Data as of Oct 28, 2026.
BOXX vs SCHD: Differences, Returns & Fees
BOXX is an actively managed short-term fund and SCHD an equity index fund, and over the year to Oct 28, 2026, SCHD returned +34.5% against +4.0%.
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askIQ about BOXX and SCHDNet assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $112.3bn on Aug 31, 2026 for Schwab U.S. Dividend Equity ETF.
Pair scorecard
SCHD costs 0.13 points a year less; their one-year returns differ by 30.5 points.
| Measure | BOXX | SCHD |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +34.5% |
| Benchmark | ||
| What it tracks | No index, actively managed | Dow Jones U.S. Dividend 100 Index |
| Cost and size | ||
| Expense ratio | 0.19% | 0.06% |
| Net assets, BOXX as of Oct 28, 2026 and SCHD as of Aug 31, 2026 | $14.5bn | $112.3bn |
| Holdings | ||
| Holdings in common | not published | |
| In the S&P 500, by weight | 95% | |
| Top ten holdings, share of the fund | 41.7% | |
Side by side
BOXX and SCHD 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.
SCHD
SCHD tracks an index of US dividend. Over the year to Oct 28, 2026 it returned +34.5% with distributions reinvested. The prospectus expense ratio is 0.06% a year. By its holdings filed for Aug 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 41.7%.
Questions people ask
- Which returned more over the last year, BOXX or SCHD?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and SCHD +34.5%.
- Which is cheaper, BOXX or SCHD?
- SCHD is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
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ETFIQ, BOXX against SCHD, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-schd
ETFIQ. (Oct 28, 2026). BOXX against SCHD. Retrieved from https://etfiq.com/compare/any/boxx-vs-schd
[BOXX against SCHD (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-schd)
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