Screener
BOXX vs AAVM
Alpha Architect 1-3 Month Box ETF vs Alpha Architect Global Factor Equity ETF
Key differences
BOXX is an alternative ETF, while AAVM is an equity ETF. BOXX charges 0.19% a year and AAVM 0.38%.
- BOXX is an alternative fund, while AAVM is an equity fund. They carry different risk/return profiles.
- BOXX follows a option income strategy; AAVM uses active selection.
- BOXX covers North America; AAVM covers global markets.
- BOXX costs 0.19% less per year.
- BOXX is much larger than AAVM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AAVM has delivered higher annualized returns.
- AAVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BOXX | AAVM | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.38% |
| Fund size (AUM) | $12.1B | $26M |
| Since | 2022 | 2017 |
| Dividend yield | 0.00% | 1.74% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | +4.1% | +32.9% |
| CAGR 3Y | +4.8% | +19.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 2.95 | 0.85 |
| Volatility 1Y | 0.32% | 15.96% |
| Max drawdown | -0.12% | -34.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.