| #6 | ASML HOLDING NV ADR (ASML) - 2.70% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.29% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.61% | ABBVIE INC (ABBV) - 1.27% |
| #8 | BROADCOM INC (AVGO) - 2.48% | MERCK & CO INC (MRK) - 1.26% |
| #9 | EXXON MOBIL CORP (XOM) - 2.35% | TEXAS INSTRUMENTS INC (TXN) - 1.20% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 2.32% | NESTLE SA (n/a) - 1.06% |
| #11 | ENERGY TRANSFER LP (ET) - 2.25% | INTESA SANPAOLO (n/a) - 1.05% |
| #12 | MERCK & CO INC (MRK) - 2.25% | SHELL PLC (n/a) - 1.02% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 2.23% | PEPSICO INC (PEP) - 0.99% |
| #14 | AMGEN INC (AMGN) - 2.22% | THE TORONTO-DOMINION BANK (TD) - 0.97% |
| #15 | NOVARTIS AG ADR (NVS) - 2.19% | AT&T INC (T) - 0.94% |
| #16 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.18% | BHP GROUP LTD (n/a) - 0.90% |
| #17 | MUELLER INDUSTRIES INC (MLI) - 2.15% | GILEAD SCIENCES INC (GILD) - 0.89% |
| #18 | EDISON INTERNATIONAL (EIX) - 2.15% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.84% |
| #19 | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.12% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.82% |
| #20 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.08% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.80% |
| #21 | CINCINNATI FINANCIAL CORP (CINF) - 2.08% | BOC HONG KONG HOLDINGS LTD (n/a) - 0.40% |
| #22 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 2.05% | ING GROEP NV (n/a) - 0.39% |
| #23 | ALTRIA GROUP INC (MO) - 2.05% | MEDTRONIC PLC (MDT) - 0.39% |
| #24 | UNITEDHEALTH GROUP INC (UNH) - 2.04% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.38% |
| #25 | VOYA FINANCIAL INC (VOYA) - 2.01% | PUBLIC STORAGE (PSA) - 0.38% |
| Total Holdings | 50 | 666 |
MBOX vs DEW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MBOX
+4.35%
DEW
+2.78%
3M
Winner
MBOX
+10.81%
DEW
+6.39%
6M
Winner
MBOX
+15.78%
DEW
+14.72%
1Y
MBOX
+23.57%
Winner
DEW
+26.17%
5Y(CAGR)
Winner
MBOX
+12.10%
DEW
+11.27%
10Y(CAGR)
MBOX
N/A
DEW
+9.68%
Max(CAGR)
Winner
MBOX
+12.10%
DEW
+5.95%
MBOX vs DEW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | MBOX | DEW |
|---|---|---|
| 2026 | +15.67% | +13.49% |
| 2025 | +8.53% | +22.72% |
| 2024 | +16.65% | +11.03% |
| 2023 | +16.40% | +9.44% |
| 2022 | -4.07% | -2.88% |
| 2021 | +9.48% | +21.76% |
| 2020 | N/A | -8.08% |
| 2019 | N/A | +20.29% |
| 2018 | N/A | -10.86% |
| 2017 | N/A | +14.93% |
| 2016 | N/A | +16.26% |
| 2015 | N/A | -6.31% |
| 2014 | N/A | -1.31% |
| 2013 | N/A | +13.04% |
| 2012 | N/A | +12.42% |
| 2011 | N/A | -3.29% |
| 2010 | N/A | +4.00% |
| 2009 | N/A | +30.14% |
| 2008 | N/A | -43.28% |
| 2007 | N/A | +7.57% |
| 2006 | N/A | +23.20% |
MBOX vs DEW Drawdown Comparison
The maximum drawdown for MBOX was -16.40%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The maximum drawdown for DEW was -65.49%, occurring on Mar 9, 2009. Recovery took 1679 trading sessions.
| Rank | MBOX | DEW |
|---|---|---|
| #1 | -16.40% Apr 8, 2022 - Jul 24, 2023 | -65.49% Oct 31, 2007 - Jul 3, 2014 |
| #2 | -16.36% Nov 25, 2024 - Sep 10, 2025 | -38.77% Jan 17, 2020 - Mar 12, 2021 |
| #3 | -7.60% Jul 31, 2023 - Nov 20, 2023 | -24.49% Jul 3, 2014 - Apr 25, 2017 |
| #4 | -6.84% Jan 4, 2022 - Mar 24, 2022 | -18.86% Apr 20, 2022 - Dec 14, 2023 |
| #5 | -6.82% Jul 16, 2024 - Aug 23, 2024 | -18.09% Jan 26, 2018 - Nov 4, 2019 |
| #6 | -5.75% Mar 2, 2026 - Apr 22, 2026 | -12.86% Jul 13, 2007 - Oct 29, 2007 |
| #7 | -5.68% Mar 28, 2024 - May 15, 2024 | -11.80% Apr 2, 2025 - May 15, 2025 |
| #8 | -4.83% Sep 2, 2021 - Oct 21, 2021 | -8.18% Feb 26, 2007 - Apr 2, 2007 |
| #9 | -4.48% Aug 30, 2024 - Sep 19, 2024 | -6.47% Nov 29, 2024 - Feb 13, 2025 |
| #10 | -4.44% Oct 3, 2025 - Dec 11, 2025 | -6.34% Feb 27, 2026 - May 20, 2026 |
| #11 | -3.93% May 10, 2021 - Aug 3, 2021 | -6.14% Jan 14, 2022 - Mar 29, 2022 |
| #12 | -3.85% Oct 14, 2024 - Nov 6, 2024 | -5.98% Jul 7, 2006 - Jul 27, 2006 |
| #13 | -3.60% Nov 24, 2021 - Dec 7, 2021 | -5.61% Jun 4, 2021 - Dec 15, 2021 |
| #14 | -2.57% May 15, 2024 - Jun 24, 2024 | -5.21% Mar 28, 2024 - May 9, 2024 |
| #15 | -2.51% Nov 8, 2024 - Nov 21, 2024 | -4.19% Jul 30, 2024 - Aug 16, 2024 |
Correlation
Correlation between MBOX and DEW is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
MBOX vs DEW dividend yield comparison.
| Year | MBOX | DEW |
|---|---|---|
| 2026 | 0.60% | 0.39% |
| 2025 | 1.94% | 3.71% |
| 2024 | 1.60% | 4.02% |
| 2023 | 2.13% | 4.55% |
| 2022 | 2.87% | 3.82% |
| 2021 | 1.17% | 3.54% |
| 2020 | 0.00% | 4.10% |
| 2019 | 0.00% | 3.74% |
| 2018 | 0.00% | 4.17% |
| 2017 | 0.00% | 3.18% |
| 2016 | 0.00% | 3.42% |
| 2015 | 0.00% | 4.32% |
| 2014 | 0.00% | 5.00% |
| 2013 | 0.00% | 3.65% |
| 2012 | 0.00% | 3.82% |
| 2011 | 0.00% | 4.73% |
| 2010 | 0.00% | 3.45% |
| 2009 | 0.00% | 4.89% |
| 2008 | 0.00% | 7.97% |
| 2007 | 0.00% | 3.14% |
| 2006 | 0.00% | 0.52% |
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