BOXX vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBOXXVOOWinner
Expense Ratio0.19%0.03%
AUM$13.2B$979.0B
Dividend Yield0.00%1.09%
Holdings10509
YTD Return+2.29%+13.79%
1Y Return+4.06%+23.01%
3Y Return (annualized)+4.69%+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)0.3%14.1%
Max Drawdown-0.1%-34.3%
Fund FamilyAlpha ArchitectVanguard (US)
CategoryAlternativeEquity
InceptionDec 28, 2022Sep 7, 2010

BOXX vs VOO Performance

Alpha Architect 1-3 Month Box ETF (BOXX) is a ETF from Alpha Architect and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BOXX returned +4.06% while VOO returned +23.01%. Year to date, BOXX is up 2.29% versus a gain of 13.79% for VOO.

Over three years, BOXX compounded at +4.69% per year against +21.78% for VOO. Across the full 4-year window we track, VOO has the edge at +13.57% annualized vs +4.70%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 0.3% for BOXX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -0.1% for BOXX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.13. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BOXX charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, BOXX currently yields 0.00% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, BOXX or VOO?

BOXX has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, BOXX or VOO?

Over the past year BOXX returned +4.06% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), BOXX annualized +4.70% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, BOXX or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 0.3% for BOXX. Worst drawdown: BOXX -0.1% vs VOO -34.3%.

Should I hold both BOXX and VOO?

BOXX and VOO have a monthly-return correlation of -0.13, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, BOXX or VOO?

BOXX yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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