Screener
BOXA vs MTBA
Alpha Architect Aggregate Bond vs Simplify MBS ETF
Key differences
Both BOXA and MTBA are fixed income ETFs. BOXA charges 0.23% a year and MTBA 0.15%. The main difference: BOXA follows a structured outcome strategy; MTBA uses multi strategy.
- BOXA follows a structured outcome strategy; MTBA uses multi strategy.
- MTBA costs 0.08% less per year.
- MTBA is much larger than BOXA. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BOXA | MTBA | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.15% |
| Fund size (AUM) | $17M | $1.6B |
| Since | 2024 | 2023 |
| Dividend yield | 0.13% | 5.52% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | structured outcome | multi strategy |
| CAGR 1Y | +3.4% | +5.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.69% | 3.08% |
| Max drawdown | -3.22% | -3.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.