Which returned more over the last year, BOXX or SCHB?

In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and SCHB +13.4%.

Which is cheaper, BOXX or SCHB?

SCHB is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

BOXX vs SCHB: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and SCHB an equity index fund, and over the year to Oct 28, 2026, SCHB returned +13.4% against +4.0%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.

BOXX on its own →SCHB on its own →

At a glance

+4.0%

BOXX total return, 1 year

+13.4%

SCHB total return, 1 year

0.19%

BOXX expense ratio

0.03%

SCHB expense ratio

Pair scorecard

SCHB costs 0.16 points a year less; their one-year returns differ by 9.4 points.

BOXX vs SCHB: Differences, Returns & Fees
Measure	BOXX	SCHB
Return
Measure	BOXX	SCHB
Total return, 1 year	+4.0%	+13.4%
Benchmark
Measure	BOXX	SCHB
What it tracks	No index, actively managed	Dow Jones U.S. Broad Stock Market Index
Cost and size
Measure	BOXX	SCHB
Expense ratio	0.19%	0.03%
Net assets, BOXX as of Oct 28, 2026 and SCHB as of Aug 31, 2026	$14.5bn	$44.6bn
Holdings
Measure	BOXX	SCHB
Holdings in common	not published
In the S&P 500, by weight		88%
Top ten holdings, share of the fund		33.7%

Method

Risk and return

Jan 6, 2023 to Oct 23, 2026 · 198 weekly returns

BOXX SCHB

Return

Total return edge SCHB +18.9% +102.2%

Annualized edge SCHB +4.6% +20.3%

Price return edge SCHB +18.6% +92.7%

Risk

Volatility edge BOXX 0.2% 14.3%

Max drawdown edge BOXX −0.1% −17.4%

Risk-adjusted

Sharpe edge SCHB −0.25 1.05

Sortino edge SCHB −0.35 1.61

Calmar Not measured 1.17

Reading

SCHB returned more: +102.2% to +18.9%. BOXX swung less: 0.2% to 14.3%. BOXX fell less at its worst: −0.1% to −17.4%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: BOXX vs SCHB: Differences, Returns & Fees
Measure	BOXX	SCHB	Edge	How it is measured
Return
Total return	+18.9%	+102.2%	SCHB	Price change plus distributions, reinvested.
Annualized	+4.6%	+20.3%	SCHB	Total return as a yearly rate.
Price return	+18.6%	+92.7%	SCHB	Price change alone, distributions left out.
Risk
Volatility	0.2%	14.3%	BOXX	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	0.2%	9.3%	BOXX	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−0.1%	−17.4%	BOXX	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	−0.25	1.05	SCHB	Return above Treasury bills per unit of volatility.
Sortino	−0.35	1.61	SCHB	Return above Treasury bills per unit of downside deviation.
Calmar	Not measured	1.17		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 Alpha Architect 1-3 Month Box ETF SCHB Schwab U.S. Broad Market ETF

Where it sits Bond ETF Stock ETF

Issuer Alpha Architect Schwab

What it is Actively managed Tracks an index of US broad market

Total return, 1 year +4.0% +13.4%

Expense ratio 0.19% 0.03%

Holdings not counted 2372

Net assets, BOXX as of Oct 28, 2026 and SCHB as of Aug 31, 2026 $14.5bn $44.6bn

BOXX and SCHB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-BD2250B796

BOXX and SCHB do different jobs. What does each one do in a portfolio?

What each follows. BOXX follows No index, actively managed and SCHB follows Dow Jones U.S. Broad Stock Market Index.
One-year total return. Over 1 year to Oct 28, 2026 BOXX returned +4.0% and SCHB +13.4% with distributions reinvested, a gap of 9.4 points.
Cost. BOXX charges 0.19% of assets a year and SCHB 0.03%, a gap of 0.16 points.

Data as of Oct 28, 2026.

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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.

SCHB

SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.

Questions people ask

Which returned more over the last year, BOXX or SCHB?: In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and SCHB +13.4%.
Which is cheaper, BOXX or SCHB?: SCHB is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

BOXX vs DYNF BOXX vs QUAL BOXX vs SCHX BOXX vs RDVY SCHB vs VBIL MINT vs SCHB SCHB vs USFR PULS vs SCHB

Where to next

BOXX on its own →SCHB on its own →Hold both: look the portfolio through →Rankings →BOXX dividend history →SCHB dividend history →SCHB holdings →Standards and sources →

Sources and dates

BOXX filings on SEC EDGAR ↗

BOXX prospectus with the expense ratio (SEC) ↗

Alpha Architect website ↗

SCHB filings on SEC EDGAR ↗

SCHB prospectus with the expense ratio (SEC) ↗

Schwab website ↗

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

Cite this pageCitation, APA and Markdown

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

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