Data as of Oct 28, 2026.
BOXX vs IBTH: Differences, Returns & Fees
Over the year to Oct 28, 2026, BOXX returned +4.0% to IBTH's +2.9%, and IBTH 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 $2.4bn on Oct 27, 2026 for iShares iBonds Dec 2027 Term Treasury ETF.
Pair scorecard
IBTH costs 0.12 points a year less; their one-year returns differ by 1.1 points; BOXX is 6.0 times larger.
| Measure | BOXX | IBTH |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +2.9% |
| Benchmark | ||
| What it tracks | No index, actively managed | ICE 2027 Maturity US Treasury Index |
| Cost and size | ||
| Expense ratio | 0.19% | 0.07% |
| Net assets, as of Oct 26, 2026 | $14.4bn | $2.4bn |
| 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 +14.4%. BOXX swung less: 0.2% to 3.0%. BOXX fell less at its worst: −0.1% to −3.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BOXX | IBTH | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +18.9% | +14.4% | BOXX | Price change plus distributions, reinvested. |
| Annualized | +4.6% | +3.6% | BOXX | Total return as a yearly rate. |
| Price return | +18.6% | −0.9% | BOXX | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 0.2% | 3.0% | BOXX | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 0.2% | 2.0% | BOXX | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −0.1% | −3.2% | BOXX | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | −0.25 | −0.35 | BOXX | Return above Treasury bills per unit of volatility. |
| Sortino | −0.35 | −0.51 | BOXX | Return above Treasury bills per unit of downside deviation. |
| Calmar | Not measured | 1.14 | 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 IBTH on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BOXX and IBTH 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 IBTH follows ICE 2027 Maturity US Treasury Index.
- Cost. BOXX charges 0.19% of assets a year and IBTH 0.07%, a gap of 0.12 points.
- Size. BOXX has $14.4bn in net assets and IBTH $2.4bn (net assets, as of Oct 26, 2026); BOXX is 6.0 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.
IBTH
IBTH tracks an index. Over the year to Oct 28, 2026 it returned +2.9% with distributions reinvested. The prospectus expense ratio is 0.07% a year.
Questions people ask
- Which returned more over the last year, BOXX or IBTH?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and IBTH +2.9%.
- Which is cheaper, BOXX or IBTH?
- IBTH 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 IBTH, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-ibth
ETFIQ. (Oct 28, 2026). BOXX against IBTH. Retrieved from https://etfiq.com/compare/any/boxx-vs-ibth
[BOXX against IBTH (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-ibth)
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