BOXX vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBOXXVYMWinner
Expense Ratio0.19%0.04%
AUM$13.2B$79.0B
Dividend Yield0.00%2.86%
Holdings10568
YTD Return+2.28%+15.80%
1Y Return+4.08%+26.12%
3Y Return (annualized)+4.71%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)0.3%14.6%
Max Drawdown-0.1%-58.8%
Fund FamilyAlpha ArchitectVanguard (US)
CategoryAlternativeEquity
InceptionDec 28, 2022Nov 10, 2006

BOXX vs VYM Performance

Alpha Architect 1-3 Month Box ETF (BOXX) is a ETF from Alpha Architect and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BOXX returned +4.08% while VYM returned +26.12%. Year to date, BOXX is up 2.28% versus a gain of 15.80% for VYM.

Over three years, BOXX compounded at +4.71% per year against +18.25% for VYM. Across the full 4-year window we track, VYM has the edge at +7.07% annualized vs +4.70%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BOXX charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, BOXX currently yields 0.00% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, BOXX or VYM?

BOXX has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, BOXX or VYM?

Over the past year BOXX returned +4.08% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), BOXX annualized +4.70% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, BOXX or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 0.3% for BOXX. Worst drawdown: BOXX -0.1% vs VYM -58.8%.

Should I hold both BOXX and VYM?

BOXX and VYM have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, BOXX or VYM?

BOXX yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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