Compare · 2 funds side by side · dividends reinvested

BOXA and AGG

BOXAAlpha Architect×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,942AGG · best of the two

02 / 04

BOXA and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B1.0

EA Series Trust- Alpha Architect Aggregate Bond ETFBonds & Cash · Core aggregate0.23%0.13%−1.2%−0.7%[…][…]−5.3%4.1%$16M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BOXA 2024 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust- Alpha Architect Aggregate Bond ETF · $16M[…]

BOXA

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,942

$10,000 five years ago, dividends reinvested

BOXAMeasureAGG

−1.2%Year to dateJan 1 → Nov 4−0.2%

−0.7%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,749+5.5%

[…]5 years · per year$10,000 became […] · $9,942−0.1%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

0.13%Trailing 12-mo yield$13 · $413 a year on $10k4.13%

−5.3%Worst dropSmaller is better−4.6%

4.1%VolatilityLower is calmer4.1%

BOXAAGG Winner of the row, in its colourEach row: the bigger of the two fills its side

0–5AGG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BOXA vs AGG: Top 5 Holdings

Today

BOXA

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BOXA vs AGG Returns, Every Period

Alpha ArchitectBOXA

−0.7%

past year

AGGiShares

+0.3%

past year

BOXAAGGFaded: behind in that period

0–2AGG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BOXA vs AGG

YTD

Alpha ArchitectBOXA

−1.2%

AGGiShares

−0.2%

−1.2%Year to date−0.2%

−5.3%Worst drop · 1Y−4.6%

4.1%Volatility · 1Y4.1%

0.1%Yield4.1%

$15.7MAssets$139B

3–0AGG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BOXA, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BOXA0.23%$23

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BOXA, AGG

4.13%highest, AGG

FundTrailing yieldYield$10k

AGG4.13%$413

BOXA0.13%$13

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

BOXA$13 − $23 = −$10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BOXA, AGG

Today

[…]holdings […]

BOXAAGG

BOXA—[…]

AGG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.3%AGG, at 4.1% volatility

AGGWorst drop−4.6%4.1% vol

BOXAWorst drop−5.3%4.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AGGBOXA

−0.2%Year to date−1.2%

4.1%Yield0.1%

+0.3%Past year−0.7%

0.03%Fee0.23%

4–0AGG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026