MBOX vs. EQTY ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to Kovitz Core Equity ETF (EQTY)
MBOX
Freedom Day Dividend ETF
MBOX Description
The investment seeks dividend growth. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser (Freedom Day Solutions, LLC) believes have the potential to provide rising dividend income streams to the fund over time. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$35.05
Average Daily Volume
8,516
46
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$24.14
Average Daily Volume
36,505
38
Performance
| Period | MBOX | EQTY |
|---|---|---|
| 30 Days | 4.89% | 2.94% |
| 60 Days | 2.72% | 5.30% |
| 90 Days | 3.21% | 6.95% |
| 12 Months | 31.71% | 29.19% |
MBOX Overweight 44 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | A | 2.65% | |
| EOG | A | 2.48% | |
| MS | A | 2.44% | |
| ET | A | 2.42% | |
| MLI | C | 2.38% | |
| UNH | C | 2.35% | |
| PGR | A | 2.29% | |
| CARR | D | 2.29% | |
| ACN | C | 2.28% | |
| CINF | A | 2.28% | |
| DELL | C | 2.24% | |
| EPD | A | 2.21% | |
| FNF | B | 2.18% | |
| WSO | A | 2.17% | |
| HD | A | 2.13% | |
| OZK | B | 2.12% | |
| AVGO | D | 2.12% | |
| KR | B | 2.09% | |
| GRMN | B | 2.09% | |
| RSG | A | 2.08% | |
| TRV | B | 2.06% | |
| OC | A | 2.06% | |
| LLY | F | 2.04% | |
| NSA | D | 2.04% | |
| INGR | B | 2.02% | |
| KBH | D | 2.0% | |
| MATX | C | 1.99% | |
| WSM | B | 1.99% | |
| TSCO | D | 1.99% | |
| CI | F | 1.99% | |
| CMCSA | B | 1.96% | |
| DKS | C | 1.91% | |
| AMGN | D | 1.86% | |
| DE | A | 1.86% | |
| NXST | C | 1.84% | |
| ABBV | D | 1.74% | |
| PLD | D | 1.72% | |
| PEP | F | 1.71% | |
| MPC | D | 1.67% | |
| HSY | F | 1.66% | |
| MDLZ | F | 1.66% | |
| KLAC | D | 1.57% | |
| CQP | B | 1.48% | |
| MCHP | D | 1.3% |
MBOX Underweight 36 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | -4.77% | |
| SCHW | B | -4.75% | |
| AMZN | C | -4.67% | |
| KEYS | A | -4.28% | |
| GOOG | C | -4.19% | |
| ICE | C | -3.99% | |
| BDX | F | -3.94% | |
| PM | B | -3.86% | |
| V | A | -3.8% | |
| CRM | B | -3.74% | |
| J | F | -3.41% | |
| FI | A | -3.33% | |
| KMX | B | -3.33% | |
| BRK.A | B | -3.21% | |
| LOW | D | -3.11% | |
| ORCL | B | -3.06% | |
| AXP | A | -3.04% | |
| PCAR | B | -3.02% | |
| AON | A | -2.98% | |
| PPG | F | -2.35% | |
| MSI | B | -2.09% | |
| AAPL | C | -1.92% | |
| ANET | C | -1.84% | |
| DLTR | F | -1.77% | |
| DEO | F | -1.74% | |
| ADI | D | -1.74% | |
| AMAT | F | -1.55% | |
| HAS | D | -1.06% | |
| AMD | F | -0.94% | |
| HAYW | B | -0.65% | |
| GOOGL | C | -0.5% | |
| SYK | C | -0.13% | |
| GGG | B | -0.1% | |
| VRSK | A | -0.08% | |
| EFX | F | -0.06% | |
| ABT | B | -0.06% |
MBOX: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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