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MBOXvsAIVLETF Comparison
Freedom Day Dividend ETF (MBOX) belongs to the US High Dividend segment. WisdomTree U.S. AI Enhanced Value Fund ETF (AIVL) is part of the US Large Cap Value segment. MBOX's top 3 sector exposures are Financials, Energy and Health Care. In contrast, AIVL's top sector exposures are Financials, Industrials and Health Care. MBOX is more expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.38% for AIVL. MBOX is up 5.01% year-to-date (YTD) with +$1M in YTD flows. AIVL performs worse with 2.11% YTD performance, and -$6M in YTD flows. Run a side-by-side ETF comparison of MBOX and AIVL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
MBOX vs AIVL performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MBOX AIVL | -3.03%-3.18% | +3.91%+1.87% | +5.01%+2.11% | +15.39%+11.65% | +60.85%+42.04% | n/a+39.24% |
| Flows | MBOX AIVL | --$3M | +$125K-$9M | +$1M-$6M | -$6M-$34M | +$32M-$114M | --$263M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MBOX AIVL | +11.38%+10.83% | +15.66%+15.16% | +13.80%+12.96% | n/a+14.70% |
| Max drawdown | MBOX AIVL | -4.39%-5.36% | -12.03%-11.97% | -16.05%-14.35% | n/a-19.08% |
| Max drawdown duration | MBOX AIVL | 11d11d | 79d49d | 284d211d | n/a779d |
MBOX | AIVL | |
Last sale 3/13/2026 at 1:30 PM | $36.71 | $117.34 |
| Previous close 03/12/2026 | $36.82 | $117.01 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
MBOX | AIVL | |
|---|---|---|
| Last price | $36.71 | $117.34 |
| 1D performance | -0.30% | +0.28% |
| AuM | $128.85 M | $381.52 M |
| E/R | 0.39% | 0.38% |
MBOX | AIVL | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Freedom Day Solutions | WisdomTree |
| Benchmark | - | - |
| N° of holdings | 49 | 797 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 5, 2021 | June 16, 2006 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the MBOX and AIVL ETFs performed in 2026?
As of March 13, 2026, MBOX is up 5.01% year-to-date (YTD), while AIVL has returned 2.11%. That puts MBOX better performer ahead so far this year.
Which ETF is attracting more investor money: MBOX or AIVL?
Year-to-date, the MBOX ETF saw +$1M in flows, compared to -$6M for AIVL.
Which ETF is more volatile: MBOX or AIVL?
Over the past year, MBOX had a volatility of 15.66%, while AIVL experienced 15.16%.
Which ETF is bigger: MBOX or AIVL?
As of March 13, 2026, MBOX holds $128.85 M in assets under management (AUM), while AIVL manages $381.52 M.
What sectors do the MBOX and AIVL ETFs invest in?
MBOX leans toward sectors like Financials, Energy and Health Care. Meanwhile, AIVL focuses on Financials, Industrials and Health Care.
What are the top holdings of the MBOX ETF and AIVL ETF?
MBOX top holdings include JPMORGAN CHASE, MORGAN STANLEY and KLA CORPORATION. AIVL holds in its top three: TELEDYNE TECH, MEDTRONIC PLC and INTERCONTINENTAL EXCHANGE INC.
Which ETF is more diversified: MBOX or AIVL?
MBOX holds 51 securities with 35.75% of its assets in the top 15. AIVL has 876 securities and a top 15 weight of 44.76%.
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