BOXX vs SHV

ABOXX

BSHV

Measures won1–4SHV wins · of 6 · 5Y

$10,000 · 5Y$11,964SHV

Lowest cost0.15%SHV · $15 on $10k

Most income3.65%SHV · $365 on $10k

Smallest drop−0.0%SHV · worst fall in 1Y

Held in common[…]BOXX and SHV

BOXX

SHV

Alpha Architect 1-3 Month Box ETF · $14.3BiShares Trust iShares 0-1 Year Treasury Bond ETF · $21.2B

+4.6%3 years · per year$11,455 · $11,395+4.4%

[…]5 years · per year[…] · $11,964+3.7%

0.24%Expense ratio$24 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $365 on $10k3.65%

−0.1%Worst dropSmaller wins−0.0%

0.4%VolatilityLower wins0.2%

1–4SHV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBOXX · SHV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.7%	+4.4%	+3.7%	−0.0%	$21.2B
2	ABOXX	Alpha Architect 1-3 Month Box ETFRead Desk		0.24%	0.00%	+0.1%	+3.4%	+4.1%	+4.6%	new	−0.1%	$14.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSHV	iShares Trust iShares 0-1 Year Treasury Bond ETFRead Desk		0.15%	3.65%	0.0%	+3.0%	+3.7%	+4.4%	+3.7%	−0.0%	$21.2B
2	ABOXX	Alpha Architect 1-3 Month Box ETFRead Desk		0.24%	0.00%	+0.1%	+3.4%	+4.1%	+4.6%	new	−0.1%	$14.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BOXX vs SHV

BOXX

Alpha Architect 1-3 Month Box

[…]

SHV

iShares Trust iShares 0-1 Year Treasury Bond

$11,964

MeasureBOXXSHV

Fee0.24%0.15%

Cost on $10k a year$24$15

Yield0.00%3.65%

5 years, per year[…]+3.7%

3 years, per year+4.6%+4.4%

Worst drop · 1Y−0.1%−0.0%

Volatility · 1Y0.4%0.2%

4–1measures won
SHV first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BOXX, SHV

Today

[…]holdings […]

BOXXSHV

BOXX—[…]

SHV[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$350most kept, SHV

SHV$365 − $15 = $350

BOXX$0 − $24 = −$24

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee