Compare · 2 funds side by side · dividends reinvested

BOXX and USFR

BOXXAlpha Architect×USFRWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,184USFR · best of the two

02 / 04

BOXX and USFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Floating Rate Treasury FundBonds & Cash · Cash & T-bills0.15%3.71%+3.4%+4.1%+4.6%+4.0%−0.0%0.3%$21.3B1.0

Alpha Architect 1-3 Month Box ETFBonds & Cash · Cash & T-bills0.24%0.00%+3.2%+4.1%+4.6%[…]−0.1%0.4%$14.4B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: BOXX 2022 · USFR 2014

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect 1-3 Month Box ETF · $14.4B[…]

BOXX

USFR

WisdomTree Floating Rate Treasury Fund · $21.3B$12,184

$10,000 five years ago, dividends reinvested

BOXXMeasureUSFR

+3.2%Year to dateJan 1 → Nov 3+3.4%

+4.1%1 yearTotal return+4.1%

+4.6%3 years · per year$10,000 became $11,442 · $11,454+4.6%

[…]5 years · per year$10,000 became […] · $12,184+4.0%

0.24%Expense ratio$24 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $371 a year on $10k3.71%

−0.1%Worst dropSmaller is better−0.0%

0.4%VolatilityLower is calmer0.3%

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

0–5USFR wins

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

More Ways to See the Pairs

BOXX vs USFR: Top 5 Holdings

Today

BOXX

[…]in top 5

USFR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

BOXX vs USFR Returns, Every Period

Alpha ArchitectBOXX

+4.1%

past year

USFRWisdomTree

+4.1%

past year

BOXXUSFRFaded: behind in that period

0–1USFR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BOXX vs USFR

YTD

Alpha ArchitectBOXX

+3.2%

USFRWisdomTree

+3.4%

+3.2%Year to date+3.4%

−0.1%Worst drop · 1Y−0.0%

0.4%Volatility · 1Y0.3%

0.0%Yield3.7%

$14.4BAssets$21.3B

4–0USFR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BOXX, USFR

Today

0.15%lowest, USFR

FundExpense ratioFee$10k

USFR0.15%$15

BOXX0.24%$24

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BOXX, USFR

3.71%highest, USFR

FundTrailing yieldYield$10k

USFR3.71%$371

BOXX0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$356most kept, USFR

USFR$371 − $15 = $356

BOXX$0 − $24 = −$24

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BOXX, USFR

Today

[…]holdings […]

BOXXUSFR

BOXX—[…]

USFR[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.1%USFR, at 0.3% volatility

USFRWorst drop−0.0%0.3% vol

BOXXWorst drop−0.1%0.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USFRBOXX

+3.4%Year to date+3.2%

3.7%Yield0.0%

+4.1%Past year+4.1%

0.15%Fee0.24%

3–0USFR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026