Data as of Oct 28, 2026.

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BOXX vs IWM: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and IWM an equity index fund, and over the year to Oct 28, 2026, IWM returned +14.1% against +4.0%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $75.5bn on Oct 27, 2026 for iShares Russell 2000 ETF.

At a glance
+4.0%
BOXX total return, 1 year
+14.1%
IWM total return, 1 year
0.19%
BOXX expense ratio
0.19%
IWM expense ratio

Pair scorecard

Both cost 0.19% a year; their one-year returns differ by 10.1 points; IWM is 5.2 times larger.

Points (pts) are percentage points.

BOXX vs IWM: Differences, Returns & Fees
MeasureBOXXIWM
Return
Total return, 1 year+4.0%+14.1%
Drawdown
Below its high7.6%, high on Aug 14, 2026
Benchmark
What it tracksNo index, actively managedRussell 2000 Index
Cost and size
Expense ratio0.19%0.19%
Net assets, as of Oct 26, 2026$14.4bn$74.6bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight0%
Top ten holdings, share of the fund3.3%

Method

Side by side

BOXX Alpha Architect 1-3 Month Box ETF IWM iShares Russell 2000 ETF
Where it sits Bond ETF Stock ETF
What it is Actively managed Tracks the Russell 2000
Total return, 1 year +4.0% +14.1%
Its benchmark over the same days not measured +14.3% (VTWO)
Gap to its benchmark not measured −0.2 pts vs VTWO
Expense ratio 0.19% 0.19%
Holdings not counted 1977
Net assets, BOXX as of Oct 28, 2026 and IWM as of Oct 27, 2026 $14.5bn $75.5bn

BOXX and IWM 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.

IWM

IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. 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 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, BOXX or IWM?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and IWM +14.1%.
Which is cheaper, BOXX or IWM?
Neither: BOXX and IWM both charge 0.19% a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against IWM, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-iwm

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