BOXX vs. SCHD

In the year-to-date period, BOXX achieves a 1.44% return, which is significantly higher than SCHD's -5.19% return.

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BOXX has a 0.20% expense ratio, which is higher than SCHD'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%.

This table presents a comparison of risk-adjusted performance metrics for Alpha Architect 1-3 Month Box ETF (BOXX) and Schwab US Dividend Equity ETF (SCHD). 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.

The current BOXX Sharpe Ratio is 14.03, which is higher than the SCHD Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of BOXX and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BOXX's dividend yield for the trailing twelve months is around 0.26%, less than SCHD's 4.05% yield.

The maximum BOXX drawdown since its inception was -0.12%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BOXX and SCHD. For additional features, visit the drawdowns tool.

The current volatility for Alpha Architect 1-3 Month Box ETF (BOXX) is 0.11%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.20%. This indicates that BOXX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.