MBOX vs. IDHQ ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to PowerShares S&P International Developed High Quality Portfolio (IDHQ)
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
IDHQ
PowerShares S&P International Developed High Quality Portfolio
IDHQ Description
The PowerShares S&P International Developed High Quality Portfolio (Fund) is based on the S&P International Developed High Quality Rankings Index ND (Index). The Fund generally will invest at least 90% of its total assets in companies that are identified by the Index as high quality stocks based on historical records of earnings and dividends. The Index is computed using the net return, which withholds applicable taxes for non-resident investors. The Fund and the Index are rebalanced and reconstituted bi-annually, in January and July.Grade (RS Rating)
Last Trade
$28.99
Average Daily Volume
55,248
9
Performance
Period | MBOX | IDHQ |
---|---|---|
30 Days | 4.89% | -4.86% |
60 Days | 2.72% | -8.03% |
90 Days | 3.21% | -9.17% |
12 Months | 31.71% | 8.23% |
1 Overlapping Holdings
Symbol | Grade | Weight in MBOX | Weight in IDHQ | Overlap | |
---|---|---|---|---|---|
ABBV | D | 1.74% | 1.7% | 1.7% |
MBOX Overweight 45 Positions Relative to IDHQ
Symbol | Grade | Weight | |
---|---|---|---|
JEF | A | 2.65% | |
JPM | A | 2.49% | |
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% | |
MSFT | F | 1.88% | |
AMGN | D | 1.86% | |
DE | A | 1.86% | |
NXST | C | 1.84% | |
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: Top Represented Industries & Keywords
IDHQ: Top Represented Industries & Keywords