Compare · 2 funds side by side · dividends reinvested

SHV and BOXX

SHViShares×BOXXAlpha Architect×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,956SHV · best of the two

02 / 04

SHV and BOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Trust iShares 0-1 Year Treasury Bond ETFBonds & Cash · Cash & T-bills0.15%3.65%+3.0%+3.6%+4.4%+3.6%−0.0%0.2%$21.3B1.4

Alpha Architect 1-3 Month Box ETFBonds & Cash · Cash & T-bills0.24%0.00%+3.3%+4.1%+4.6%[…]−0.1%0.4%$14.4B1.6

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: SHV 2007 · BOXX 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust iShares 0-1 Year Treasury Bond ETF · $21.3B$11,956

SHV

BOXX

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

$10,000 five years ago, dividends reinvested

SHVMeasureBOXX

+3.0%Year to dateJan 1 → Nov 4+3.3%

+3.6%1 yearTotal return+4.1%

+4.4%3 years · per year$10,000 became $11,392 · $11,443+4.6%

+3.6%5 years · per year$10,000 became $11,956 · […][…]

0.15%Expense ratio$15 · $24 a year on $10k · lower is better0.24%

3.65%Trailing 12-mo yield$365 · $0 a year on $10k0.00%

−0.0%Worst dropSmaller is better−0.1%

0.2%VolatilityLower is calmer0.4%

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

4–3SHV wins

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

More Ways to See the Pairs

SHV vs BOXX: Top 5 Holdings

Today

SHV

[…]in top 5

BOXX

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SHV vs BOXX Returns, Every Period

iSharesSHV

+3.6%

past year

BOXXAlpha Architect

+4.1%

past year

SHVBOXXFaded: behind in that period

0–3BOXX wins

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

SHV vs BOXX

YTD

iSharesSHV

+3.0%

BOXXAlpha Architect

+3.3%

+3.0%Year to date+3.3%

−0.0%Worst drop · 1Y−0.1%

0.2%Volatility · 1Y0.4%

3.7%Yield0.0%

$21.3BAssets$14.4B

3–1SHV wins

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

Cost, Income and Risk

Fees: SHV, BOXX

Today

0.15%lowest, SHV

FundExpense ratioFee$10k

SHV0.15%$15

BOXX0.24%$24

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

Yields: SHV, BOXX

3.65%highest, SHV

FundTrailing yieldYield$10k

SHV3.65%$365

BOXX0.00%$0

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

Income After Fees on $10,000

$350most kept, SHV

SHV$365 − $15 = $350

BOXX$0 − $24 = −$24

KeptFee

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

Overlap: SHV, BOXX

Today

[…]holdings […]

SHVBOXX

SHV—[…]

BOXX[…]—

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

Return vs Bumpiness: 2 ETFs

+4.1%BOXX, at 0.4% volatility

SHVWorst drop−0.0%0.2% vol

BOXXWorst drop−0.1%0.4% vol

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

Paid More vs Made More

YTD

SHVBOXX

+3.0%Year to date+3.3%

3.7%Yield0.0%

+3.6%Past year+4.1%

0.15%Fee0.24%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026