BOXX vs SCZ
Comparison between ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).
BOXX vs SCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BOXX
$13B
SCZ
$13B
Expense Ratio
Winner
BOXX
0.19%
SCZ
0.40%
Max Drawdown
Winner
BOXX
0.26%
SCZ
62.65%
Sharpe Ratio
BOXX
0.65
Winner
SCZ
0.95
5Y Beta
Winner
BOXX
0.00
SCZ
0.66
5Y Dividends CAGR
BOXX
N/A
SCZ
16.32%
BOXX vs SCZ - Historical Returns
Returns include dividend reinvestment.
1M
BOXX
+0.39%
Winner
SCZ
+4.46%
3M
BOXX
+1.01%
Winner
SCZ
+3.17%
6M
BOXX
+1.91%
Winner
SCZ
+2.92%
1Y
BOXX
+4.09%
Winner
SCZ
+19.17%
5Y(CAGR)
BOXX
N/A
SCZ
+6.06%
10Y(CAGR)
BOXX
N/A
SCZ
+8.33%
Max(CAGR)
BOXX
+4.70%
Winner
SCZ
+5.68%
BOXX vs SCZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BOXX | SCZ |
|---|---|---|
| 2026 | +2.46% | +12.26% |
| 2025 | +4.32% | +32.40% |
| 2024 | +5.20% | +2.77% |
| 2023 | +5.03% | +12.31% |
| 2022 | +0.07% | -21.61% |
| 2021 | N/A | +9.90% |
| 2020 | N/A | +10.70% |
| 2019 | N/A | +24.72% |
| 2018 | N/A | -18.18% |
| 2017 | N/A | +31.99% |
| 2016 | N/A | +3.60% |
| 2015 | N/A | +9.15% |
| 2014 | N/A | -4.99% |
| 2013 | N/A | +26.25% |
| 2012 | N/A | +17.53% |
| 2011 | N/A | -16.00% |
| 2010 | N/A | +18.39% |
| 2009 | N/A | +41.36% |
| 2008 | N/A | -47.82% |
| 2007 | N/A | -0.31% |
BOXX vs SCZ Drawdown Comparison
The maximum drawdown for BOXX was -0.12%, occurring on Sep 22, 2023. Recovery took 2 trading sessions.
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The current SCZ drawdown is -0.62%.
| Rank | BOXX | SCZ |
|---|---|---|
| #1 | -0.12% Sep 21, 2023 - Sep 25, 2023 | -61.87% Dec 13, 2007 - Apr 24, 2013 |
| #2 | -0.11% Nov 29, 2024 - Dec 5, 2024 | -41.07% Jan 26, 2018 - Nov 23, 2020 |
| #3 | -0.07% Mar 31, 2026 - Apr 10, 2026 | -36.83% Sep 3, 2021 - Jun 2, 2025 |
| #4 | -0.04% Mar 7, 2023 - Mar 9, 2023 | -17.42% May 15, 2015 - Sep 6, 2016 |
| #5 | -0.04% Dec 29, 2023 - Jan 4, 2024 | -16.12% Jul 3, 2014 - May 13, 2015 |
| #6 | -0.04% Jan 30, 2024 - Feb 1, 2024 | -11.43% Feb 27, 2026 - May 8, 2026 |
| #7 | -0.04% Jun 25, 2024 - Jun 28, 2024 | -10.32% May 8, 2013 - Aug 5, 2013 |
| #8 | -0.04% Apr 4, 2025 - Apr 9, 2025 | -6.64% Sep 28, 2016 - Feb 1, 2017 |
| #9 | -0.03% May 18, 2023 - May 22, 2023 | -6.18% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -0.03% Jun 26, 2026 - Jul 1, 2026 | -5.77% Oct 27, 2025 - Dec 11, 2025 |
| #11 | -0.03% Feb 6, 2024 - Feb 8, 2024 | -5.67% Jun 14, 2021 - Aug 13, 2021 |
| #12 | -0.03% Aug 4, 2023 - Aug 9, 2023 | -4.87% Mar 6, 2014 - Jun 6, 2014 |
| #13 | -0.03% Oct 6, 2023 - Oct 11, 2023 | -4.39% May 29, 2026 - Aug 4, 2026 |
| #14 | -0.03% Dec 1, 2023 - Dec 6, 2023 | -4.34% May 7, 2021 - Jun 1, 2021 |
| #15 | -0.03% Dec 12, 2023 - Dec 14, 2023 | -4.09% Aug 13, 2013 - Sep 9, 2013 |
Correlation
Correlation between BOXX and SCZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
BOXX vs SCZ dividend yield comparison.
| Year | BOXX | SCZ |
|---|---|---|
| 2026 | 0.00% | 1.35% |
| 2025 | 0.00% | 3.30% |
| 2024 | 0.26% | 3.50% |
| 2023 | 0.00% | 2.96% |
| 2022 | 0.00% | 1.99% |
| 2021 | 0.00% | 2.96% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 3.52% |
| 2018 | 0.00% | 2.79% |
| 2017 | 0.00% | 2.38% |
| 2016 | 0.00% | 2.82% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 2.61% |
| 2013 | 0.00% | 2.39% |
| 2012 | 0.00% | 3.26% |
| 2011 | 0.00% | 3.28% |
| 2010 | 0.00% | 2.84% |
| 2009 | 0.00% | 2.28% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 0.08% |
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