MBOX vs RVER

Comparison between FREEDOM DAY DIVIDEND ETF (MBOX, ETF) and TRENCHLESS FUND ETF (RVER, ETF).

MBOX vs RVER - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBOX(ETF)	RVER(ETF)
Net Assets	$141M	$140M
Expense Ratio	0.39%	0.66%
Max Drawdown	17.67%	26.21%
Sharpe Ratio	1.71	0.57
5Y Beta	0.73	1.33
P/E Ratio	18.26	73.98
Forward P/E	14.83	18.14
PEG Ratio	0.47	0.58
5Y EPS CAGR	14.48%	41.61%
Debt to Equity	N/A	33.47%
P/S Ratio	2.24	4.09
P/B Ratio	3.59	3.81

Net Assets

Winner

MBOX

$141M

RVER

$140M

Expense Ratio

Winner

MBOX

0.39%

RVER

0.66%

Max Drawdown

Winner

MBOX

17.67%

RVER

26.21%

Sharpe Ratio

Winner

MBOX

1.71

RVER

0.57

5Y Beta

Winner

MBOX

0.73

RVER

1.33

P/E Ratio

Winner

MBOX

18.26

RVER

73.98

Forward P/E

Winner

MBOX

14.83

RVER

18.14

PEG Ratio

Winner

MBOX

0.47

RVER

0.58

5Y EPS CAGR

MBOX

14.48%

Winner

RVER

41.61%

Debt to Equity

MBOX

N/A

RVER

33.47%

P/S Ratio

Winner

MBOX

2.24

RVER

4.09

P/B Ratio

Winner

MBOX

3.59

RVER

3.81

MBOX vs RVER - Holdings Comparison

MBOX and RVER have 2 common holdings. Overlap is 2.61%

MBOX's top 25 holdings weight is 58.51%. RVER's top 25 holdings weight is 100.00%.

Rank	MBOX	RVER
#1	DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.01%	HEWLETT PACKARD ENTERPRISE CO (HPE) - 15.39%
#2	KLA CORP (KLAC) - 2.78%	NVIDIA CORP (NVDA) - 11.71%
#3	MORGAN STANLEY (MS) - 2.76%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 10.08%
#4	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.73%	PALO ALTO NETWORKS INC (PANW) - 6.25%
#5	QUALCOMM INC (QCOM) - 2.72%	EQT CORP (EQT) - 5.87%
#6	ASML HOLDING NV ADR (ASML) - 2.70%	IMMUNITYBIO INC ORDINARY SHARES (IBRX) - 5.58%
#7	JPMORGAN CHASE & CO (JPM) - 2.61%	META PLATFORMS INC CLASS A (META) - 5.26%
#8	BROADCOM INC (AVGO) - 2.48%	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 5.23%
#9	EXXON MOBIL CORP (XOM) - 2.35%	SERVICENOW INC (NOW) - 4.79%
#10	THE GOLDMAN SACHS GROUP INC (GS) - 2.32%	COEUR MINING INC (CDE) - 4.49%
#11	ENERGY TRANSFER LP (ET) - 2.25%	CLEANSPARK INC (CLSK) - 3.94%
#12	MERCK & CO INC (MRK) - 2.25%	FLUENCE ENERGY INC CLASS A (FLNC) - 3.79%
#13	MARATHON PETROLEUM CORP (MPC) - 2.23%	UBER TECHNOLOGIES INC (UBER) - 3.20%
#14	AMGEN INC (AMGN) - 2.22%	BROADCOM INC (AVGO) - 3.11%
#15	NOVARTIS AG ADR (NVS) - 2.19%	DEVON ENERGY CORP (DVN) - 3.05%
#16	CANADIAN NATURAL RESOURCES LTD (n/a) - 2.18%	ROYAL GOLD INC (RGLD) - 2.49%
#17	MUELLER INDUSTRIES INC (MLI) - 2.15%	WORKDAY INC CLASS A (WDAY) - 2.46%
#18	EDISON INTERNATIONAL (EIX) - 2.15%	NEWMONT CORP (NEM) - 2.16%
#19	LAMAR ADVERTISING CO CLASS A (LAMR) - 2.12%	GRAB HOLDINGS LTD CLASS A (GRAB) - 1.15%
#20	AUTOMATIC DATA PROCESSING INC (ADP) - 2.08%	N/A
#21	CINCINNATI FINANCIAL CORP (CINF) - 2.08%	N/A
#22	RYMAN HOSPITALITY PROPERTIES INC (RHP) - 2.05%	N/A
#23	ALTRIA GROUP INC (MO) - 2.05%	N/A
#24	UNITEDHEALTH GROUP INC (UNH) - 2.04%	N/A
#25	VOYA FINANCIAL INC (VOYA) - 2.01%	N/A
Total Holdings	50	19

