BOXX vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricBOXXVTIWinner
Expense Ratio0.19%0.03%
AUM$13.2B$663.5B
Dividend Yield0.00%1.07%
Holdings103,543
YTD Return+2.32%+13.87%
1Y Return+4.08%+23.31%
3Y Return (annualized)+4.69%+21.17%
5Y Return (annualized)-+12.23%
Volatility (annualized)0.3%15.3%
Max Drawdown-0.1%-56.6%
Fund FamilyAlpha ArchitectVanguard (US)
CategoryAlternativeEquity
InceptionDec 28, 2022May 24, 2001

BOXX vs VTI Performance

Alpha Architect 1-3 Month Box ETF (BOXX) is a ETF from Alpha Architect and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BOXX returned +4.08% while VTI returned +23.31%. Year to date, BOXX is up 2.32% versus a gain of 13.87% for VTI.

Over three years, BOXX compounded at +4.69% per year against +21.17% for VTI. Across the full 4-year window we track, VTI has the edge at +8.13% annualized vs +4.70%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, BOXX or VTI?

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

Which performed better, BOXX or VTI?

Over the past year BOXX returned +4.08% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), BOXX annualized +4.70% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, BOXX or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 0.3% for BOXX. Worst drawdown: BOXX -0.1% vs VTI -56.6%.

Should I hold both BOXX and VTI?

BOXX and VTI 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 VTI?

BOXX yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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