Data as of Oct 28, 2026.
BOXX vs IBTG: Differences, Returns & Fees
Over the year to Oct 28, 2026, BOXX returned +4.0% to IBTG's +3.6%, and IBTG charges 0.07% 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 $1.9bn on Oct 27, 2026 for iShares iBonds Dec 2026 Term Treasury ETF.
Pair scorecard
IBTG costs 0.12 points a year less; their one-year returns differ by 0.4 points; BOXX is 7.6 times larger.
| Measure | BOXX | IBTG |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +3.6% |
| Benchmark | ||
| What it tracks | No index, actively managed | ICE 2026 Maturity US Treasury Index |
| Cost and size | ||
| Expense ratio | 0.19% | 0.07% |
| Net assets, as of Oct 26, 2026 | $14.4bn | $1.9bn |
| Holdings | ||
| Holdings in common | report 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 returnsBOXX returned more: +18.9% to +15.4%. BOXX swung less: 0.2% to 2.1%. BOXX fell less at its worst: −0.1% to −2.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BOXX | IBTG | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +18.9% | +15.4% | BOXX | Price change plus distributions, reinvested. |
| Annualized | +4.6% | +3.8% | BOXX | Total return as a yearly rate. |
| Price return | +18.6% | −0.3% | BOXX | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 0.2% | 2.1% | BOXX | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 0.2% | 1.4% | BOXX | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −0.1% | −2.2% | BOXX | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | −0.25 | −0.39 | BOXX | Return above Treasury bills per unit of volatility. |
| Sortino | −0.35 | −0.58 | BOXX | Return above Treasury bills per unit of downside deviation. |
| Calmar | Not measured | 1.73 | 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 and IBTG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BOXX and IBTG are built for the same job. How do they differ in cost, holdings and results?
- What each follows. BOXX follows No index, actively managed and IBTG follows ICE 2026 Maturity US Treasury Index.
- Cost. BOXX charges 0.19% of assets a year and IBTG 0.07%, a gap of 0.12 points.
- Size. BOXX has $14.4bn in net assets and IBTG $1.9bn (net assets, as of Oct 26, 2026); BOXX is 7.6 times larger.
Data as of Oct 28, 2026.
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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.
IBTG
IBTG tracks an index. Over the year to Oct 28, 2026 it returned +3.6% with distributions reinvested. The prospectus expense ratio is 0.07% a year.
Questions people ask
- Which returned more over the last year, BOXX or IBTG?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and IBTG +3.6%.
- Which is cheaper, BOXX or IBTG?
- IBTG is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against IBTG, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-ibtg
ETFIQ. (Oct 28, 2026). BOXX against IBTG. Retrieved from https://etfiq.com/compare/any/boxx-vs-ibtg
[BOXX against IBTG (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-ibtg)
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