BOXA vs JULH
Comparison between ALPHA ARCHITECT AGGREGATE BOND ETF (BOXA, ETF) and Innovator Premium Income 20 Barrier ETF - July (JULH, ETF).
BOXA vs JULH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOXA
$17M
JULH
$17M
Expense Ratio
Winner
BOXA
0.23%
JULH
0.79%
Max Drawdown
Winner
BOXA
3.22%
JULH
7.52%
Sharpe Ratio
BOXA
-0.03
Winner
JULH
0.46
5Y Beta
Winner
BOXA
0.03
JULH
0.26
BOXA vs JULH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BOXA
+0.39%
JULH
+0.34%
3M
BOXA
-0.03%
Winner
JULH
+2.00%
6M
BOXA
+0.37%
Winner
JULH
+1.18%
1Y
BOXA
+3.04%
Winner
JULH
+5.09%
Max(CAGR)
BOXA
+3.73%
Winner
JULH
+6.51%
BOXA vs JULH - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BOXA | JULH |
|---|---|---|
| 2026 | +0.14% | +2.27% |
| 2025 | +5.41% | +5.42% |
| 2024 | +0.02% | +7.03% |
| 2023 | N/A | +4.43% |
BOXA vs JULH Drawdown Comparison
The maximum drawdown for BOXA was -3.22%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for JULH was -5.51%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.
The current BOXA drawdown is -1.72%.
| Rank | BOXA | JULH |
|---|---|---|
| #1 | -3.22% Feb 27, 2026 - May 19, 2026 | -5.51% Mar 24, 2025 - Apr 25, 2025 |
| #2 | -2.26% Apr 4, 2025 - Jun 26, 2025 | -2.76% Jul 16, 2024 - Aug 14, 2024 |
| #3 | -1.23% Jun 30, 2025 - Aug 1, 2025 | -1.77% Sep 14, 2023 - Nov 2, 2023 |
| #4 | -1.16% Dec 20, 2024 - Jan 21, 2025 | -1.72% Dec 30, 2025 - Apr 24, 2026 |
| #5 | -1.04% Oct 22, 2025 - Nov 26, 2025 | -1.17% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -1.03% Mar 3, 2025 - Apr 1, 2025 | -0.93% Nov 11, 2025 - Nov 26, 2025 |
| #7 | -0.95% Feb 5, 2025 - Feb 21, 2025 | -0.76% Aug 1, 2023 - Aug 29, 2023 |
| #8 | -0.81% Sep 15, 2025 - Oct 13, 2025 | -0.71% Feb 19, 2025 - Mar 19, 2025 |
| #9 | -0.77% Nov 26, 2025 - Feb 5, 2026 | -0.64% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -0.52% Aug 13, 2025 - Aug 26, 2025 | -0.62% Dec 4, 2024 - Dec 24, 2024 |
| #11 | -0.43% Sep 8, 2025 - Sep 11, 2025 | -0.49% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.38% Aug 28, 2025 - Sep 4, 2025 | -0.40% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -0.33% Jan 21, 2025 - Jan 27, 2025 | -0.38% Jul 3, 2023 - Jul 11, 2023 |
| #14 | -0.32% Aug 5, 2025 - Aug 13, 2025 | -0.38% Sep 30, 2024 - Oct 11, 2024 |
| #15 | -0.32% Jun 26, 2025 - Jun 30, 2025 | -0.37% Dec 13, 2023 - Dec 19, 2023 |
Correlation
Correlation between BOXA and JULH is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
BOXA vs JULH dividend yield comparison.
| Year | BOXA | JULH |
|---|---|---|
| 2026 | 0.00% | 1.59% |
| 2025 | 0.13% | 5.31% |
| 2024 | 0.00% | 6.89% |
| 2023 | 0.00% | 3.67% |
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