Data as of Oct 28, 2026.
BOXX vs IYE: Differences, Returns & Fees
BOXX is an actively managed short-term fund and IYE an equity index fund, and over the year to Oct 28, 2026, IYE returned +58.8% against +4.0%.
askIQ about this page
askIQ about BOXX and IYENet assets on Oct 28, 2026: $14.5bn for Alpha Architect 1-3 Month Box ETF and $1.8bn for iShares U.S. Energy ETF.
Pair scorecard
BOXX costs 0.18 points a year less; their one-year returns differ by 54.8 points; BOXX is 8.1 times larger.
| Measure | BOXX | IYE |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +58.8% |
| Benchmark | ||
| What it tracks | No index, actively managed | Russell 1000 Energy RIC 22 |
| Cost and size | ||
| Expense ratio | 0.19% | 0.37% |
| Net assets | $14.5bn | $1.8bn |
| Holdings | ||
| Holdings in common | not published | |
| In the S&P 500, by weight | 67% | |
| Holdings dated | Oct 27, 2026 | |
| Top ten holdings, share of the fund | 71.5% | |
Side by side
BOXX and IYE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
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.
IYE
IYE tracks an index of U.S. Energy. Over the year to Oct 28, 2026 it returned +58.8% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 67% of the fund by weight is stocks the S&P 500 also holds, across 41 positions, with the top ten at 71.5%.
Questions people ask
- Which returned more over the last year, BOXX or IYE?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and IYE +58.8%.
- Which is cheaper, BOXX or IYE?
- BOXX is cheaper, by 0.18 percentage points a year. That is about $18 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against IYE, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-iye
ETFIQ. (Oct 28, 2026). BOXX against IYE. Retrieved from https://etfiq.com/compare/any/boxx-vs-iye
[BOXX against IYE (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-iye)
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