Screener
BOXA vs AAVM
Alpha Architect Aggregate Bond vs Alpha Architect Global Factor Equity ETF
Key differences
BOXA is a fixed income ETF, while AAVM is an equity ETF. BOXA charges 0.23% a year and AAVM 0.38%.
- BOXA is a fixed income fund, while AAVM is an equity fund. They carry different risk/return profiles.
- BOXA follows a structured outcome strategy; AAVM uses active selection.
- BOXA covers North America; AAVM covers global markets.
- BOXA costs 0.15% less per year.
- AAVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BOXA | AAVM | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.38% |
| Fund size (AUM) | $17M | $26M |
| Since | 2024 | 2017 |
| Dividend yield | 0.13% | 1.74% |
| Asset class | fixed income | equity |
| Region | north america | global |
| Strategy | structured outcome | active selection |
| CAGR 1Y | +3.4% | +32.9% |
| CAGR 3Y | N/A | +19.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.85 |
| Volatility 1Y | 3.69% | 15.96% |
| Max drawdown | -3.22% | -34.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.