Data as of Oct 28, 2026.

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BOXX vs SCHD: Differences, Returns & Fees

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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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Net 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.

At a glance
+4.0%
BOXX total return, 1 year
+34.5%
SCHD total return, 1 year
0.19%
BOXX expense ratio
0.06%
SCHD expense ratio

Pair scorecard

SCHD costs 0.13 points a year less; their one-year returns differ by 30.5 points.

BOXX vs SCHD: Differences, Returns & Fees
MeasureBOXXSCHD
Return
Total return, 1 year+4.0%+34.5%
Benchmark
What it tracksNo index, actively managedDow Jones U.S. Dividend 100 Index
Cost and size
Expense ratio0.19%0.06%
Net assets, BOXX as of Oct 28, 2026 and SCHD as of Aug 31, 2026$14.5bn$112.3bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight95%
Top ten holdings, share of the fund41.7%

Method

Side by side

BOXX Alpha Architect 1-3 Month Box ETF SCHD Schwab U.S. Dividend Equity ETF
Where it sits Bond ETF Stock ETF
What it is Actively managed Tracks an index of US dividend
Total return, 1 year +4.0% +34.5%
Expense ratio 0.19% 0.06%
Holdings not counted 99
Net assets, BOXX as of Oct 28, 2026 and SCHD as of Aug 31, 2026 $14.5bn $112.3bn

BOXX and SCHD 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.

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

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