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

BOXX vs XRT: how they differ

BOXX is a short-term Treasury fund and XRT an equity index fund, and over the year BOXX returned more, +4.0% against −3.0%.

Alpha Architect 1-3 Month Box ETF and State Street(R) SPDR(R) S&P(R) Retail ETF.

BOXX and XRT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
BOXX
Alpha Architect 1-3 Month Box ETF
XRT
State Street(R) SPDR(R) S&P(R) Retail ETF
Where it sitsCore index fundCore index fund
IssuerAlphaState Street
What it is1-3 Month BoxSPDR S&P Retail
Total return, 1 year+4.0%−3.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−13.5 pts−20.6 pts
Expense ratio0.19%0.35%
Holdingsnot filed75

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.

XRT in plain words

XRT is an index equity fund tracking the SPDR S&P Retail. Over the year to Sep 11, 2026 it returned −3.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 75 positions, with the top ten at 16.1%. It sat 12.2% below its high of Nov 16, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, BOXX or XRT?
In the year to Sep 12, 2026, with distributions reinvested, BOXX returned +4.0% and XRT returned −3.0%, so BOXX returned more. One year is one year; the longer windows are in the table.
Which is cheaper, BOXX or XRT?
BOXX charges 0.19% a year and XRT charges 0.35%, 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 XRT, 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 XRT, data as of Sep 12, 2026. https://etfiq.com/compare/any/BOXX-XRT Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources