VUSG vs. BOXX
VUSG (Vanguard Wellington U.S. Growth Active ETF) and BOXX (Alpha Architect 1-3 Month Box ETF) are both exchange-traded funds - VUSG is a Large Cap Growth Equities fund actively managed by Vanguard, while BOXX is a Ultrashort Bond fund tracking the Solactive 1-3 Month US T-Bill Index. VUSG is actively managed, while BOXX is passively managed. At a correlation of -0.06, they often move in opposite directions. VUSG charges 0.35%/yr vs 0.19%/yr for BOXX.
Performance
VUSG vs. BOXX - Performance Comparison
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Returns By Period
In the year-to-date period, VUSG achieves a 4.39% return, which is significantly higher than BOXX's 1.72% return.
VUSG
- 1D
- -1.33%
- 1M
- -1.52%
- YTD
- 4.39%
- 6M
- 3.94%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BOXX
- 1D
- 0.02%
- 1M
- 0.18%
- YTD
- 1.72%
- 6M
- 1.87%
- 1Y
- 4.02%
- 3Y*
- 4.71%
- 5Y*
- —
- 10Y*
- —
VUSG vs. BOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VUSG Vanguard Wellington U.S. Growth Active ETF | 4.39% | 2.62% |
BOXX Alpha Architect 1-3 Month Box ETF | 1.72% | 0.59% |
Correlation
The correlation between VUSG and BOXX is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | -0.06 |
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Return for Risk
VUSG vs. BOXX — Risk / Return Rank
VUSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BOXX
VUSG vs. BOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Growth Active ETF (VUSG) 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.
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.
| VUSG | BOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 9.07 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 58.74 | — |
| Martin ratioReturn relative to average drawdown | — | 507.08 | — |
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Drawdowns
VUSG vs. BOXX - Drawdown Comparison
The maximum VUSG drawdown since its inception was -15.14%, which is greater than BOXX's maximum drawdown of -0.12%. Use the drawdown chart below to compare losses from any high point for VUSG and BOXX.
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Drawdown Indicators
| VUSG | BOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.14% | -0.12% | -15.02% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.07% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.12% | — |
Current DrawdownCurrent decline from peak | -5.10% | 0.00% | -5.10% |
Average DrawdownAverage peak-to-trough decline | -3.62% | -0.00% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.01% | — |
Volatility
VUSG vs. BOXX - Volatility Comparison
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Volatility by Period
| VUSG | BOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.12% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.26% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.03% | 0.32% | +19.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 0.37% | +19.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.03% | 0.37% | +19.66% |
VUSG vs. BOXX - Expense Ratio Comparison
VUSG has a 0.35% expense ratio, which is higher than BOXX's 0.19% expense ratio.
Dividends
VUSG vs. BOXX - Dividend Comparison
VUSG's dividend yield for the trailing twelve months is around 0.02%, while BOXX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BOXX Alpha Architect 1-3 Month Box ETF | 0.00% | 0.00% | 0.26% |
VUSG Vanguard Wellington U.S. Growth Active ETF | 0.02% | 0.02% | 0.00% |
Frequently Asked Questions
VUSG and BOXX have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BOXX is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BOXX is cheaper with a 0.19% expense ratio, compared with 0.35% for VUSG.
VUSG has the higher dividend yield at 0.02%, compared with 0.00% for BOXX.
VUSG is categorized as Large Cap Growth Equities, while BOXX is Ultrashort Bond. They also come from different issuers: Vanguard and Alpha Architect. Their fees differ too: 0.35% for VUSG and 0.19% for BOXX.
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