Screener
BOXA vs SCHZ
Alpha Architect Aggregate Bond vs Schwab U.S. Aggregate Bond ETF
Key differences
Both BOXA and SCHZ are fixed income ETFs. BOXA charges 0.23% a year and SCHZ 0.03%. The main difference: BOXA follows a structured outcome strategy; SCHZ uses index tracking.
- BOXA follows a structured outcome strategy; SCHZ uses index tracking.
- SCHZ costs 0.20% less per year.
- SCHZ is much larger than BOXA. Larger funds are usually more liquid and less likely to close.
- SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BOXA | SCHZ | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.03% |
| Fund size (AUM) | $17M | $10.3B |
| Since | 2024 | 2011 |
| Dividend yield | 0.13% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +3.4% | +4.8% |
| CAGR 3Y | N/A | +4.2% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | N/A | 0.12 |
| Volatility 1Y | 3.69% | 3.77% |
| Max drawdown | -3.22% | -18.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.