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BOXX vs MGV

Comparison between ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX, ETF) and VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF).

BOXX vs MGV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BOXX
$13B
Winner
MGV
$13B
Expense Ratio
BOXX
0.19%
Winner
MGV
0.05%
Max Drawdown
Winner
BOXX
0.26%
MGV
57.07%
Sharpe Ratio
BOXX
0.65
Winner
MGV
2.10
5Y Beta
Winner
BOXX
0.00
MGV
0.64
P/E Ratio
BOXX
N/A
MGV
22.42
Forward P/E
BOXX
N/A
MGV
16.95
PEG Ratio
BOXX
N/A
MGV
0.29
5Y Dividends CAGR
BOXX
N/A
MGV
11.63%
5Y EPS CAGR
BOXX
N/A
MGV
13.74%
Debt to Equity
BOXX
N/A
MGV
-11.89%
P/S Ratio
BOXX
N/A
MGV
2.73
P/B Ratio
BOXX
N/A
MGV
3.96

BOXX vs MGV - Historical Returns

Returns include dividend reinvestment.

1M
BOXX
+0.39%
Winner
MGV
+3.42%
3M
BOXX
+1.01%
Winner
MGV
+8.48%
6M
BOXX
+1.91%
Winner
MGV
+11.04%
1Y
BOXX
+4.09%
Winner
MGV
+28.57%
5Y(CAGR)
BOXX
N/A
MGV
+13.17%
10Y(CAGR)
BOXX
N/A
MGV
+13.04%
Max(CAGR)
BOXX
+4.70%
Winner
MGV
+9.47%

BOXX vs MGV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBOXXMGV
2026+2.46%+19.25%
2025+4.32%+15.69%
2024+5.20%+16.14%
2023+5.03%+9.44%
2022+0.07%-1.69%
2021N/A+27.43%
2020N/A+1.87%
2019N/A+25.48%
2018N/A-4.44%
2017N/A+16.00%
2016N/A+18.26%
2015N/A-0.17%
2014N/A+13.94%
2013N/A+28.83%
2012N/A+13.14%
2011N/A+0.18%
2010N/A+11.13%
2009N/A+12.92%
2008N/A-34.86%
2007N/A-0.46%

BOXX vs MGV Drawdown Comparison

The maximum drawdown for BOXX was -0.12%, occurring on Sep 22, 2023. Recovery took 2 trading sessions.

The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.

The current MGV drawdown is -0.40%.

RankBOXXMGV
#1-0.12%
Sep 21, 2023 - Sep 25, 2023
-55.86%
Dec 27, 2007 - Oct 18, 2012
#2-0.11%
Nov 29, 2024 - Dec 5, 2024
-35.41%
Jan 17, 2020 - Dec 4, 2020
#3-0.07%
Mar 31, 2026 - Apr 10, 2026
-16.63%
Sep 21, 2018 - Apr 23, 2019
#4-0.04%
Mar 7, 2023 - Mar 9, 2023
-16.55%
Apr 20, 2022 - Jul 20, 2023
#5-0.04%
Dec 29, 2023 - Jan 4, 2024
-13.18%
Feb 19, 2025 - Jul 1, 2025
#6-0.04%
Jan 30, 2024 - Feb 1, 2024
-12.88%
May 21, 2015 - Apr 18, 2016
#7-0.04%
Jun 25, 2024 - Jun 28, 2024
-11.02%
Jan 26, 2018 - Sep 14, 2018
#8-0.04%
Apr 4, 2025 - Apr 9, 2025
-9.07%
Jul 24, 2023 - Dec 13, 2023
#9-0.03%
May 18, 2023 - May 22, 2023
-7.73%
Oct 18, 2012 - Jan 2, 2013
#10-0.03%
Jun 26, 2026 - Jul 1, 2026
-7.68%
Sep 19, 2014 - Nov 6, 2014
#11-0.03%
Feb 6, 2024 - Feb 8, 2024
-7.06%
Nov 29, 2024 - Feb 19, 2025
#12-0.03%
Aug 4, 2023 - Aug 9, 2023
-6.71%
Jan 11, 2022 - Mar 29, 2022
#13-0.03%
Oct 6, 2023 - Oct 11, 2023
-6.55%
Jul 29, 2019 - Oct 22, 2019
#14-0.03%
Dec 1, 2023 - Dec 6, 2023
-6.41%
Feb 11, 2026 - Apr 30, 2026
#15-0.03%
Dec 12, 2023 - Dec 14, 2023
-6.00%
Apr 30, 2019 - Jun 20, 2019

Correlation

Correlation between BOXX and MGV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2008 - 2026)

BOXX vs MGV dividend yield comparison.

YearBOXXMGV
20260.00%0.91%
20250.00%2.04%
20240.26%2.31%
20230.00%2.48%
20220.00%2.45%
20210.00%2.17%
20200.00%2.47%
20190.00%2.69%
20180.00%2.65%
20170.00%2.34%
20160.00%2.53%
20150.00%2.59%
20140.00%2.26%
20130.00%2.29%
20120.00%2.80%
20110.00%2.75%
20100.00%2.37%
20090.00%3.01%
20080.00%3.39%

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