Data as of Oct 28, 2026.

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BOXX vs BSCR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, BOXX returned +4.0% to BSCR's +3.4%, and BSCR charges 0.10% to BOXX's 0.19%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $4.5bn on Oct 27, 2026 for Invesco BulletShares 2027 Corporate Bond ETF.

At a glance
+4.0%
BOXX total return, 1 year
+3.4%
BSCR total return, 1 year
0.19%
BOXX expense ratio
0.10%
BSCR expense ratio

Pair scorecard

BSCR costs 0.09 points a year less; their one-year returns differ by 0.6 points; BOXX is 3.2 times larger.

BOXX vs BSCR: Differences, Returns & Fees
MeasureBOXXBSCR
Return
Total return, 1 year+4.0%+3.4%
Benchmark
What it tracksNo index, actively managedInvesco BulletShares USD Corporate Bond 2027 Index
Cost and size
Expense ratio0.19%0.10%
Net assets, as of Oct 26, 2026$14.4bn$4.5bn
Holdings
Holdings in commonreport dates differ

Holdings in common uses holdings dated May 31, 2026 and Jun 30, 2026. Method

Risk and return

Jan 6, 2023 to Oct 23, 2026 · 198 weekly returns
BOXX BSCR
Return
Total return edge Tie +18.9% +19.1%
Annualized edge Tie +4.6% +4.7%
Price return edge BOXX +18.6% +1.6%
Risk
Volatility edge BOXX 0.2% 2.7%
Max drawdown edge BOXX −0.1% −2.3%
Risk-adjusted
Sharpe edge BSCR −0.25 0.01
Sortino edge BSCR −0.35 0.01
Calmar Not measured 2.01
Reading

BOXX and BSCR returned about the same: +18.9% and +19.1%. BOXX swung less: 0.2% to 2.7%. BOXX fell less at its worst: −0.1% to −2.3%.

Full scorecard

9 measures, with how each is measured
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Risk and return: BOXX vs BSCR: Differences, Returns & Fees
MeasureBOXXBSCREdgeHow it is measured
Return
Total return+18.9%+19.1%TiePrice change plus distributions, reinvested.
Annualized+4.6%+4.7%TieTotal return as a yearly rate.
Price return+18.6%+1.6%BOXXPrice change alone, distributions left out.
Risk
Volatility0.2%2.7%BOXXSpread of weekly returns, annualized. Lower is steadier.
Downside deviation0.2%1.8%BOXXLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−0.1%−2.3%BOXXDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe−0.250.01BSCRReturn above Treasury bills per unit of volatility.
Sortino−0.350.01BSCRReturn above Treasury bills per unit of downside deviation.
CalmarNot measured2.01Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 198 weekly returns. Cash rate: the 13-week Treasury bill.

Side by side

BOXX Alpha Architect 1-3 Month Box ETF BSCR Invesco BulletShares 2027 Corporate Bond ETF
Where it sits Bond ETF Bond ETF
What it is Actively managed Tracks an index
Total return, 1 year +4.0% +3.4%
Expense ratio 0.19% 0.10%
Holdings not counted 480
Net assets, BOXX as of Oct 28, 2026 and BSCR as of Oct 27, 2026 $14.5bn $4.5bn

BOXX and BSCR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-75A59560A0

BOXX and BSCR are built for the same job. How do they differ in cost, holdings and results?

  1. What each follows. BOXX follows No index, actively managed and BSCR follows Invesco BulletShares USD Corporate Bond 2027 Index.
  2. Size. BOXX has $14.4bn in net assets and BSCR $4.5bn (net assets, as of Oct 26, 2026); BOXX is 3.2 times larger.
  3. One-year total return (similar). Over 1 year to Oct 28, 2026 BOXX returned +4.0% and BSCR +3.4% with distributions reinvested, a gap of 0.6 points.

Data as of Oct 28, 2026.

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About each fund
BOXX

BOXX is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +4.0% with distributions reinvested. The prospectus expense ratio is 0.19% a year.

BSCR

BSCR tracks an index. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. The prospectus expense ratio is 0.10% a year.

Questions people ask

Which returned more over the last year, BOXX or BSCR?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and BSCR +3.4%.
Which is cheaper, BOXX or BSCR?
BSCR is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against BSCR, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-bscr

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