BILZ vs. BOXX
Compare and contrast key facts about PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) and Alpha Architect 1-3 Month Box ETF (BOXX).
BILZ and BOXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BILZ is an actively managed fund by PIMCO. It was launched on Jun 21, 2023. BOXX is an actively managed fund by Alpha Architect. It was launched on Dec 27, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BILZ or BOXX.
Correlation
The correlation between BILZ and BOXX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BILZ vs. BOXX - Performance Comparison
Key characteristics
BILZ:
13.06
BOXX:
14.08
BILZ:
27.82
BOXX:
38.63
BILZ:
16.13
BOXX:
12.33
BILZ:
29.35
BOXX:
46.08
BILZ:
451.53
BOXX:
586.19
BILZ:
0.01%
BOXX:
0.01%
BILZ:
0.38%
BOXX:
0.36%
BILZ:
-0.52%
BOXX:
-0.12%
BILZ:
0.00%
BOXX:
0.00%
Returns By Period
In the year-to-date period, BILZ achieves a 1.24% return, which is significantly lower than BOXX's 1.33% return.
BILZ
1.24%
0.36%
2.17%
4.89%
N/A
N/A
BOXX
1.33%
0.37%
2.30%
4.98%
N/A
N/A
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BILZ vs. BOXX - Expense Ratio Comparison
BILZ has a 0.14% expense ratio, which is lower than BOXX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BILZ vs. BOXX — Risk-Adjusted Performance Rank
BILZ
BOXX
BILZ vs. BOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) and Alpha Architect 1-3 Month Box ETF (BOXX). 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
BILZ vs. BOXX - Dividend Comparison
BILZ's dividend yield for the trailing twelve months is around 4.68%, more than BOXX's 0.26% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 4.68% | 4.95% | 2.23% |
BOXX Alpha Architect 1-3 Month Box ETF | 0.26% | 0.26% | 0.00% |
Drawdowns
BILZ vs. BOXX - Drawdown Comparison
The maximum BILZ drawdown since its inception was -0.52%, which is greater than BOXX's maximum drawdown of -0.12%. Use the drawdown chart below to compare losses from any high point for BILZ and BOXX. For additional features, visit the drawdowns tool.
Volatility
BILZ vs. BOXX - Volatility Comparison
The current volatility for PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) is 0.08%, while Alpha Architect 1-3 Month Box ETF (BOXX) has a volatility of 0.11%. This indicates that BILZ experiences smaller price fluctuations and is considered to be less risky than BOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.