Data as of Oct 28, 2026.

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BOXX vs FLDR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, BOXX returned +4.0% to FLDR's +3.3%, and FLDR charges 0.15% 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 $2.3bn on Sep 30, 2026 for Fidelity Low Duration Bond Factor ETF.

At a glance
+4.0%
BOXX total return, 1 year
+3.3%
FLDR total return, 1 year
0.19%
BOXX expense ratio
0.15%
FLDR expense ratio

Pair scorecard

FLDR costs 0.04 points a year less; their one-year returns differ by 0.7 points.

BOXX vs FLDR: Differences, Returns & Fees
MeasureBOXXFLDR
Return
Total return, 1 year+4.0%+3.3%
Benchmark
What it tracksNo index, actively managedFidelity Low Duration Investment Grade Factor Index
Cost and size
Expense ratio0.19%0.15%
Net assets, BOXX as of Oct 28, 2026 and FLDR as of Sep 30, 2026$14.5bn$2.3bn
Holdings
Holdings in commonreport dates differ

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

Risk and return

Jan 6, 2023 to Oct 23, 2026 · 198 weekly returns
BOXX FLDR
Return
Total return edge FLDR +18.9% +21.1%
Annualized edge FLDR (slight) +4.6% +5.2%
Price return edge BOXX +18.6% +0.7%
Risk
Volatility edge BOXX 0.2% 0.9%
Max drawdown edge BOXX −0.1% −0.6%
Risk-adjusted
Sharpe edge FLDR −0.25 0.47
Sortino edge FLDR −0.35 0.67
Calmar Not measured 9.06
Reading

FLDR returned more: +21.1% to +18.9%. BOXX swung less: 0.2% to 0.9%. BOXX fell less at its worst: −0.1% to −0.6%.

Full scorecard

9 measures, with how each is measured
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Risk and return: BOXX vs FLDR: Differences, Returns & Fees
MeasureBOXXFLDREdgeHow it is measured
Return
Total return+18.9%+21.1%FLDRPrice change plus distributions, reinvested.
Annualized+4.6%+5.2%FLDR (slight)Total return as a yearly rate.
Price return+18.6%+0.7%BOXXPrice change alone, distributions left out.
Risk
Volatility0.2%0.9%BOXXSpread of weekly returns, annualized. Lower is steadier.
Downside deviation0.2%0.6%BOXXLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−0.1%−0.6%BOXXDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe−0.250.47FLDRReturn above Treasury bills per unit of volatility.
Sortino−0.350.67FLDRReturn above Treasury bills per unit of downside deviation.
CalmarNot measured9.06Annualized 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 FLDR Fidelity Low Duration Bond Factor ETF
Where it sits Bond ETF Bond ETF
What it is Actively managed Tracks an index
Total return, 1 year +4.0% +3.3%
Expense ratio 0.19% 0.15%
Holdings not counted 373
Net assets, BOXX as of Oct 28, 2026 and FLDR as of Sep 30, 2026 $14.5bn $2.3bn

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

Client brief · page 1 of 2 Report BR-19DE5F5E57

BOXX and FLDR 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 FLDR follows Fidelity Low Duration Investment Grade Factor Index.
  2. One-year total return (similar). Over 1 year to Oct 28, 2026 BOXX returned +4.0% and FLDR +3.3% with distributions reinvested, a gap of 0.7 points.
  3. Cost (similar). BOXX charges 0.19% of assets a year and FLDR 0.15%, a gap of 0.04 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.

FLDR

FLDR tracks an index. Over the year to Oct 28, 2026 it returned +3.3% with distributions reinvested. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, BOXX or FLDR?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and FLDR +3.3%.
Which is cheaper, BOXX or FLDR?
FLDR is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against FLDR, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-fldr

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.