BOXX vs SCHO
Comparison between ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX, ETF) and SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF).
BOXX vs SCHO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOXX
$13B
Winner
SCHO
$13B
Expense Ratio
BOXX
0.19%
Winner
SCHO
0.03%
Max Drawdown
Winner
BOXX
0.26%
SCHO
7.87%
Sharpe Ratio
Winner
BOXX
0.69
SCHO
-0.61
5Y Beta
BOXX
0.00
Winner
SCHO
-0.01
5Y Dividends CAGR
BOXX
N/A
SCHO
36.77%
BOXX vs SCHO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BOXX
+0.36%
SCHO
+0.20%
3M
Winner
BOXX
+0.90%
SCHO
+0.16%
6M
Winner
BOXX
+1.83%
SCHO
+0.62%
1Y
Winner
BOXX
+4.06%
SCHO
+2.88%
5Y(CAGR)
BOXX
N/A
SCHO
+1.85%
10Y(CAGR)
BOXX
N/A
SCHO
+1.70%
Max(CAGR)
Winner
BOXX
+4.70%
SCHO
+1.34%
BOXX vs SCHO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BOXX | SCHO |
|---|---|---|
| 2026 | +2.06% | +0.66% |
| 2025 | +4.32% | +5.14% |
| 2024 | +5.20% | +3.78% |
| 2023 | +5.03% | +4.20% |
| 2022 | +0.07% | -3.76% |
| 2021 | N/A | -0.66% |
| 2020 | N/A | +3.11% |
| 2019 | N/A | +3.49% |
| 2018 | N/A | +1.36% |
| 2017 | N/A | +0.35% |
| 2016 | N/A | +0.68% |
| 2015 | N/A | +0.43% |
| 2014 | N/A | +0.61% |
| 2013 | N/A | +0.35% |
| 2012 | N/A | +0.31% |
| 2011 | N/A | +1.43% |
| 2010 | N/A | +0.15% |
BOXX vs SCHO Drawdown Comparison
The maximum drawdown for BOXX was -0.12%, occurring on Sep 22, 2023. Recovery took 2 trading sessions.
The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.
The current SCHO drawdown is -0.17%.
| Rank | BOXX | SCHO |
|---|---|---|
| #1 | -0.12% Sep 21, 2023 - Sep 25, 2023 | -5.69% Aug 3, 2021 - May 15, 2024 |
| #2 | -0.11% Nov 29, 2024 - Dec 5, 2024 | -1.07% Sep 7, 2017 - Nov 19, 2018 |
| #3 | -0.07% Mar 31, 2026 - Apr 10, 2026 | -0.98% Sep 24, 2024 - Jan 24, 2025 |
| #4 | -0.04% Mar 7, 2023 - Mar 9, 2023 | -0.94% Jul 5, 2016 - Aug 1, 2017 |
| #5 | -0.04% Dec 29, 2023 - Jan 4, 2024 | -0.86% Feb 27, 2026 - Jun 29, 2026 |
| #6 | -0.04% Jan 30, 2024 - Feb 1, 2024 | -0.78% Nov 1, 2010 - Apr 29, 2011 |
| #7 | -0.04% Jun 25, 2024 - Jun 28, 2024 | -0.70% Oct 14, 2015 - Feb 2, 2016 |
| #8 | -0.04% Apr 4, 2025 - Apr 9, 2025 | -0.69% Sep 4, 2019 - Oct 3, 2019 |
| #9 | -0.03% May 18, 2023 - May 22, 2023 | -0.64% Apr 30, 2025 - Jun 20, 2025 |
| #10 | -0.03% Jun 26, 2026 - Jul 1, 2026 | -0.53% Oct 15, 2014 - Jan 14, 2015 |
| #11 | -0.03% Feb 6, 2024 - Feb 8, 2024 | -0.48% Feb 11, 2016 - Apr 5, 2016 |
| #12 | -0.03% Aug 4, 2023 - Aug 9, 2023 | -0.45% Apr 4, 2025 - Apr 21, 2025 |
| #13 | -0.03% Oct 6, 2023 - Oct 11, 2023 | -0.45% Feb 2, 2015 - Apr 1, 2015 |
| #14 | -0.03% Dec 1, 2023 - Dec 6, 2023 | -0.45% Jan 30, 2012 - May 11, 2012 |
| #15 | -0.03% Dec 12, 2023 - Dec 14, 2023 | -0.42% May 1, 2013 - Sep 25, 2013 |
Correlation
Correlation between BOXX and SCHO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2010 - 2026)
BOXX vs SCHO dividend yield comparison.
| Year | BOXX | SCHO |
|---|---|---|
| 2026 | 0.00% | 1.91% |
| 2025 | 0.00% | 4.06% |
| 2024 | 0.26% | 4.29% |
| 2023 | 0.00% | 3.76% |
| 2022 | 0.00% | 1.34% |
| 2021 | 0.00% | 0.42% |
| 2020 | 0.00% | 1.28% |
| 2019 | 0.00% | 2.27% |
| 2018 | 0.00% | 1.60% |
| 2017 | 0.00% | 1.12% |
| 2016 | 0.00% | 0.82% |
| 2015 | 0.00% | 0.68% |
| 2014 | 0.00% | 0.47% |
| 2013 | 0.00% | 0.29% |
| 2012 | 0.00% | 0.29% |
| 2011 | 0.00% | 0.41% |
| 2010 | 0.00% | 0.13% |
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