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BOXA vs. BND
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BOXA vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alpha Architect Aggregate Bond ETF (BOXA) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BOXA achieves a 0.22% return, which is significantly lower than BND's 0.49% return.


BOXA

1D
0.31%
1M
0.90%
YTD
0.22%
6M
0.10%
1Y
3.17%
3Y*
5Y*
10Y*

BND

1D
0.11%
1M
0.64%
YTD
0.49%
6M
0.57%
1Y
4.23%
3Y*
3.96%
5Y*
0.05%
10Y*
1.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BOXA vs. BND - Yearly Performance Comparison


2026 (YTD)20252024
BOXA
Alpha Architect Aggregate Bond ETF
0.22%5.41%0.02%
BND
Vanguard Total Bond Market ETF
0.49%7.08%-0.85%

Correlation

The correlation between BOXA and BND is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Dec 18, 2024

0.95

The correlation between BOXA and BND has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.

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Return for Risk

BOXA vs. BND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BOXA
BOXA Risk / Return Rank: 2323
Overall Rank
BOXA Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
BOXA Sortino Ratio Rank: 2424
Sortino Ratio Rank
BOXA Omega Ratio Rank: 2222
Omega Ratio Rank
BOXA Calmar Ratio Rank: 2222
Calmar Ratio Rank
BOXA Martin Ratio Rank: 2323
Martin Ratio Rank

BND
BND Risk / Return Rank: 3232
Overall Rank
BND Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
BND Sortino Ratio Rank: 3333
Sortino Ratio Rank
BND Omega Ratio Rank: 3030
Omega Ratio Rank
BND Calmar Ratio Rank: 3333
Calmar Ratio Rank
BND Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BOXA vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alpha Architect Aggregate Bond ETF (BOXA) and Vanguard Total Bond Market ETF (BND). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BOXABNDDifference
Sharpe ratioReturn per unit of total volatility

-0.27

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

1.15

1.20

-0.05

Calmar ratioReturn relative to maximum drawdown

0.99

1.59

-0.60

Martin ratioReturn relative to average drawdown

2.81

4.52

-1.71

BOXA vs. BND - Sharpe Ratio Comparison

The current BOXA Sharpe Ratio is 0.86, which is comparable to the BND Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of BOXA and BND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BOXA vs. BND - Drawdown Comparison

The maximum BOXA drawdown since its inception was -3.22%, smaller than the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for BOXA and BND.


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Drawdown Indicators


BOXABNDDifference

Max Drawdown

Largest peak-to-trough decline

-3.22%

-18.58%

+15.36%

Max Drawdown (1Y)

Largest decline over 1 year

-3.22%

-2.68%

-0.54%

Max Drawdown (3Y)

Largest decline over 3 years

-5.92%

Max Drawdown (5Y)

Largest decline over 5 years

-17.91%

Max Drawdown (10Y)

Largest decline over 10 years

-18.58%

Current Drawdown

Current decline from peak

-1.64%

-2.15%

+0.51%

Average Drawdown

Average peak-to-trough decline

-0.79%

-3.06%

+2.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.13%

0.94%

+0.19%

Volatility

BOXA vs. BND - Volatility Comparison

The current volatility for Alpha Architect Aggregate Bond ETF (BOXA) is 0.98%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.08%. This indicates that BOXA experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BOXABNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.98%

1.08%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

2.68%

2.77%

-0.09%

Volatility (1Y)

Calculated over the trailing 1-year period

3.69%

3.74%

-0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.13%

6.03%

-1.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.13%

5.53%

-1.40%

BOXA vs. BND - Expense Ratio Comparison

BOXA has a 0.23% expense ratio, which is higher than BND's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

BOXA vs. BND - Dividend Comparison

BOXA's dividend yield for the trailing twelve months is around 0.13%, less than BND's 3.96% yield.


PositionTTM20252024202320222021202020192018201720162015
BND
Vanguard Total Bond Market ETF
3.96%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%
BOXA
Alpha Architect Aggregate Bond ETF
0.13%0.13%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.94, BOXA and BND move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

BND has higher volatility (1.08%) compared to BOXA (0.98%). In terms of maximum drawdown, BOXA dropped -3.22% vs BND's -18.58%.

On 1-year performance, BND leads with 4.23% vs 3.17% for BOXA. On fees, BND is cheaper at 0.03% per year. On volatility, BOXA has been the lower-risk option at 0.98%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BND has performed better with a 4.23% return vs 3.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BND is cheaper with a 0.03% expense ratio, compared with 0.23% for BOXA.

BND has the higher dividend yield at 3.96%, compared with 0.13% for BOXA.

BOXA is categorized as Intermediate Core Bond, while BND is Total Bond Market. They also come from different issuers: Alpha Architect and Vanguard. Their fees differ too: 0.23% for BOXA and 0.03% for BND.

BND currently has the higher Sharpe Ratio (1.14 vs 0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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