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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 SCHD: how they differ

BOXX is a short-term Treasury fund and SCHD an equity index fund, and over the year SCHD returned more, +27.6% against +4.0%.

Alpha Architect 1-3 Month Box ETF and Schwab U.S. Dividend Equity ETF.

BOXX and SCHD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
BOXX
Alpha Architect 1-3 Month Box ETF
SCHD
Schwab U.S. Dividend Equity ETF
Where it sitsCore index fundCore index fund
IssuerAlphaSchwab
What it is1-3 Month BoxUS dividend
Total return, 1 year+4.0%+27.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−13.5 pts+10.1 pts
Expense ratio0.19%0.06%
Holdingsnot filed99

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.

SCHD in plain words

SCHD is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +27.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%. It sat 3.1% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, BOXX or SCHD?
In the year to Sep 12, 2026, with distributions reinvested, BOXX returned +4.0% and SCHD returned +27.6%, so SCHD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, BOXX or SCHD?
BOXX charges 0.19% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.

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

A comparison is not a recommendation. Standards and sources