Get the weekly note

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AOR vs BOXX: how they differ

AOR is an equity index fund and BOXX a short-term Treasury fund, and over the year AOR returned more, +11.3% against +4.0%.

iShares Core 60/40 Balanced Allocation ETF and Alpha Architect 1-3 Month Box ETF.

AOR and BOXX on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AOR
iShares Core 60/40 Balanced Allocation ETF
BOXX
Alpha Architect 1-3 Month Box ETF
Where it sitsCore index fundCore index fund
IssueriSharesAlpha
What it isCore 60/40 Balanced Allocation1-3 Month Box
Total return, 1 year+11.3%+4.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−6.2 pts−13.5 pts
Expense ratio0.15%0.19%
Holdings7not filed

AOR in plain words

AOR is an index equity fund tracking the Core 60/40 Balanced Allocation. Over the year to Sep 11, 2026 it returned +11.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 7 positions, with the top ten at 100.0%.

BOXX in plain words

BOXX is a cash and treasury bills tracking the 1-3 Month Box. Over the year to Sep 11, 2026 it returned +4.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year.

Questions people ask

Which returned more over the last year, AOR or BOXX?
In the year to Sep 12, 2026, with distributions reinvested, AOR returned +11.3% and BOXX returned +4.0%, so AOR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AOR or BOXX?
AOR charges 0.15% a year and BOXX charges 0.19%, so AOR is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AOR against BOXX, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AOR against BOXX, data as of Sep 12, 2026. https://etfiq.com/compare/any/AOR-BOXX Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources