DFIP vs. BOXX
Compare and contrast key facts about Dimensional Inflation-Protected Securities ETF (DFIP) and Alpha Architect 1-3 Month Box ETF (BOXX).
DFIP and BOXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFIP is an actively managed fund by Dimensional. It was launched on Nov 15, 2021. BOXX is an actively managed fund by Alpha Architect. It was launched on Dec 27, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIP or BOXX.
Correlation
The correlation between DFIP and BOXX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DFIP vs. BOXX - Performance Comparison
Key characteristics
DFIP:
1.54
BOXX:
14.03
DFIP:
2.19
BOXX:
38.64
DFIP:
1.28
BOXX:
12.13
DFIP:
0.67
BOXX:
46.21
DFIP:
4.30
BOXX:
586.60
DFIP:
1.74%
BOXX:
0.01%
DFIP:
4.87%
BOXX:
0.36%
DFIP:
-14.96%
BOXX:
-0.12%
DFIP:
-4.19%
BOXX:
0.00%
Returns By Period
In the year-to-date period, DFIP achieves a 4.07% return, which is significantly higher than BOXX's 1.44% return.
DFIP
4.07%
0.72%
2.83%
7.91%
N/A
N/A
BOXX
1.44%
0.43%
2.33%
4.98%
N/A
N/A
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DFIP vs. BOXX - Expense Ratio Comparison
DFIP has a 0.11% expense ratio, which is lower than BOXX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFIP vs. BOXX — Risk-Adjusted Performance Rank
DFIP
BOXX
DFIP vs. BOXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Inflation-Protected Securities ETF (DFIP) and Alpha Architect 1-3 Month Box ETF (BOXX). 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.
Dividends
DFIP vs. BOXX - Dividend Comparison
DFIP's dividend yield for the trailing twelve months is around 4.19%, more than BOXX's 0.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
DFIP Dimensional Inflation-Protected Securities ETF | 4.19% | 3.69% | 3.68% | 5.97% | 0.56% |
BOXX Alpha Architect 1-3 Month Box ETF | 0.26% | 0.26% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFIP vs. BOXX - Drawdown Comparison
The maximum DFIP drawdown since its inception was -14.96%, which is greater than BOXX's maximum drawdown of -0.12%. Use the drawdown chart below to compare losses from any high point for DFIP and BOXX. For additional features, visit the drawdowns tool.
Volatility
DFIP vs. BOXX - Volatility Comparison
Dimensional Inflation-Protected Securities ETF (DFIP) has a higher volatility of 2.36% compared to Alpha Architect 1-3 Month Box ETF (BOXX) at 0.11%. This indicates that DFIP's price experiences larger fluctuations and is considered to be riskier than BOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.