MBOX vs VXUS

MBOX vs VXUS

Which is better, MBOX or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. MBOX led over 5Y and the full window, VXUS over 1Y and 3Y.

Lower Fees: VXUSHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMBOXVXUS
Expense Ratio0.39%0.05%Best
AUM$153M$158.1B
Dividend Yield1.81%2.51%
Holdings488,747
YTD Return+15.89%Best+12.44%
1Y Return+17.18%+20.21%Best
3Y Return (annualized)+17.96%+19.97%Best
5Y Return (annualized)+12.10%Best+8.99%
Volatility (annualized)14.4%Best14.8%
Max Drawdown-16.7%Best-29.4%
$10,000 over 5 years$17,702Best$15,379
Fund FamilyFreedom Day DividendVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionMay 4, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 5, 2021 to Sep 24, 2026 (5.4 years).

MBOX vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.4 years both funds cover.

MBOX vs VXUS Performance

Freedom Day Dividend ETF (MBOX) is an ETF from Freedom Day Dividend and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year MBOX returned +17.18% while VXUS returned +20.21%. Year to date, MBOX is up 15.89% versus a gain of 12.44% for VXUS.

Over three years, MBOX compounded at +17.96% per year against +19.97% for VXUS; over five years the annualized figures are +12.10% and +8.99% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 14.4% for MBOX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.7% for MBOX and -29.4% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MBOX charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, MBOX currently yields 1.81% against 2.51% for VXUS.

Holdings Overlap

MBOX already in VXUS8.1%

At least 8.1% of MBOX's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

MBOX and VXUS share little of their money.

5 positions in common, counted across the 50 positions we hold weights for in MBOX and 8,082 in VXUS, against full books of 48 and 8,747.

Top Shared Holdings

StockWeight in MBOXWeight in VXUSDifference
CNQ:CACanadian Natural Resources Ltd2.25%0.22%2.03%
RD:CAThe Toronto-Dominion Bank1.93%0.45%1.48%
QSRRestaurant Brands Int2.02%0.06%1.96%
LOGN:SMLogitech International S.A. Ordinary Shares1.88%0.03%1.85%
KRKroger Co.0.00%0.00%0.00%

You are not choosing between two funds in isolation.

Whichever of MBOX and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MBOXVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MBOX or VXUS?

MBOX has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, MBOX or VXUS?

Over the past year MBOX returned +17.18% vs +20.21% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MBOX or VXUS?

VXUS has been the more volatile fund at 14.8% annualized versus 14.4% for MBOX. Worst drawdown: MBOX -16.7% vs VXUS -29.4%.

Should I hold both MBOX and VXUS?

MBOX and VXUS have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between MBOX and VXUS?

At least 8.1% of MBOX's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 50 positions we hold weights for in MBOX and 8,082 in VXUS.

Which pays a higher dividend, MBOX or VXUS?

MBOX yields 1.81% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than MBOX?

VXUS has a lower expense ratio. MBOX led over 5Y and the full window, VXUS over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.