Screener
BOXA vs AGG
Alpha Architect Aggregate Bond vs iShares Core U.S. Aggregate Bond ETF
Key differences
Both BOXA and AGG are fixed income ETFs. BOXA charges 0.23% a year and AGG 0.03%. The main difference: BOXA follows a structured outcome strategy; AGG uses index tracking.
- BOXA follows a structured outcome strategy; AGG uses index tracking.
- AGG costs 0.20% less per year.
- AGG is much larger than BOXA. Larger funds are usually more liquid and less likely to close.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BOXA | AGG | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.03% |
| Fund size (AUM) | $17M | $136.5B |
| Since | 2024 | 2003 |
| Dividend yield | 0.13% | 3.96% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +3.4% | +4.9% |
| CAGR 3Y | N/A | +4.2% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.13 |
| Volatility 1Y | 3.69% | 3.82% |
| Max drawdown | -3.22% | -18.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.