Data as of Oct 28, 2026.

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BOXX vs IJT: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and IJT an equity index fund, and over the year to Oct 28, 2026, IJT returned +15.4% against +4.0%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $7.5bn on Oct 27, 2026 for iShares S&P Small-Cap 600 Growth ETF.

At a glance
+4.0%
BOXX total return, 1 year
+15.4%
IJT total return, 1 year
0.19%
BOXX expense ratio
0.18%
IJT expense ratio

Pair scorecard

IJT costs 0.01 points a year less; their one-year returns differ by 11.4 points; BOXX is 1.9 times larger.

BOXX vs IJT: Differences, Returns & Fees
MeasureBOXXIJT
Return
Total return, 1 year+4.0%+15.4%
Drawdown
Below its high8.2%, high on Aug 4, 2026
Benchmark
What it tracksNo index, actively managedS&P SmallCap 600 Growth Index
Cost and size
Expense ratio0.19%0.18%
Net assets, as of Oct 26, 2026$14.4bn$7.6bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight0%
Top ten holdings, share of the fund9.6%

Method

Risk and return

Jan 6, 2023 to Oct 23, 2026 · 198 weekly returns
BOXX IJT
Return
Total return edge IJT +18.9% +52.1%
Annualized edge IJT +4.6% +11.7%
Price return edge IJT +18.6% +46.7%
Risk
Volatility edge BOXX 0.2% 18.2%
Max drawdown edge BOXX −0.1% −24.1%
Risk-adjusted
Sharpe edge IJT −0.25 0.44
Sortino edge IJT −0.35 0.66
Calmar Not measured 0.48
Reading

IJT returned more: +52.1% to +18.9%. BOXX swung less: 0.2% to 18.2%. BOXX fell less at its worst: −0.1% to −24.1%.

Full scorecard

9 measures, with how each is measured
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Risk and return: BOXX vs IJT: Differences, Returns & Fees
MeasureBOXXIJTEdgeHow it is measured
Return
Total return+18.9%+52.1%IJTPrice change plus distributions, reinvested.
Annualized+4.6%+11.7%IJTTotal return as a yearly rate.
Price return+18.6%+46.7%IJTPrice change alone, distributions left out.
Risk
Volatility0.2%18.2%BOXXSpread of weekly returns, annualized. Lower is steadier.
Downside deviation0.2%12.3%BOXXLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−0.1%−24.1%BOXXDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe−0.250.44IJTReturn above Treasury bills per unit of volatility.
Sortino−0.350.66IJTReturn above Treasury bills per unit of downside deviation.
CalmarNot measured0.48Annualized 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 IJT iShares S&P Small-Cap 600 Growth ETF
Where it sits Bond ETF Stock ETF
What it is Actively managed Tracks the S&P Small-Cap 600 Growth
Total return, 1 year +4.0% +15.4%
Its benchmark over the same days not measured +15.6% (SLYG)
Gap to its benchmark not measured −0.2 pts vs SLYG
Expense ratio 0.19% 0.18%
Holdings not counted 369
Net assets, BOXX as of Oct 28, 2026 and IJT as of Oct 27, 2026 $14.5bn $7.5bn

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

Client brief · page 1 of 2 Report BR-D128366031

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

  1. What each follows. BOXX follows No index, actively managed and IJT follows S&P SmallCap 600 Growth Index.
  2. One-year total return. Over 1 year to Oct 28, 2026 BOXX returned +4.0% and IJT +15.4% with distributions reinvested, a gap of 11.4 points.
  3. Cost (similar). BOXX charges 0.19% of assets a year and IJT 0.18%, a gap of 0.01 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.

IJT

IJT tracks the S&P Small-Cap 600 Growth. Over the year to Oct 28, 2026 it returned +15.4% with distributions reinvested, against +15.6% for its benchmark, the S&P SmallCap 600 Growth Index. The prospectus expense ratio is 0.18% 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 369 positions, with the top ten at 9.6%. It sat 8.2% below its high of Aug 4, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, BOXX or IJT?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and IJT +15.4%.
Which is cheaper, BOXX or IJT?
IJT is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against IJT, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-ijt

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