Data as of Oct 28, 2026.

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BOXX vs IBDR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, BOXX returned +4.0% to IBDR's +3.9%, and IBDR charges 0.10% to BOXX's 0.19%.

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Net assets on Oct 28, 2026: $14.5bn for Alpha Architect 1-3 Month Box ETF and $2.8bn for iShares iBonds Dec 2026 Term Corporate ETF.

At a glance
+4.0%
BOXX total return, 1 year
+3.9%
IBDR total return, 1 year
0.19%
BOXX expense ratio
0.10%
IBDR expense ratio

Pair scorecard

IBDR costs 0.09 points a year less; their one-year returns differ by 0.1 points; BOXX is 5.2 times larger.

BOXX vs IBDR: Differences, Returns & Fees
MeasureBOXXIBDR
Return
Total return, 1 year+4.0%+3.9%
Benchmark
What it tracksNo index, actively managedBloomberg December 2026 Maturity Corporate Index
Cost and size
Expense ratio0.19%0.10%
Net assets$14.5bn$2.8bn
Holdings
Holdings in commonreport dates differ

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

Risk and return

Jan 6, 2023 to Oct 23, 2026 · 198 weekly returns
BOXX IBDR
Return
Total return edge Tie +18.9% +19.1%
Annualized edge Tie +4.6% +4.7%
Price return edge BOXX +18.6% +2.7%
Risk
Volatility edge BOXX 0.2% 1.8%
Max drawdown edge BOXX −0.1% −1.7%
Risk-adjusted
Sharpe edge IBDR −0.25 −0.01
Sortino edge IBDR −0.35 −0.01
Calmar Not measured 2.71
Reading

BOXX and IBDR returned about the same: +18.9% and +19.1%. BOXX swung less: 0.2% to 1.8%. BOXX fell less at its worst: −0.1% to −1.7%.

Full scorecard

9 measures, with how each is measured
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Risk and return: BOXX vs IBDR: Differences, Returns & Fees
MeasureBOXXIBDREdgeHow 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%+2.7%BOXXPrice change alone, distributions left out.
Risk
Volatility0.2%1.8%BOXXSpread of weekly returns, annualized. Lower is steadier.
Downside deviation0.2%1.2%BOXXLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−0.1%−1.7%BOXXDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe−0.25−0.01IBDRReturn above Treasury bills per unit of volatility.
Sortino−0.35−0.01IBDRReturn above Treasury bills per unit of downside deviation.
CalmarNot measured2.71Annualized 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 IBDR iShares iBonds Dec 2026 Term Corporate ETF
Where it sits Bond ETF Bond ETF
What it is Actively managed Tracks an index
Total return, 1 year +4.0% +3.9%
Expense ratio 0.19% 0.10%
Holdings not counted 74
Net assets $14.5bn $2.8bn

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

Client brief · page 1 of 2 Report BR-82F6ECFDBD

BOXX and IBDR 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 IBDR follows Bloomberg December 2026 Maturity Corporate Index.
  2. Size. BOXX has $14.5bn in net assets and IBDR $2.8bn (Net assets); BOXX is 5.2 times larger.
  3. One-year total return (similar). Over 1 year to Oct 28, 2026 BOXX returned +4.0% and IBDR +3.9% with distributions reinvested, a gap of 0.1 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.

IBDR

IBDR tracks an index. Over the year to Oct 28, 2026 it returned +3.9% with distributions reinvested. The prospectus expense ratio is 0.10% a year.

Questions people ask

Which returned more over the last year, BOXX or IBDR?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and IBDR +3.9%.
Which is cheaper, BOXX or IBDR?
IBDR 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 IBDR, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-ibdr

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