Data as of Oct 28, 2026.

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BOXX vs IYE: Differences, Returns & Fees

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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%.

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Net assets on Oct 28, 2026: $14.5bn for Alpha Architect 1-3 Month Box ETF and $1.8bn for iShares U.S. Energy ETF.

At a glance
+4.0%
BOXX total return, 1 year
+58.8%
IYE total return, 1 year
0.19%
BOXX expense ratio
0.37%
IYE expense ratio

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.

BOXX vs IYE: Differences, Returns & Fees
MeasureBOXXIYE
Return
Total return, 1 year+4.0%+58.8%
Benchmark
What it tracksNo index, actively managedRussell 1000 Energy RIC 22
Cost and size
Expense ratio0.19%0.37%
Net assets$14.5bn$1.8bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight67%
Holdings datedOct 27, 2026
Top ten holdings, share of the fund71.5%

Method

Side by side

BOXX Alpha Architect 1-3 Month Box ETF IYE iShares U.S. Energy ETF
Where it sits Bond ETF Stock ETF
What it is Actively managed Tracks an index of U.S. Energy
Total return, 1 year +4.0% +58.8%
Expense ratio 0.19% 0.37%
Holdings not counted 41
Net assets $14.5bn $1.8bn

BOXX and IYE 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.

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

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