MBOX vs EFFI
Comparison between FREEDOM DAY DIVIDEND ETF (MBOX, ETF) and HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF).
MBOX vs EFFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MBOX
$142M
Winner
EFFI
$143M
Expense Ratio
Winner
MBOX
0.39%
EFFI
0.55%
Max Drawdown
MBOX
17.67%
Winner
EFFI
13.64%
Sharpe Ratio
Winner
MBOX
1.71
EFFI
0.97
5Y Beta
Winner
MBOX
0.71
EFFI
0.72
P/E Ratio
MBOX
19.68
EFFI
N/A
Forward P/E
MBOX
15.48
EFFI
N/A
PEG Ratio
MBOX
0.61
EFFI
N/A
5Y Dividends CAGR
MBOX
87.18%
EFFI
N/A
5Y EPS CAGR
MBOX
13.83%
EFFI
N/A
P/S Ratio
MBOX
2.31
EFFI
N/A
P/B Ratio
MBOX
3.61
EFFI
N/A
MBOX vs EFFI - Holdings Comparison
MBOX and EFFI have 1 common holdings. Overlap is 1.98%
MBOX's top 25 holdings weight is 59.99%. EFFI's top 25 holdings weight is 65.76%.
| Rank | MBOX | EFFI |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 3.02% | KEYENCE CORP (n/a) - 3.65% |
| #2 | MORGAN STANLEY (MS) - 2.90% | RECRUIT HOLDINGS CO LTD (n/a) - 3.59% |
| #3 | AMGEN INC (AMGN) - 2.73% | SWEDISH ORPHAN BIOVITRUM AB (n/a) - 3.39% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 2.65% | L'OREAL SA (n/a) - 3.38% |
| #5 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.49% | SONOVA HOLDING AG (n/a) - 3.18% |
| #6 | EATON CORP PLC (ETN) - 2.48% | DENSO CORP (n/a) - 3.14% |
| #7 | ENERGY TRANSFER LP (ET) - 2.48% | TOYOTA TSUSHO CORP (n/a) - 2.98% |
| #8 | MERCK & CO INC (MRK) - 2.42% | GLENCORE PLC (n/a) - 2.97% |
| #9 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 2.41% | MERCEDES-BENZ GROUP AG (MBG:XETR) - 2.86% |
| #10 | CINCINNATI FINANCIAL CORP (CINF) - 2.38% | LUNDIN GOLD INC (LUGDF) - 2.67% |
| #11 | THE GOLDMAN SACHS GROUP INC (GS) - 2.37% | MEDIBANK PVT LTD (n/a) - 2.57% |
| #12 | ASML HOLDING NV ADR (ASML) - 2.37% | BANCO SANTANDER SA (n/a) - 2.53% |
| #13 | NOVARTIS AG ADR (NVS) - 2.30% | UNICREDIT SPA (n/a) - 2.52% |
| #14 | THE TRAVELERS COMPANIES INC (TRV) - 2.30% | VESTAS WIND SYSTEMS AS (n/a) - 2.46% |
| #15 | WASTE MANAGEMENT INC (WM) - 2.29% | ASTRAZENECA PLC (AZN) - 2.42% |
| #16 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.29% | SINGAPORE EXCHANGE LTD (n/a) - 2.41% |
| #17 | VOYA FINANCIAL INC (VOYA) - 2.29% | BARCLAYS PLC (n/a) - 2.29% |
| #18 | EDISON INTERNATIONAL (EIX) - 2.27% | OBIC CO LTD (n/a) - 2.29% |
| #19 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 2.27% | ENBRIDGE INC (ENB) - 2.23% |
| #20 | XYLEM INC (XYL) - 2.26% | AKZO NOBEL NV (n/a) - 2.23% |
| #21 | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.26% | AERCAP HOLDINGS NV (AER) - 2.20% |
| #22 | ALTRIA GROUP INC (MO) - 2.26% | CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 2.04% |
| #23 | MARATHON PETROLEUM CORP (MPC) - 2.20% | THE TORONTO-DOMINION BANK (TD) - 1.98% |
| #24 | KLA CORP (KLAC) - 2.16% | MANULIFE FINANCIAL CORP (MFC) - 1.89% |
| #25 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.14% | n/a (n/a) - 1.89% |
| Total Holdings | 46 | 84 |
MBOX vs EFFI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MBOX
+2.85%
EFFI
+1.46%
3M
Winner
MBOX
+8.18%
EFFI
+4.61%
6M
Winner
MBOX
+12.70%
EFFI
+4.76%
1Y
Winner
MBOX
+24.24%
EFFI
+17.69%
5Y(CAGR)
MBOX
+12.51%
EFFI
N/A
Max(CAGR)
MBOX
+12.18%
Winner
EFFI
+22.04%
MBOX vs EFFI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | MBOX | EFFI |
|---|---|---|
| 2026 | +17.53% | +6.07% |
| 2025 | +8.53% | +33.64% |
| 2024 | +16.65% | -3.24% |
| 2023 | +16.40% | N/A |
| 2022 | -4.07% | N/A |
| 2021 | +9.48% | N/A |
MBOX vs EFFI Drawdown Comparison
The maximum drawdown for MBOX was -16.40%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.
