Compare · 2 funds side by side · dividends reinvested

USFR and BOXX

USFRWisdomTree×BOXXAlpha Architect×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,178USFR · best of the two

02 / 04

USFR and BOXX, 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%$21.2B1.0

Alpha Architect 1-3 Month Box ETFBonds & Cash · Cash & T-bills0.24%0.00%+3.3%+4.1%+4.6%[…]−0.1%0.4%$14.4B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: USFR 2014 · BOXX 2022

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Floating Rate Treasury Fund · $21.2B$12,178

USFR

BOXX

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

$10,000 five years ago, dividends reinvested

USFRMeasureBOXX

+3.4%Year to dateJan 1 → Nov 4+3.3%

+4.1%1 yearTotal return+4.1%

+4.6%3 years · per year$10,000 became $11,451 · $11,443+4.6%

+4.0%5 years · per year$10,000 became $12,178 · […][…]

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

3.71%Trailing 12-mo yield$371 · $0 a year on $10k0.00%

−0.0%Worst dropSmaller is better−0.1%

0.3%VolatilityLower is calmer0.4%

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

5–0USFR wins

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

More Ways to See the Pairs

USFR vs BOXX: Top 5 Holdings

Today

USFR

[…]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

USFR vs BOXX Returns, Every Period

WisdomTreeUSFR

+4.1%

past year

BOXXAlpha Architect

+4.1%

past year

USFRBOXXFaded: behind in that period

1–0USFR wins

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

USFR vs BOXX

YTD

WisdomTreeUSFR

+3.4%

BOXXAlpha Architect

+3.3%

+3.4%Year to date+3.3%

−0.0%Worst drop · 1Y−0.1%

0.3%Volatility · 1Y0.4%

3.7%Yield0.0%

$21.2BAssets$14.4B

4–0USFR wins

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

Cost, Income and Risk

Fees: USFR, BOXX

Today

0.15%lowest, USFR

FundExpense ratioFee$10k

USFR0.15%$15

BOXX0.24%$24

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

Yields: USFR, BOXX

3.71%highest, USFR

FundTrailing yieldYield$10k

USFR3.71%$371

BOXX0.00%$0

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

Overlap: USFR, BOXX

Today

[…]holdings […]

USFRBOXX

USFR—[…]

BOXX[…]—

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

Paid More vs Made More

YTD

USFRBOXX

+3.4%Year to date+3.3%

3.7%Yield0.0%

+4.1%Past year+4.1%

0.15%Fee0.24%

3–0USFR wins

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