Data as of Oct 28, 2026.

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BOXX vs IJR: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and IJR an equity index fund, and over the year to Oct 28, 2026, IJR returned +17.5% against +4.0%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $104.6bn on Oct 27, 2026 for iShares Core S&P Small-Cap ETF.

At a glance
+4.0%
BOXX total return, 1 year
+17.5%
IJR total return, 1 year
0.19%
BOXX expense ratio
0.06%
IJR expense ratio

Pair scorecard

IJR costs 0.13 points a year less; their one-year returns differ by 13.5 points; IJR is 7.2 times larger.

BOXX vs IJR: Differences, Returns & Fees
MeasureBOXXIJR
Return
Total return, 1 year+4.0%+17.5%
Drawdown
Below its high6.8%, high on Aug 14, 2026
Benchmark
What it tracksNo index, actively managedS&P SmallCap 600
Cost and size
Expense ratio0.19%0.06%
Net assets, as of Oct 26, 2026$14.4bn$104.0bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight0%
Top ten holdings, share of the fund5.3%

Method

Side by side

BOXX Alpha Architect 1-3 Month Box ETF IJR iShares Core S&P Small-Cap ETF
Where it sits Bond ETF Stock ETF
What it is Actively managed Tracks the S&P SmallCap 600
Total return, 1 year +4.0% +17.5%
Its benchmark over the same days not measured +17.6% (SPSM)
Gap to its benchmark not measured −0.1 pts vs SPSM
Expense ratio 0.19% 0.06%
Holdings not counted 642
Net assets, BOXX as of Oct 28, 2026 and IJR as of Oct 27, 2026 $14.5bn $104.6bn

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

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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.

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, BOXX or IJR?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and IJR +17.5%.
Which is cheaper, BOXX or IJR?
IJR is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against IJR, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-ijr

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