The current MBOX drawdown is -0.41%. The current EFFI drawdown is -0.68%.
| Rank | MBOX | EFFI |
|---|---|---|
| #1 | -16.40% Apr 8, 2022 - Jul 24, 2023 | -13.64% Mar 5, 2025 - Apr 25, 2025 |
| #2 | -16.36% Nov 25, 2024 - Sep 10, 2025 | -10.55% Feb 25, 2026 - May 27, 2026 |
| #3 | -7.60% Jul 31, 2023 - Nov 20, 2023 | -5.66% Nov 12, 2025 - Dec 11, 2025 |
| #4 | -6.84% Jan 4, 2022 - Mar 24, 2022 | -4.40% Jul 23, 2025 - Aug 13, 2025 |
| #5 | -6.82% Jul 16, 2024 - Aug 23, 2024 | -3.96% Dec 12, 2024 - Jan 21, 2025 |
| #6 | -5.75% Mar 2, 2026 - Apr 22, 2026 | -3.91% Oct 6, 2025 - Oct 28, 2025 |
| #7 | -5.68% Mar 28, 2024 - May 15, 2024 | -3.84% Jan 27, 2026 - Feb 25, 2026 |
| #8 | -4.83% Sep 2, 2021 - Oct 21, 2021 | -3.25% May 29, 2026 - Jul 2, 2026 |
| #9 | -4.48% Aug 30, 2024 - Sep 19, 2024 | -2.66% Sep 8, 2025 - Oct 3, 2025 |
| #10 | -4.44% Oct 3, 2025 - Dec 11, 2025 | -2.66% Jan 30, 2025 - Feb 11, 2025 |
| #11 | -3.93% May 10, 2021 - Aug 3, 2021 | -2.32% Jun 12, 2025 - Jun 26, 2025 |
| #12 | -3.85% Oct 14, 2024 - Nov 6, 2024 | -2.18% Jul 10, 2025 - Jul 23, 2025 |
| #13 | -3.60% Nov 24, 2021 - Dec 7, 2021 | -2.08% Jul 6, 2026 - Jul 8, 2026 |
| #14 | -2.57% May 15, 2024 - Jun 24, 2024 | -1.78% Aug 22, 2025 - Sep 8, 2025 |
| #15 | -2.51% Nov 8, 2024 - Nov 21, 2024 | -1.72% Jan 15, 2026 - Jan 22, 2026 |
Correlation
Correlation between MBOX and EFFI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2021 - 2026)
MBOX vs EFFI dividend yield comparison.
| Year | MBOX | EFFI |
|---|---|---|
| 2026 | 0.99% | 0.00% |
| 2025 | 1.94% | 4.33% |
| 2024 | 1.60% | 0.00% |
| 2023 | 2.13% | 0.00% |
| 2022 | 2.87% | 0.00% |
| 2021 | 1.17% | 0.00% |
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