Data as of Oct 28, 2026.
BOXX vs RDVY: Differences, Returns & Fees
BOXX is an actively managed short-term fund and RDVY an equity index fund, and over the year to Oct 28, 2026, RDVY returned +17.6% against +4.0%.
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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $25.4bn on Oct 27, 2026 for First Trust Rising Dividend Achievers ETF.
Pair scorecard
BOXX costs 0.28 points a year less; their one-year returns differ by 13.6 points; RDVY is 1.8 times larger.
| Measure | BOXX | RDVY |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +17.6% |
| Drawdown | ||
| Below its high | 5.3%, high on Aug 13, 2026 | |
| Benchmark | ||
| What it tracks | No index, actively managed | Nasdaq US Rising Dividend Achievers Index |
| Cost and size | ||
| Expense ratio | 0.19% | 0.47% |
| Net assets, as of Oct 26, 2026 | $14.4bn | $25.3bn |
| Holdings | ||
| Holdings in common | not published | |
| In the S&P 500, by weight | 94% | |
| Top ten holdings, share of the fund | 22.1% | |
Risk and return
Jan 6, 2023 to Oct 23, 2026 · 198 weekly returnsRDVY returned more: +83.9% to +18.9%. BOXX swung less: 0.2% to 15.8%. BOXX fell less at its worst: −0.1% to −17.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BOXX | RDVY | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +18.9% | +83.9% | RDVY | Price change plus distributions, reinvested. |
| Annualized | +4.6% | +17.4% | RDVY | Total return as a yearly rate. |
| Price return | +18.6% | +73.5% | RDVY | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 0.2% | 15.8% | BOXX | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 0.2% | 10.5% | BOXX | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −0.1% | −17.2% | BOXX | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | −0.25 | 0.80 | RDVY | Return above Treasury bills per unit of volatility. |
| Sortino | −0.35 | 1.21 | RDVY | Return above Treasury bills per unit of downside deviation. |
| Calmar | Not measured | 1.01 | Annualized 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 and RDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BOXX and RDVY do different jobs. What does each one do in a portfolio?
- What each follows. BOXX follows No index, actively managed and RDVY follows Nasdaq US Rising Dividend Achievers Index.
- One-year total return. Over 1 year to Oct 28, 2026 BOXX returned +4.0% and RDVY +17.6% with distributions reinvested, a gap of 13.6 points.
- Cost. BOXX charges 0.19% of assets a year and RDVY 0.47%, a gap of 0.28 points.
Data as of Oct 28, 2026.
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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.
RDVY
RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 22.1%. It sat 5.3% below its high of Aug 13, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BOXX or RDVY?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and RDVY +17.6%.
- Which is cheaper, BOXX or RDVY?
- BOXX is cheaper, by 0.28 percentage points a year. That is about $28 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against RDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-rdvy
ETFIQ. (Oct 28, 2026). BOXX against RDVY. Retrieved from https://etfiq.com/compare/any/boxx-vs-rdvy
[BOXX against RDVY (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-rdvy)
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