BOXX vs SCHR
Comparison between ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).
BOXX vs SCHR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOXX
$13B
SCHR
$13B
Expense Ratio
BOXX
0.19%
Winner
SCHR
0.03%
Max Drawdown
Winner
BOXX
0.26%
SCHR
20.13%
Sharpe Ratio
Winner
BOXX
0.65
SCHR
-0.71
5Y Beta
BOXX
0.00
Winner
SCHR
-0.00
5Y Dividends CAGR
BOXX
N/A
SCHR
23.32%
BOXX vs SCHR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BOXX
+0.39%
SCHR
+0.12%
3M
Winner
BOXX
+1.01%
SCHR
+0.20%
6M
Winner
BOXX
+1.91%
SCHR
-1.50%
1Y
Winner
BOXX
+4.09%
SCHR
+1.70%
5Y(CAGR)
BOXX
N/A
SCHR
-0.14%
10Y(CAGR)
BOXX
N/A
SCHR
+1.12%
Max(CAGR)
Winner
BOXX
+4.70%
SCHR
+1.88%
BOXX vs SCHR - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BOXX | SCHR |
|---|---|---|
| 2026 | +2.46% | -0.48% |
| 2025 | +4.32% | +7.37% |
| 2024 | +5.20% | +1.68% |
| 2023 | +5.03% | +3.85% |
| 2022 | +0.07% | -10.09% |
| 2021 | N/A | -2.67% |
| 2020 | N/A | +7.50% |
| 2019 | N/A | +6.13% |
| 2018 | N/A | +1.46% |
| 2017 | N/A | +1.52% |
| 2016 | N/A | +0.84% |
| 2015 | N/A | +1.40% |
| 2014 | N/A | +4.28% |
| 2013 | N/A | -2.60% |
| 2012 | N/A | +2.67% |
| 2011 | N/A | +10.32% |
| 2010 | N/A | -0.88% |
BOXX vs SCHR Drawdown Comparison
The maximum drawdown for BOXX was -0.12%, occurring on Sep 22, 2023. Recovery took 2 trading sessions.
The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current SCHR drawdown is -2.46%.
| Rank | BOXX | SCHR |
|---|---|---|
| #1 | -0.12% Sep 21, 2023 - Sep 25, 2023 | -16.11% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -0.11% Nov 29, 2024 - Dec 5, 2024 | -5.79% Nov 4, 2010 - Jun 24, 2011 |
| #3 | -0.07% Mar 31, 2026 - Apr 10, 2026 | -5.38% Jul 5, 2016 - Mar 22, 2019 |
| #4 | -0.04% Mar 7, 2023 - Mar 9, 2023 | -5.23% May 1, 2013 - Oct 13, 2014 |
| #5 | -0.04% Dec 29, 2023 - Jan 4, 2024 | -2.68% Feb 2, 2015 - Aug 24, 2015 |
| #6 | -0.04% Jan 30, 2024 - Feb 1, 2024 | -2.56% Jan 31, 2012 - May 4, 2012 |
| #7 | -0.04% Jun 25, 2024 - Jun 28, 2024 | -2.48% Sep 22, 2011 - Dec 16, 2011 |
| #8 | -0.04% Apr 4, 2025 - Apr 9, 2025 | -2.26% Sep 4, 2019 - Jan 27, 2020 |
| #9 | -0.03% May 18, 2023 - May 22, 2023 | -2.21% Mar 9, 2020 - Mar 23, 2020 |
| #10 | -0.03% Jun 26, 2026 - Jul 1, 2026 | -2.14% Oct 14, 2015 - Jan 20, 2016 |
| #11 | -0.03% Feb 6, 2024 - Feb 8, 2024 | -1.89% Jun 24, 2011 - Jul 13, 2011 |
| #12 | -0.03% Aug 4, 2023 - Aug 9, 2023 | -1.73% Feb 11, 2016 - Apr 7, 2016 |
| #13 | -0.03% Oct 6, 2023 - Oct 11, 2023 | -1.56% Jul 24, 2012 - Dec 5, 2012 |
| #14 | -0.03% Dec 1, 2023 - Dec 6, 2023 | -1.44% Dec 6, 2012 - Apr 4, 2013 |
| #15 | -0.03% Dec 12, 2023 - Dec 14, 2023 | -1.43% Aug 31, 2010 - Sep 22, 2010 |
Correlation
Correlation between BOXX and SCHR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2010 - 2026)
BOXX vs SCHR dividend yield comparison.
| Year | BOXX | SCHR |
|---|---|---|
| 2026 | 0.00% | 2.35% |
| 2025 | 0.00% | 3.85% |
| 2024 | 0.26% | 3.77% |
| 2023 | 0.00% | 3.16% |
| 2022 | 0.00% | 2.02% |
| 2021 | 0.00% | 1.00% |
| 2020 | 0.00% | 1.62% |
| 2019 | 0.00% | 2.31% |
| 2018 | 0.00% | 2.11% |
| 2017 | 0.00% | 1.65% |
| 2016 | 0.00% | 1.46% |
| 2015 | 0.00% | 1.56% |
| 2014 | 0.00% | 1.44% |
| 2013 | 0.00% | 1.07% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 1.53% |
| 2010 | 0.00% | 0.57% |
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