SCHR vs BOXX
Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX, ETF).
SCHR vs BOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHR
$13B
BOXX
$13B
Expense Ratio
Winner
SCHR
0.03%
BOXX
0.19%
Max Drawdown
SCHR
20.13%
Winner
BOXX
0.26%
Sharpe Ratio
SCHR
-0.57
Winner
BOXX
0.54
5Y Beta
Winner
SCHR
-0.00
BOXX
0.00
5Y Dividends CAGR
SCHR
23.30%
BOXX
N/A
SCHR vs BOXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHR
+0.45%
BOXX
+0.30%
3M
SCHR
+0.41%
Winner
BOXX
+0.91%
6M
SCHR
-1.57%
Winner
BOXX
+1.87%
1Y
SCHR
+1.50%
Winner
BOXX
+3.99%
5Y(CAGR)
SCHR
-0.09%
BOXX
N/A
10Y(CAGR)
SCHR
+1.14%
BOXX
N/A
Max(CAGR)
SCHR
+1.89%
Winner
BOXX
+4.68%
SCHR vs BOXX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SCHR | BOXX |
|---|---|---|
| 2026 | -0.32% | +2.43% |
| 2025 | +7.37% | +4.32% |
| 2024 | +1.68% | +5.20% |
| 2023 | +3.85% | +5.03% |
| 2022 | -10.09% | +0.07% |
| 2021 | -2.67% | N/A |
| 2020 | +7.50% | N/A |
| 2019 | +6.13% | N/A |
| 2018 | +1.46% | N/A |
| 2017 | +1.52% | N/A |
| 2016 | +0.84% | N/A |
| 2015 | +1.40% | N/A |
| 2014 | +4.28% | N/A |
| 2013 | -2.60% | N/A |
| 2012 | +2.67% | N/A |
| 2011 | +10.32% | N/A |
| 2010 | -0.88% | N/A |
SCHR vs BOXX Drawdown Comparison
The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for BOXX was -0.12%, occurring on Sep 22, 2023. Recovery took 2 trading sessions.
The current SCHR drawdown is -2.30%. The current BOXX drawdown is -0.03%.
| Rank | SCHR | BOXX |
|---|---|---|
| #1 | -16.11% Aug 4, 2020 - Oct 20, 2022 | -0.12% Sep 21, 2023 - Sep 25, 2023 |
| #2 | -5.79% Nov 4, 2010 - Jun 24, 2011 | -0.11% Nov 29, 2024 - Dec 5, 2024 |
| #3 | -5.38% Jul 5, 2016 - Mar 22, 2019 | -0.07% Mar 31, 2026 - Apr 10, 2026 |
| #4 | -5.23% May 1, 2013 - Oct 13, 2014 | -0.04% Mar 7, 2023 - Mar 9, 2023 |
| #5 | -2.68% Feb 2, 2015 - Aug 24, 2015 | -0.04% Dec 29, 2023 - Jan 4, 2024 |
| #6 | -2.56% Jan 31, 2012 - May 4, 2012 | -0.04% Jan 30, 2024 - Feb 1, 2024 |
| #7 | -2.48% Sep 22, 2011 - Dec 16, 2011 | -0.04% Jun 25, 2024 - Jun 28, 2024 |
| #8 | -2.26% Sep 4, 2019 - Jan 27, 2020 | -0.04% Apr 4, 2025 - Apr 9, 2025 |
| #9 | -2.21% Mar 9, 2020 - Mar 23, 2020 | -0.03% May 18, 2023 - May 22, 2023 |
| #10 | -2.14% Oct 14, 2015 - Jan 20, 2016 | -0.03% Jun 26, 2026 - Jul 1, 2026 |
| #11 | -1.89% Jun 24, 2011 - Jul 13, 2011 | -0.03% Feb 6, 2024 - Feb 8, 2024 |
| #12 | -1.73% Feb 11, 2016 - Apr 7, 2016 | -0.03% Aug 4, 2023 - Aug 9, 2023 |
| #13 | -1.56% Jul 24, 2012 - Dec 5, 2012 | -0.03% Oct 6, 2023 - Oct 11, 2023 |
| #14 | -1.44% Dec 6, 2012 - Apr 4, 2013 | -0.03% Dec 1, 2023 - Dec 6, 2023 |
| #15 | -1.43% Aug 31, 2010 - Sep 22, 2010 | -0.03% Dec 12, 2023 - Dec 14, 2023 |
Correlation
Correlation between SCHR and BOXX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2010 - 2026)
SCHR vs BOXX dividend yield comparison.
| Year | SCHR | BOXX |
|---|---|---|
| 2026 | 2.34% | 0.00% |
| 2025 | 3.85% | 0.00% |
| 2024 | 3.77% | 0.26% |
| 2023 | 3.16% | 0.00% |
| 2022 | 2.02% | 0.00% |
| 2021 | 1.00% | 0.00% |
| 2020 | 1.62% | 0.00% |
| 2019 | 2.31% | 0.00% |
| 2018 | 2.11% | 0.00% |
| 2017 | 1.65% | 0.00% |
| 2016 | 1.46% | 0.00% |
| 2015 | 1.56% | 0.00% |
| 2014 | 1.44% | 0.00% |
| 2013 | 1.07% | 0.00% |
| 2012 | 1.07% | 0.00% |
| 2011 | 1.53% | 0.00% |
| 2010 | 0.57% | 0.00% |
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