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Data as of Oct 28, 2026.

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Across categories

BOXX vs IWD: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and IWD an equity index fund, and over the year to Oct 28, 2026, IWD returned +27.5% against +4.0%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $83.0bn on Oct 27, 2026 for iShares Russell 1000 Value ETF.

BOXX on its own →IWD on its own →
At a glance
+4.0%
BOXX total return, 1 year
+27.5%
IWD total return, 1 year
0.19%
BOXX expense ratio
0.18%
IWD expense ratio

Pair scorecard

IWD costs 0.01 points a year less; their one-year returns differ by 23.5 points; IWD is 5.9 times larger.

BOXX vs IWD: Differences, Returns & Fees
MeasureBOXXIWD
Return
Total return, 1 year+4.0%+27.5%
Benchmark
What it tracksNo index, actively managedRussell 1000 Value Index
Cost and size
Expense ratio0.19%0.18%
Net assets, as of Oct 26, 2026$14.4bn$84.8bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight90%
Top ten holdings, share of the fund29.6%

Method

Side by side

BOXX Alpha Architect 1-3 Month Box ETF IWD iShares Russell 1000 Value ETF
Where it sits Bond ETF Stock ETF
Issuer Alpha Architect iShares
What it is Actively managed Tracks the Russell 1000 value
Total return, 1 year +4.0% +27.5%
Its benchmark over the same days not measured +27.7% (VONV)
Gap to its benchmark not measured −0.2 pts vs VONV
Expense ratio 0.19% 0.18%
Holdings not counted 871
Net assets, BOXX as of Oct 28, 2026 and IWD as of Oct 27, 2026 $14.5bn $83.0bn

BOXX and IWD 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.

IWD

IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.

Questions people ask

Which returned more over the last year, BOXX or IWD?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and IWD +27.5%.
Which is cheaper, BOXX or IWD?
IWD 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.
Other comparisons
BOXX vs SCHDBOXX vs VTVBOXX vs VYMBOXX vs DGROIWD vs VBILIWD vs MINTIWD vs USFRIWD vs PULS
Where to next
BOXX on its own →IWD on its own →Hold both: look the portfolio through →Rankings →BOXX dividend history →IWD dividend history →IWD holdings →Standards and sources →
Sources and dates
BOXX filings on SEC EDGAR ↗
BOXX prospectus with the expense ratio (SEC) ↗
Alpha Architect website ↗
IWD filings on SEC EDGAR ↗
IWD prospectus with the expense ratio (SEC) ↗
iShares page for IWD ↗

Links are sources, not endorsements. A comparison is not a recommendation.

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ETFIQ, BOXX against IWD, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-iwd

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