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BOXX vs. TFLO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BOXX vs. TFLO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alpha Architect 1-3 Month Box ETF (BOXX) and iShares Treasury Floating Rate Bond ETF (TFLO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with BOXX having a 1.75% return and TFLO slightly higher at 1.83%.


BOXX

1D
0.04%
1M
0.23%
YTD
1.75%
6M
1.87%
1Y
4.00%
3Y*
4.72%
5Y*
10Y*

TFLO

1D
0.04%
1M
0.33%
YTD
1.83%
6M
1.91%
1Y
3.97%
3Y*
4.72%
5Y*
3.69%
10Y*
2.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BOXX vs. TFLO - Yearly Performance Comparison


2026 (YTD)2025202420232022
BOXX
Alpha Architect 1-3 Month Box ETF
1.75%4.37%5.16%5.04%0.07%
TFLO
iShares Treasury Floating Rate Bond ETF
1.83%4.22%5.34%5.12%0.10%

Correlation

The correlation between BOXX and TFLO is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Dec 28, 2022

0.22

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Return for Risk

BOXX vs. TFLO — Risk / Return Rank

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

BOXX
BOXX Risk / Return Rank: 100100
Overall Rank
BOXX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BOXX Sortino Ratio Rank: 9999
Sortino Ratio Rank
BOXX Omega Ratio Rank: 9999
Omega Ratio Rank
BOXX Calmar Ratio Rank: 100100
Calmar Ratio Rank
BOXX Martin Ratio Rank: 100100
Martin Ratio Rank

TFLO
TFLO Risk / Return Rank: 100100
Overall Rank
TFLO Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
TFLO Sortino Ratio Rank: 100100
Sortino Ratio Rank
TFLO Omega Ratio Rank: 100100
Omega Ratio Rank
TFLO Calmar Ratio Rank: 100100
Calmar Ratio Rank
TFLO Martin Ratio Rank: 100100
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.

BOXX vs. TFLO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alpha Architect 1-3 Month Box ETF (BOXX) and iShares Treasury Floating Rate Bond ETF (TFLO). 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.


BOXXTFLODifference
Sharpe ratioReturn per unit of total volatility

-1.51

Sortino ratioReturn per unit of downside risk

-14.01

Omega ratioGain probability vs. loss probability

8.74

13.14

-4.40

Calmar ratioReturn relative to maximum drawdown

58.32

201.22

-142.91

Martin ratioReturn relative to average drawdown

497.74

823.20

-325.46

BOXX vs. TFLO - Sharpe Ratio Comparison

The current BOXX Sharpe Ratio is 12.45, which is comparable to the TFLO Sharpe Ratio of 13.95. The chart below compares the historical Sharpe Ratios of BOXX and TFLO, 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

BOXX vs. TFLO - Drawdown Comparison

The maximum BOXX drawdown since its inception was -0.12%, smaller than the maximum TFLO drawdown of -5.01%. Use the drawdown chart below to compare losses from any high point for BOXX and TFLO.


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Drawdown Indicators


BOXXTFLODifference

Max Drawdown

Largest peak-to-trough decline

-0.12%

-5.01%

+4.89%

Max Drawdown (1Y)

Largest decline over 1 year

-0.07%

-0.02%

-0.05%

Max Drawdown (3Y)

Largest decline over 3 years

-0.12%

-0.04%

-0.08%

Max Drawdown (5Y)

Largest decline over 5 years

-0.13%

Max Drawdown (10Y)

Largest decline over 10 years

-0.16%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-0.00%

-0.10%

+0.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.01%

0.00%

+0.01%

Volatility

BOXX vs. TFLO - Volatility Comparison

Alpha Architect 1-3 Month Box ETF (BOXX) has a higher volatility of 0.10% compared to iShares Treasury Floating Rate Bond ETF (TFLO) at 0.09%. This indicates that BOXX's price experiences larger fluctuations and is considered to be riskier than TFLO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BOXXTFLODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.10%

0.09%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

0.26%

0.20%

+0.06%

Volatility (1Y)

Calculated over the trailing 1-year period

0.32%

0.29%

+0.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.37%

0.36%

+0.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.37%

0.46%

-0.09%

BOXX vs. TFLO - Expense Ratio Comparison

BOXX has a 0.19% expense ratio, which is higher than TFLO's 0.15% 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

BOXX vs. TFLO - Dividend Comparison

BOXX has not paid dividends to shareholders, while TFLO's dividend yield for the trailing twelve months is around 3.89%.


PositionTTM20252024202320222021202020192018201720162015
BOXX
Alpha Architect 1-3 Month Box ETF
0.00%0.00%0.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TFLO
iShares Treasury Floating Rate Bond ETF
3.89%4.16%5.21%4.88%1.68%0.00%0.36%2.08%1.65%0.86%0.31%0.15%

Frequently Asked Questions


BOXX and TFLO have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BOXX has higher volatility (0.10%) compared to TFLO (0.09%). In terms of maximum drawdown, BOXX dropped -0.12% vs TFLO's -5.01%.

On 3-year performance, TFLO leads with 4.72% vs 4.72% for BOXX. On fees, TFLO is cheaper at 0.15% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, TFLO has performed better with a 4.72% return vs 4.72%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TFLO is cheaper with a 0.15% expense ratio, compared with 0.19% for BOXX.

TFLO has the higher dividend yield at 3.89%, compared with 0.00% for BOXX.

BOXX is categorized as Ultrashort Bond, while TFLO is Government Bonds. BOXX tracks Solactive 1-3 Month US T-Bill Index, while TFLO tracks Bloomberg U.S. Treasury Floating Rate Index. They also come from different issuers: Alpha Architect and iShares. Their fees differ too: 0.19% for BOXX and 0.15% for TFLO.

TFLO currently has the higher Sharpe Ratio (13.95 vs 12.45), 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

Find the right allocation for BOXX and TFLO

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