Which returned more over the last year, BOXX or CGDV?

In the year to Sep 12, 2026, with distributions reinvested, BOXX returned +4.0% and CGDV returned +18.7%, so CGDV returned more. One year is one year; the longer windows are in the table.

Which is cheaper, BOXX or CGDV?

BOXX charges 0.19% a year and CGDV charges 0.33%, so BOXX is cheaper. Fees come from each fund's prospectus.

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

ETFIQetfiq.com · independent ETF data

BOXX vs CGDV: how they differ

BOXX is a short-term Treasury fund and CGDV an equity index fund, and over the year CGDV returned more, +18.7% against +4.0%.

Alpha Architect 1-3 Month Box ETF and Capital Group Dividend Value ETF.

BOXX and CGDV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	BOXX Alpha Architect 1-3 Month Box ETF	CGDV Capital Group Dividend Value ETF
Where it sits	Core index fund	Core index fund
Issuer	Alpha	Capital
What it is	1-3 Month Box	Dividend Value
Total return, 1 year	+4.0%	+18.7%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−13.5 pts	+1.2 pts
Expense ratio	0.19%	0.33%
Holdings	not filed	53

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.

CGDV in plain words

CGDV is an index equity fund tracking the Dividend Value. Over the year to Sep 11, 2026 it returned +18.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.33% a year. By its holdings filed for May 31, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 53 positions, with the top ten at 38.8%. It sat 4.0% below its high of Aug 13, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, BOXX or CGDV?: In the year to Sep 12, 2026, with distributions reinvested, BOXX returned +4.0% and CGDV returned +18.7%, so CGDV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, BOXX or CGDV?: BOXX charges 0.19% a year and CGDV charges 0.33%, so BOXX 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.

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

A comparison is not a recommendation. Standards and sources