MBOX vs RVER - Historical Returns

Returns include dividend reinvestment.

Period	MBOX	RVER
1 month	+4.35%	+11.70%
3 months	+10.81%	+21.07%
6 months	+15.78%	+9.57%
1 year	+23.57%	+15.44%
5 years(CAGR)	+12.10%	N/A
Max(CAGR)	+12.10%	+16.71%

MBOX

+4.35%

Winner

RVER

+11.70%

MBOX

+10.81%

Winner

RVER

+21.07%

Winner

MBOX

+15.78%

RVER

+9.57%

Winner

MBOX

+23.57%

RVER

+15.44%

5Y(CAGR)

MBOX

+12.10%

RVER

N/A

Max(CAGR)

MBOX

+12.10%

Winner

RVER

+16.71%

MBOX vs RVER - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	MBOX	RVER
2026	+15.67%	+11.03%
2025	+8.53%	+4.55%
2024	+16.65%	+17.75%
2023	+16.40%	N/A
2022	-4.07%	N/A
2021	+9.48%	N/A

MBOX vs RVER Drawdown Comparison

The maximum drawdown for MBOX was -16.40%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.

The maximum drawdown for RVER was -26.21%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.

The current RVER drawdown is -7.38%.

Rank	MBOX	RVER
#1	-16.40% Apr 8, 2022 - Jul 24, 2023	-26.21% Feb 18, 2025 - Jul 10, 2025
#2	-16.36% Nov 25, 2024 - Sep 10, 2025	-21.59% Oct 8, 2025 - May 29, 2026
#3	-7.60% Jul 31, 2023 - Nov 20, 2023	-18.03% Jul 16, 2024 - Sep 26, 2024
#4	-6.84% Jan 4, 2022 - Mar 24, 2022	-9.05% Jun 2, 2026 - Jun 10, 2026
#5	-6.82% Jul 16, 2024 - Aug 23, 2024	-6.91% Apr 9, 2024 - May 9, 2024
#6	-5.75% Mar 2, 2026 - Apr 22, 2026	-6.69% Dec 6, 2024 - Feb 18, 2025
#7	-5.68% Mar 28, 2024 - May 15, 2024	-6.29% Jul 25, 2025 - Aug 22, 2025
#8	-4.83% Sep 2, 2021 - Oct 21, 2021	-4.76% Sep 19, 2025 - Oct 8, 2025
#9	-4.48% Aug 30, 2024 - Sep 19, 2024	-4.61% Nov 11, 2024 - Nov 22, 2024
#10	-4.44% Oct 3, 2025 - Dec 11, 2025	-4.39% May 20, 2024 - Jul 12, 2024
#11	-3.93% May 10, 2021 - Aug 3, 2021	-3.63% Sep 26, 2024 - Oct 11, 2024
#12	-3.85% Oct 14, 2024 - Nov 6, 2024	-3.44% Oct 29, 2024 - Nov 6, 2024
#13	-3.60% Nov 24, 2021 - Dec 7, 2021	-2.29% Oct 21, 2024 - Oct 29, 2024
#14	-2.57% May 15, 2024 - Jun 24, 2024	-2.24% Sep 4, 2025 - Sep 18, 2025
#15	-2.51% Nov 8, 2024 - Nov 21, 2024	-2.06% Apr 3, 2024 - Apr 9, 2024