BOXA vs. IAGG
Compare and contrast key facts about Alpha Architect Aggregate Bond ETF (BOXA) and iShares Core International Aggregate Bond ETF (IAGG).
BOXA and IAGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BOXA is an actively managed fund by Alpha Architect. It was launched on Dec 17, 2024. IAGG is a passively managed fund by iShares that tracks the performance of the Bloomberg Global Aggregate ex USD 10% Issuer Capped (Hedged) Index. It was launched on Nov 10, 2015.
Performance
BOXA vs. IAGG - Performance Comparison
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BOXA vs. IAGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BOXA Alpha Architect Aggregate Bond ETF | -0.12% | 5.41% | 0.02% |
IAGG iShares Core International Aggregate Bond ETF | 0.27% | 3.26% | 0.10% |
Returns By Period
In the year-to-date period, BOXA achieves a -0.12% return, which is significantly lower than IAGG's 0.27% return.
BOXA
- 1D
- 0.21%
- 1M
- -1.98%
- YTD
- -0.12%
- 6M
- 0.69%
- 1Y
- 3.10%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IAGG
- 1D
- 0.46%
- 1M
- -1.61%
- YTD
- 0.27%
- 6M
- 0.89%
- 1Y
- 3.40%
- 3Y*
- 4.48%
- 5Y*
- 0.97%
- 10Y*
- 2.23%
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BOXA vs. IAGG - Expense Ratio Comparison
BOXA has a 0.23% expense ratio, which is higher than IAGG's 0.07% 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%.
Return for Risk
BOXA vs. IAGG — Risk / Return Rank
BOXA
IAGG
BOXA vs. IAGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alpha Architect Aggregate Bond ETF (BOXA) and iShares Core International Aggregate Bond ETF (IAGG). 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.
| BOXA | IAGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.30 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.84 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.47 | -0.34 |
Martin ratioReturn relative to average drawdown | 3.61 | 6.38 | -2.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BOXA | IAGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.30 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.22 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.61 | +0.39 |
Correlation
The correlation between BOXA and IAGG is 0.71, 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.
Dividends
BOXA vs. IAGG - Dividend Comparison
BOXA's dividend yield for the trailing twelve months is around 0.13%, less than IAGG's 3.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IAGG iShares Core International Aggregate Bond ETF | 3.29% | 3.08% | 4.28% | 3.55% | 2.27% | 1.16% | 1.95% | 2.82% | 3.02% | 1.74% | 1.56% | 0.13% |
Drawdowns
BOXA vs. IAGG - Drawdown Comparison
The maximum BOXA drawdown since its inception was -2.87%, smaller than the maximum IAGG drawdown of -13.88%. Use the drawdown chart below to compare losses from any high point for BOXA and IAGG.
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Drawdown Indicators
| BOXA | IAGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.87% | -13.88% | +11.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -2.32% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.88% | — |
Current DrawdownCurrent decline from peak | -1.98% | -1.61% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -0.59% | -2.87% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.54% | +0.36% |
Volatility
BOXA vs. IAGG - Volatility Comparison
Alpha Architect Aggregate Bond ETF (BOXA) has a higher volatility of 1.55% compared to iShares Core International Aggregate Bond ETF (IAGG) at 1.47%. This indicates that BOXA's price experiences larger fluctuations and is considered to be riskier than IAGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOXA | IAGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 1.47% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 1.91% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 2.62% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.18% | 4.47% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 4.03% | +0.15% |