MBOX vs XJR
Comparison between FREEDOM DAY DIVIDEND ETF (MBOX, ETF) and ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF).
5-Year PerformanceMBOX has outperformed XJR, delivering a return of +11.8% compared to +5.3%
MBOX vs XJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MBOX
$138M
XJR
$138M
Expense Ratio
MBOX
0.39%
Winner
XJR
0.12%
Max Drawdown
Winner
MBOX
17.67%
XJR
27.89%
Sharpe Ratio
Winner
MBOX
1.73
XJR
1.27
5Y Beta
Winner
MBOX
0.73
XJR
1.02
P/E Ratio
Winner
MBOX
18.20
XJR
37.41
Forward P/E
Winner
MBOX
14.69
XJR
15.99
PEG Ratio
MBOX
0.46
XJR
N/A
5Y Dividends CAGR
MBOX
N/A
XJR
20.23%
5Y EPS CAGR
Winner
MBOX
14.63%
XJR
12.08%
Debt to Equity
MBOX
N/A
XJR
69.04%
P/S Ratio
MBOX
2.23
Winner
XJR
1.17
P/B Ratio
MBOX
3.58
Winner
XJR
2.09
MBOX vs XJR - Holdings Comparison
MBOX and XJR have 3 common holdings. Overlap is -0.41%
MBOX's top 25 holdings weight is 58.51%. XJR's top 25 holdings weight is 15.49%.
| Rank | MBOX | XJR |
|---|---|---|
| #1 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.01% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.39% |
| #2 | KLA CORP (KLAC) - 2.78% | SEMTECH CORP (SMTC) - 1.00% |
| #3 | MORGAN STANLEY (MS) - 2.76% | SANMINA CORP (SANM) - 0.93% |
| #4 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.73% | VIAVI SOLUTIONS INC (VIAV) - 0.79% |
| #5 | QUALCOMM INC (QCOM) - 2.72% | VIASAT INC (VSAT) - 0.70% |
| #6 | ASML HOLDING NV ADR (ASML) - 2.70% | FORMFACTOR INC (FORM) - 0.69% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.61% | ELEMENT SOLUTIONS INC (ESI) - 0.64% |
| #8 | BROADCOM INC (AVGO) - 2.48% | QORVO INC (QRVO) - 0.62% |
| #9 | EXXON MOBIL CORP (XOM) - 2.35% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 2.32% | ENPHASE ENERGY INC (ENPH) - 0.58% |
| #11 | ENERGY TRANSFER LP (ET) - 2.25% | POWELL INDUSTRIES INC (POWL) - 0.55% |
| #12 | MERCK & CO INC (MRK) - 2.25% | MAXLINEAR INC (MXL) - 0.55% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 2.23% | STONEX GROUP INC (SNEX) - 0.54% |
| #14 | AMGEN INC (AMGN) - 2.22% | KRYSTAL BIOTECH INC (KRYS) - 0.53% |
| #15 | NOVARTIS AG ADR (NVS) - 2.19% | ESCO TECHNOLOGIES INC (ESE) - 0.53% |
| #16 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.18% | JACKSON FINANCIAL INC (JXN) - 0.52% |
| #17 | MUELLER INDUSTRIES INC (MLI) - 2.15% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49% |
| #18 | EDISON INTERNATIONAL (EIX) - 2.15% | PLEXUS CORP (PLXS) - 0.49% |
| #19 | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.12% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.49% |
| #20 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.08% | LKQ CORP (LKQ) - 0.48% |
| #21 | CINCINNATI FINANCIAL CORP (CINF) - 2.08% | GLAUKOS CORP (GKOS) - 0.48% |
