MBOX vs. FSZ ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to First Trust Switzerland AlphaDex Fund (FSZ)
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
$33.83
Average Daily Volume
5,788
48
FSZ
First Trust Switzerland AlphaDex Fund
FSZ Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Defined Switzerland Index. The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in stocks and/or depositary receipts that comprise the index. It, using an "indexing" investment approach, attempts to replicate, before fees and expenses, the performance of the index. The index is designed by S&P to objectively identify and select securities from the S&P Switzerland BMI Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$70.50
Average Daily Volume
3,355
3
Performance
Period | MBOX | FSZ |
---|---|---|
30 Days | -0.91% | 1.76% |
60 Days | 5.10% | 6.48% |
90 Days | 6.19% | 8.80% |
12 Months | 34.33% | 23.92% |
MBOX Overweight 46 Positions Relative to FSZ
Symbol | Grade | Weight | |
---|---|---|---|
LLY | D | 3.32% | |
CARR | C | 2.48% | |
DKS | D | 2.34% | |
PGR | C | 2.31% | |
AVGO | C | 2.3% | |
EOG | D | 2.29% | |
NSA | C | 2.26% | |
MLI | B | 2.26% | |
JEF | B | 2.22% | |
FNF | A | 2.21% | |
JPM | D | 2.2% | |
KBH | C | 2.15% | |
HD | A | 2.13% | |
TSCO | A | 2.09% | |
ET | C | 2.07% | |
EPD | B | 2.06% | |
CINF | A | 2.05% | |
CI | C | 2.04% | |
UNH | B | 2.02% | |
RSG | D | 2.02% | |
DELL | D | 2.0% | |
MSFT | C | 1.98% | |
GRMN | D | 1.97% | |
BPOP | D | 1.96% | |
WSO | B | 1.94% | |
INGR | A | 1.94% | |
ACN | B | 1.94% | |
MDLZ | C | 1.92% | |
MS | B | 1.91% | |
PLD | D | 1.9% | |
MATX | B | 1.89% | |
DE | A | 1.89% | |
AMGN | D | 1.87% | |
KLAC | D | 1.86% | |
PEP | D | 1.85% | |
HSY | D | 1.84% | |
OC | B | 1.83% | |
KR | B | 1.81% | |
ASML | F | 1.73% | |
AGM | F | 1.73% | |
MPC | F | 1.71% | |
WSM | C | 1.71% | |
NXST | D | 1.67% | |
MCHP | F | 1.54% | |
LYB | D | 1.39% | |
CQP | D | 1.35% |
MBOX Underweight 1 Positions Relative to FSZ
Symbol | Grade | Weight | |
---|---|---|---|
NVS | D | -2.51% |
MBOX: Top Represented Industries & Keywords
FSZ: Top Represented Industries & Keywords