IGV vs BOXX
Comparison between ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF) and ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX, ETF).
IGV vs BOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGV
$13B
BOXX
$13B
Expense Ratio
IGV
0.38%
Winner
BOXX
0.19%
Max Drawdown
IGV
63.45%
Winner
BOXX
0.26%
Sharpe Ratio
IGV
-0.07
Winner
BOXX
0.65
5Y Beta
IGV
1.21
Winner
BOXX
0.00
P/E Ratio
IGV
72.08
BOXX
N/A
Forward P/E
IGV
24.96
BOXX
N/A
5Y Dividends CAGR
IGV
3.86%
BOXX
N/A
5Y EPS CAGR
IGV
26.06%
BOXX
N/A
Debt to Equity
IGV
39.37%
BOXX
N/A
P/S Ratio
IGV
7.95
BOXX
N/A
P/B Ratio
IGV
7.55
BOXX
N/A
IGV vs BOXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGV
+12.58%
BOXX
+0.39%
3M
Winner
IGV
+11.80%
BOXX
+1.01%
6M
Winner
IGV
+27.99%
BOXX
+1.91%
1Y
IGV
-2.43%
Winner
BOXX
+4.09%
5Y(CAGR)
IGV
+4.80%
BOXX
N/A
10Y(CAGR)
IGV
+16.70%
BOXX
N/A
Max(CAGR)
Winner
IGV
+9.73%
BOXX
+4.70%
IGV vs BOXX - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGV | BOXX |
|---|---|---|
| 2026 | +0.75% | +2.46% |
| 2025 | +5.79% | +4.32% |
| 2024 | +26.94% | +5.20% |
| 2023 | +58.23% | +5.03% |
| 2022 | -34.91% | +0.07% |
| 2021 | +14.54% | N/A |
| 2020 | +50.16% | N/A |
| 2019 | +35.03% | N/A |
| 2018 | +11.20% | N/A |
| 2017 | +40.67% | N/A |
| 2016 | +8.07% | N/A |
| 2015 | +12.72% | N/A |
| 2014 | +14.13% | N/A |
| 2013 | +26.84% | N/A |
| 2012 | +15.96% | N/A |
| 2011 | -8.47% | N/A |
| 2010 | +22.65% | N/A |
| 2009 | +41.64% | N/A |
| 2008 | -37.28% | N/A |
| 2007 | +15.64% | N/A |
| 2006 | +9.59% | N/A |
| 2005 | -4.50% | N/A |
| 2004 | +12.93% | N/A |
| 2003 | +43.77% | N/A |
| 2002 | -43.69% | N/A |
| 2001 | -13.15% | N/A |
IGV vs BOXX Drawdown Comparison
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The maximum drawdown for BOXX was -0.12%, occurring on Sep 22, 2023. Recovery took 2 trading sessions.
The current IGV drawdown is -12.23%.
| Rank | IGV | BOXX |
|---|---|---|
| #1 | -63.45% Jul 13, 2001 - Oct 8, 2007 | -0.12% Sep 21, 2023 - Sep 25, 2023 |
| #2 | -49.81% Oct 31, 2007 - Oct 26, 2010 | -0.11% Nov 29, 2024 - Dec 5, 2024 |
| #3 | -45.85% Nov 9, 2021 - Sep 24, 2024 | -0.07% Mar 31, 2026 - Apr 10, 2026 |
| #4 | -36.61% Sep 22, 2025 - Apr 10, 2026 | -0.04% Mar 7, 2023 - Mar 9, 2023 |
| #5 | -30.30% Feb 19, 2020 - May 29, 2020 | -0.04% Dec 29, 2023 - Jan 4, 2024 |
| #6 | -27.17% Dec 6, 2024 - Jul 3, 2025 | -0.04% Jan 30, 2024 - Feb 1, 2024 |
| #7 | -26.30% Jul 7, 2011 - Mar 13, 2012 | -0.04% Jun 25, 2024 - Jun 28, 2024 |
| #8 | -22.44% Sep 14, 2018 - Feb 22, 2019 | -0.04% Apr 4, 2025 - Apr 9, 2025 |
| #9 | -21.51% Dec 1, 2015 - May 27, 2016 | -0.03% May 18, 2023 - May 22, 2023 |
| #10 | -15.31% Feb 12, 2021 - Jun 24, 2021 | -0.03% Jun 26, 2026 - Jul 1, 2026 |
| #11 | -13.64% Apr 2, 2012 - Jan 25, 2013 | -0.03% Feb 6, 2024 - Feb 8, 2024 |
| #12 | -13.00% Aug 17, 2015 - Oct 28, 2015 | -0.03% Aug 4, 2023 - Aug 9, 2023 |
| #13 | -11.55% Mar 5, 2014 - Aug 11, 2014 | -0.03% Oct 6, 2023 - Oct 11, 2023 |
| #14 | -11.41% Sep 2, 2020 - Nov 27, 2020 | -0.03% Dec 1, 2023 - Dec 6, 2023 |
| #15 | -10.78% Jul 26, 2019 - Nov 25, 2019 | -0.03% Dec 12, 2023 - Dec 14, 2023 |
Correlation
Correlation between IGV and BOXX is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2003 - 2026)
IGV vs BOXX dividend yield comparison.
| Year | IGV | BOXX |
|---|---|---|
| 2026 | 0.02% | 0.00% |
| 2024 | 0.00% | 0.26% |
| 2023 | 0.01% | 0.00% |
| 2022 | 0.01% | 0.00% |
| 2020 | 0.35% | 0.00% |
| 2019 | 0.02% | 0.00% |
| 2018 | 0.16% | 0.00% |
| 2017 | 0.09% | 0.00% |
| 2016 | 0.82% | 0.00% |
| 2015 | 0.22% | 0.00% |
| 2014 | 0.29% | 0.00% |
| 2013 | 0.33% | 0.00% |
| 2012 | 0.27% | 0.00% |
| 2011 | 0.04% | 0.00% |
| 2005 | 0.09% | 0.00% |
| 2004 | 0.48% | 0.00% |
| 2003 | 0.65% | 0.00% |
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