| #22 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 2.05% | MYR GROUP INC (MYRG) - 0.48% |
| #23 | ALTRIA GROUP INC (MO) - 2.05% | JBT MAREL CORP (JBTM) - 0.47% |
| #24 | UNITEDHEALTH GROUP INC (UNH) - 2.04% | FEDERAL SIGNAL CORP (FSS) - 0.47% |
| #25 | VOYA FINANCIAL INC (VOYA) - 2.01% | KODIAK GAS SERVICES INC (KGS) - 0.47% |
| Total Holdings | 50 | 545 |
MBOX vs XJR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MBOX
+3.88%
XJR
+0.22%
3M
MBOX
+6.98%
Winner
XJR
+8.52%
6M
Winner
MBOX
+14.67%
XJR
+13.90%
1Y
MBOX
+24.47%
Winner
XJR
+28.13%
5Y(CAGR)
Winner
MBOX
+11.79%
XJR
+5.31%
Max(CAGR)
MBOX
+11.86%
Winner
XJR
+14.32%
MBOX vs XJR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MBOX | XJR |
|---|---|---|
| 2026 | +14.19% | +13.48% |
| 2025 | +8.53% | +5.10% |
| 2024 | +16.65% | +10.38% |
| 2023 | +16.40% | +16.42% |
| 2022 | -4.07% | -18.05% |
| 2021 | +9.48% | +26.45% |
| 2020 | N/A | +35.61% |
MBOX vs XJR Drawdown Comparison
The maximum drawdown for MBOX was -16.40%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.
The current MBOX drawdown is -1.23%. The current XJR drawdown is -1.81%.
| Rank | MBOX | XJR |
|---|---|---|
| #1 | -16.40% Apr 8, 2022 - Jul 24, 2023 | -27.12% Nov 25, 2024 - Jan 9, 2026 |
| #2 | -16.36% Nov 25, 2024 - Sep 10, 2025 | -26.88% Nov 5, 2021 - Jul 16, 2024 |
| #3 | -7.60% Jul 31, 2023 - Nov 20, 2023 | -9.76% Jun 8, 2021 - Nov 3, 2021 |
| #4 | -6.84% Jan 4, 2022 - Mar 24, 2022 | -9.43% Feb 10, 2026 - Apr 14, 2026 |
| #5 | -6.82% Jul 16, 2024 - Aug 23, 2024 | -9.34% Mar 12, 2021 - Jun 8, 2021 |
| #6 | -5.75% Mar 2, 2026 - Apr 22, 2026 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #7 | -5.68% Mar 28, 2024 - May 15, 2024 | -6.34% Oct 23, 2020 - Nov 5, 2020 |
| #8 | -4.83% Sep 2, 2021 - Oct 21, 2021 | -4.41% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -4.48% Aug 30, 2024 - Sep 19, 2024 | -4.33% May 6, 2026 - May 26, 2026 |
| #10 | -4.44% Oct 3, 2025 - Dec 11, 2025 | -4.23% Feb 24, 2021 - Mar 8, 2021 |
| #11 | -3.93% May 10, 2021 - Aug 3, 2021 | -3.65% Oct 16, 2024 - Nov 6, 2024 |
| #12 | -3.85% Oct 14, 2024 - Nov 6, 2024 | -3.40% Jan 26, 2021 - Feb 4, 2021 |
| #13 | -3.60% Nov 24, 2021 - Dec 7, 2021 | -3.28% Nov 24, 2020 - Dec 4, 2020 |
| #14 | -2.57% May 15, 2024 - Jun 24, 2024 | -3.23% Sep 19, 2024 - Oct 16, 2024 |
| #15 | -2.51% Nov 8, 2024 - Nov 21, 2024 | -2.74% Jan 22, 2026 - Feb 6, 2026 |
Correlation
Correlation between MBOX and XJR is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2020 - 2026)
MBOX vs XJR dividend yield comparison.
| Year | MBOX | XJR |
|---|---|---|
| 2026 | 0.60% | 0.00% |
| 2025 | 1.94% | 1.14% |
| 2024 | 1.60% | 1.96% |
| 2023 | 2.13% | 0.92% |
| 2022 | 2.87% | 1.29% |
| 2021 | 1.17% | 2.00% |
| 2020 | 0.00% | 0.58% |
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