BOXA vs. IUSB
Compare and contrast key facts about Alpha Architect Aggregate Bond ETF (BOXA) and iShares Core Universal USD Bond ETF (IUSB).
BOXA and IUSB 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. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014.
Performance
BOXA vs. IUSB - Performance Comparison
Loading graphics...
BOXA vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BOXA Alpha Architect Aggregate Bond ETF | -0.12% | 5.41% | 0.02% |
IUSB iShares Core Universal USD Bond ETF | -0.07% | 7.38% | 0.02% |
Returns By Period
In the year-to-date period, BOXA achieves a -0.12% return, which is significantly lower than IUSB's -0.07% return.
BOXA
- 1D
- 0.21%
- 1M
- -1.98%
- YTD
- -0.12%
- 6M
- 0.69%
- 1Y
- 3.10%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSB
- 1D
- 0.20%
- 1M
- -1.81%
- YTD
- -0.07%
- 6M
- 0.97%
- 1Y
- 4.55%
- 3Y*
- 4.07%
- 5Y*
- 0.53%
- 10Y*
- 2.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BOXA vs. IUSB - Expense Ratio Comparison
BOXA has a 0.23% expense ratio, which is higher than IUSB's 0.06% 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. IUSB — Risk / Return Rank
BOXA
IUSB
BOXA vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alpha Architect Aggregate Bond ETF (BOXA) and iShares Core Universal USD Bond ETF (IUSB). 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 | IUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.11 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.56 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.92 | -0.79 |
Martin ratioReturn relative to average drawdown | 3.61 | 5.96 | -2.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BOXA | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.11 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.46 | +0.54 |
Correlation
The correlation between BOXA and IUSB is 0.95, 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. IUSB - Dividend Comparison
BOXA's dividend yield for the trailing twelve months is around 0.13%, less than IUSB's 4.23% 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% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Drawdowns
BOXA vs. IUSB - Drawdown Comparison
The maximum BOXA drawdown since its inception was -2.87%, smaller than the maximum IUSB drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for BOXA and IUSB.
Loading graphics...
Drawdown Indicators
| BOXA | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.87% | -17.90% | +15.03% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -2.49% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.87% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -1.98% | -1.81% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -0.59% | -3.62% | +3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.80% | +0.10% |
Volatility
BOXA vs. IUSB - Volatility Comparison
Alpha Architect Aggregate Bond ETF (BOXA) and iShares Core Universal USD Bond ETF (IUSB) have volatilities of 1.55% and 1.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BOXA | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 1.62% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 2.41% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 4.13% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.18% | 5.77% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 5.03% | -0.85% |