Which returned more over the last year, BOXX or FNDX?

In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and FNDX +23.9%.

Which is cheaper, BOXX or FNDX?

BOXX is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

BOXX vs FNDX: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and FNDX an equity index fund, and over the year to Oct 28, 2026, FNDX returned +23.9% against +4.0%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $27.6bn on Aug 31, 2026 for Schwab Fundamental U.S. Large Company ETF.

BOXX on its own →FNDX on its own →

At a glance

+4.0%

BOXX total return, 1 year

+23.9%

FNDX total return, 1 year

0.19%

BOXX expense ratio

0.25%

FNDX expense ratio

Pair scorecard

BOXX costs 0.06 points a year less; their one-year returns differ by 19.9 points.

BOXX vs FNDX: Differences, Returns & Fees
Measure	BOXX	FNDX
Return
Measure	BOXX	FNDX
Total return, 1 year	+4.0%	+23.9%
Benchmark
Measure	BOXX	FNDX
What it tracks	No index, actively managed	Fundamental U.S. Large Company
Cost and size
Measure	BOXX	FNDX
Expense ratio	0.19%	0.25%
Net assets, BOXX as of Oct 28, 2026 and FNDX as of Aug 31, 2026	$14.5bn	$27.6bn
Holdings
Measure	BOXX	FNDX
Holdings in common	not published
In the S&P 500, by weight		88%
Top ten holdings, share of the fund		21.0%

Method

Risk and return

Jan 6, 2023 to Oct 23, 2026 · 198 weekly returns

BOXX FNDX

Return

Total return edge FNDX +18.9% +90.8%

Annualized edge FNDX +4.6% +18.5%

Price return edge FNDX +18.6% +78.5%

Risk

Volatility edge BOXX 0.2% 12.4%

Max drawdown edge BOXX −0.1% −14.2%

Risk-adjusted

Sharpe edge FNDX −0.25 1.06

Sortino edge FNDX −0.35 1.56

Calmar Not measured 1.30

Reading

FNDX returned more: +90.8% to +18.9%. BOXX swung less: 0.2% to 12.4%. BOXX fell less at its worst: −0.1% to −14.2%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: BOXX vs FNDX: Differences, Returns & Fees
Measure	BOXX	FNDX	Edge	How it is measured
Return
Total return	+18.9%	+90.8%	FNDX	Price change plus distributions, reinvested.
Annualized	+4.6%	+18.5%	FNDX	Total return as a yearly rate.
Price return	+18.6%	+78.5%	FNDX	Price change alone, distributions left out.
Risk
Volatility	0.2%	12.4%	BOXX	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	0.2%	8.4%	BOXX	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−0.1%	−14.2%	BOXX	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	−0.25	1.06	FNDX	Return above Treasury bills per unit of volatility.
Sortino	−0.35	1.56	FNDX	Return above Treasury bills per unit of downside deviation.
Calmar	Not measured	1.30		Annualized 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 FNDX Schwab Fundamental U.S. Large Company ETF

Where it sits Bond ETF Stock ETF

Issuer Alpha Architect Schwab

What it is Actively managed Tracks an index of Fundamental U.S. Large Company

Total return, 1 year +4.0% +23.9%

Its benchmark over the same days not measured +13.1% (IWB)

Gap to its benchmark not measured +10.8 pts vs IWB

Expense ratio 0.19% 0.25%

Holdings not counted 731

Net assets, BOXX as of Oct 28, 2026 and FNDX as of Aug 31, 2026 $14.5bn $27.6bn

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

Client brief · page 1 of 2 Report BR-ECFD2A54A8

BOXX and FNDX do different jobs. What does each one do in a portfolio?

What each follows. BOXX follows No index, actively managed and FNDX follows Fundamental U.S. Large Company.
One-year total return. Over 1 year to Oct 28, 2026 BOXX returned +4.0% and FNDX +23.9% with distributions reinvested, a gap of 19.9 points.
Cost (similar). BOXX charges 0.19% of assets a year and FNDX 0.25%, a gap of 0.06 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.

FNDX

Over the year to Oct 28, 2026 it returned +23.9% with distributions reinvested, against +13.1% for its benchmark, the Russell 1000 Index.

FNDX tracks an index of Fundamental U.S. Large Company. The prospectus expense ratio is 0.25% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 731 positions, with the top ten at 21.0%.

Questions people ask

Which returned more over the last year, BOXX or FNDX?: In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and FNDX +23.9%.
Which is cheaper, BOXX or FNDX?: BOXX is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

BOXX vs CGDV BOXX vs DGRO BOXX vs HDV BOXX vs FDVV FNDX vs VBIL FNDX vs MINT FNDX vs USFR FNDX vs PULS

Where to next

BOXX on its own →FNDX on its own →Hold both: look the portfolio through →Rankings →BOXX dividend history →FNDX dividend history →FNDX holdings →Standards and sources →

Sources and dates

BOXX filings on SEC EDGAR ↗

BOXX prospectus with the expense ratio (SEC) ↗

Alpha Architect website ↗

FNDX filings on SEC EDGAR ↗

FNDX prospectus with the expense ratio (SEC) ↗

Schwab website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

Cite this pageCitation, APA and Markdown

ETFIQ, BOXX against FNDX, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-fndx

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