VPU vs BOXX

Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX, ETF).

VPU vs BOXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VPU(ETF)	BOXX(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.09%	0.19%
Max Drawdown	48.41%	0.26%
Sharpe Ratio	0.74	1.50
5Y Beta	0.34	0.00
P/E Ratio	21.08	N/A
Forward P/E	18.99	N/A
5Y Dividends CAGR	12.72%	N/A
5Y EPS CAGR	12.68%	N/A
Debt to Equity	130.57%	N/A
P/S Ratio	2.93	N/A
P/B Ratio	2.39	N/A

Net Assets

Winner

VPU

$11B

BOXX

$11B

Expense Ratio

Winner

VPU

0.09%

BOXX

0.19%

Max Drawdown

VPU

48.41%

Winner

BOXX

0.26%

Sharpe Ratio

VPU

0.74

Winner

BOXX

1.50

5Y Beta

VPU

0.34

Winner

BOXX

0.00

P/E Ratio

VPU

21.08

BOXX

N/A

Forward P/E

VPU

18.99

BOXX

N/A

5Y Dividends CAGR

VPU

12.72%

BOXX

N/A

5Y EPS CAGR

VPU

12.68%

BOXX

N/A

Debt to Equity

VPU

130.57%

BOXX

N/A

P/S Ratio

VPU

2.93

BOXX

N/A

P/B Ratio

VPU

2.39

BOXX

N/A

VPU vs BOXX - Historical Returns

Returns include dividend reinvestment.

Period	VPU	BOXX
1 month	-4.05%	+0.33%
3 months	+3.43%	+0.92%
6 months	+1.10%	+2.06%
1 year	+14.94%	+4.15%
5 years(CAGR)	+9.36%	N/A
10 years(CAGR)	+9.49%	N/A
Max(CAGR)	+9.82%	+4.77%

VPU

-4.05%

Winner

BOXX

+0.33%

Winner

VPU

+3.43%

BOXX

+0.92%

VPU

+1.10%

Winner

BOXX

+2.06%

Winner

VPU

+14.94%

BOXX

+4.15%

5Y(CAGR)

VPU

+9.36%

BOXX

N/A

10Y(CAGR)

VPU

+9.49%

BOXX

N/A

Max(CAGR)

Winner

VPU

+9.82%

BOXX

+4.77%

VPU vs BOXX - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VPU	BOXX
2026	+4.25%	+1.32%
2025	+15.69%	+4.32%
2024	+21.44%	+5.20%
2023	-7.47%	+5.03%
2022	+1.95%	+0.07%
2021	+20.23%	N/A
2020	+0.48%	N/A
2019	+27.23%	N/A
2018	+5.28%	N/A
2017	+12.90%	N/A
2016	+18.00%	N/A
2015	-5.35%	N/A
2014	+28.95%	N/A
2013	+12.65%	N/A
2012	+3.49%	N/A
2011	+18.22%	N/A
2010	+6.57%	N/A
2009	+9.14%	N/A
2008	-27.21%	N/A
2007	+16.61%	N/A
2006	+19.41%	N/A
2005	+16.00%	N/A
2004	+20.60%	N/A

VPU vs BOXX Drawdown Comparison

The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.

The maximum drawdown for BOXX was -0.12%, occurring on Sep 22, 2023. Recovery took 2 trading sessions.

The current VPU drawdown is -5.20%.

Rank	VPU	BOXX
#1	-46.30% Dec 10, 2007 - Jun 6, 2012	-0.12% Sep 21, 2023 - Sep 25, 2023
#2	-36.43% Feb 18, 2020 - Aug 13, 2021	-0.11% Nov 29, 2024 - Dec 5, 2024
#3	-25.15% Sep 12, 2022 - Aug 1, 2024	-0.07% Mar 31, 2026 - Apr 10, 2026
#4	-16.15% Jan 29, 2015 - Mar 8, 2016	-0.04% Mar 7, 2023 - Mar 9, 2023
#5	-15.28% Apr 8, 2022 - Aug 12, 2022	-0.04% Dec 29, 2023 - Jan 4, 2024
#6	-15.14% Nov 14, 2017 - Sep 6, 2018	-0.04% Jan 30, 2024 - Feb 1, 2024
#7	-12.17% May 21, 2007 - Dec 3, 2007	-0.04% Jun 25, 2024 - Jun 28, 2024
#8	-11.88% Oct 3, 2005 - Jul 19, 2006	-0.04% Apr 4, 2025 - Apr 9, 2025
#9	-11.58% Jul 6, 2016 - Feb 28, 2017	-0.03% May 18, 2023 - May 22, 2023
#10	-11.02% Apr 30, 2013 - Feb 13, 2014	-0.03% Feb 6, 2024 - Feb 8, 2024
#11	-10.23% Nov 29, 2024 - May 16, 2025	-0.03% Aug 4, 2023 - Aug 9, 2023
#12	-9.44% Dec 31, 2021 - Mar 24, 2022	-0.03% Oct 6, 2023 - Oct 11, 2023
#13	-9.39% Jul 30, 2012 - Feb 11, 2013	-0.03% Dec 1, 2023 - Dec 6, 2023
#14	-9.27% Jun 30, 2014 - Oct 23, 2014	-0.03% Dec 12, 2023 - Dec 14, 2023
#15	-9.21% Apr 1, 2004 - Jul 19, 2004	-0.03% Jan 4, 2024 - Jan 9, 2024

Correlation

Correlation between VPU and BOXX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

VPU vs BOXX dividend yield comparison.

Year	VPU	BOXX
2026	0.66%	0.00%
2025	2.73%	0.00%
2024	3.02%	0.26%
2023	3.49%	0.00%
2022	2.98%	0.00%
2021	2.70%	0.00%
2020	3.17%	0.00%
2019	2.83%	0.00%
2018	3.23%	0.00%
2017	3.18%	0.00%
2016	3.19%	0.00%
2015	3.63%	0.00%
2014	3.02%	0.00%
2013	3.76%	0.00%
2012	3.98%	0.00%
2011	3.46%	0.00%
2010	3.79%	0.00%
2009	3.79%	0.00%
2008	3.87%	0.00%
2007	2.50%	0.00%
2006	2.85%	0.00%
2005	2.92%	0.00%
2004	2.64%	0.00%