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