Data as of Oct 28, 2026.

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BOXX vs DFUS: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and DFUS an actively managed equity fund, and over the year to Oct 28, 2026, DFUS returned +13.8% against +4.0%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $20.9bn on Jul 31, 2026 for Dimensional U.S. Equity Market ETF.

At a glance
+4.0%
BOXX total return, 1 year
+13.8%
DFUS total return, 1 year
0.19%
BOXX expense ratio
0.09%
DFUS expense ratio

Pair scorecard

DFUS costs 0.10 points a year less; their one-year returns differ by 9.8 points.

BOXX vs DFUS: Differences, Returns & Fees
MeasureBOXXDFUS
Return
Total return, 1 year+4.0%+13.8%
Benchmark
What it tracksNo index, actively managedNo index, actively managed
Cost and size
Expense ratio0.19%0.09%
Net assets, BOXX as of Oct 28, 2026 and DFUS as of Jul 31, 2026$14.5bn$20.9bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight89%
Top ten holdings, share of the fund34.6%

Method

Side by side

BOXX Alpha Architect 1-3 Month Box ETF DFUS Dimensional U.S. Equity Market ETF
Where it sits Bond ETF Stock ETF
What it is Actively managed Actively managed
Total return, 1 year +4.0% +13.8%
Its benchmark over the same days not measured +13.3% (IWV)
Gap to its benchmark not measured +0.5 pts vs IWV
Expense ratio 0.19% 0.09%
Holdings not counted 2236
Net assets, BOXX as of Oct 28, 2026 and DFUS as of Jul 31, 2026 $14.5bn $20.9bn

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

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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.

DFUS

Over the year to Oct 28, 2026 it returned +13.8% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

DFUS is actively managed and tracks no index. The prospectus expense ratio is 0.09% a year. By its holdings filed for Jul 31, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 2,236 positions, with the top ten at 34.6%.

Questions people ask

Which returned more over the last year, BOXX or DFUS?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and DFUS +13.8%.
Which is cheaper, BOXX or DFUS?
DFUS is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
Other comparisons
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ETFIQ, BOXX against DFUS, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-dfus

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