UDIV vs. MBOX
Compare and contrast key facts about Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Freedom Day Dividend ETF (MBOX).
UDIV and MBOX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UDIV is a passively managed fund by Franklin Templeton that tracks the performance of the Linked Morningstar US Dividend Enhanced Select Index. It was launched on Jun 1, 2016. MBOX is an actively managed fund by EMPIRICAL FINANCE LLC. It was launched on May 5, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UDIV or MBOX.
Correlation
The correlation between UDIV and MBOX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UDIV vs. MBOX - Performance Comparison
Key characteristics
UDIV:
2.21
MBOX:
1.58
UDIV:
2.95
MBOX:
2.21
UDIV:
1.40
MBOX:
1.27
UDIV:
3.37
MBOX:
2.38
UDIV:
13.96
MBOX:
7.05
UDIV:
1.97%
MBOX:
2.82%
UDIV:
12.42%
MBOX:
12.57%
UDIV:
-35.21%
MBOX:
-16.42%
UDIV:
0.00%
MBOX:
-2.02%
Returns By Period
In the year-to-date period, UDIV achieves a 4.45% return, which is significantly lower than MBOX's 5.37% return.
UDIV
4.45%
3.12%
11.35%
25.30%
11.90%
N/A
MBOX
5.37%
3.25%
4.59%
17.29%
N/A
N/A
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UDIV vs. MBOX - Expense Ratio Comparison
UDIV has a 0.06% expense ratio, which is lower than MBOX's 0.39% expense ratio.
Risk-Adjusted Performance
UDIV vs. MBOX — Risk-Adjusted Performance Rank
UDIV
MBOX
UDIV vs. MBOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Freedom Day Dividend ETF (MBOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
UDIV vs. MBOX - Dividend Comparison
UDIV's dividend yield for the trailing twelve months is around 1.97%, more than MBOX's 1.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDIV Franklin U.S. Core Dividend Tilt Index ETF | 1.97% | 2.05% | 1.91% | 3.21% | 2.97% | 2.90% | 3.39% | 3.74% | 3.47% | 1.62% |
MBOX Freedom Day Dividend ETF | 1.52% | 1.60% | 2.13% | 2.87% | 1.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UDIV vs. MBOX - Drawdown Comparison
The maximum UDIV drawdown since its inception was -35.21%, which is greater than MBOX's maximum drawdown of -16.42%. Use the drawdown chart below to compare losses from any high point for UDIV and MBOX. For additional features, visit the drawdowns tool.
Volatility
UDIV vs. MBOX - Volatility Comparison
Franklin U.S. Core Dividend Tilt Index ETF (UDIV) has a higher volatility of 3.09% compared to Freedom Day Dividend ETF (MBOX) at 2.61%. This indicates that UDIV's price experiences larger fluctuations and is considered to be riskier than MBOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.