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Data as of Oct 28, 2026.

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BOXX vs SCHG: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and SCHG an equity index fund, and over the year to Oct 28, 2026, SCHG returned +6.8% against +4.0%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $63.0bn on Aug 31, 2026 for Schwab U.S. Large-Cap Growth ETF.

BOXX on its own →SCHG on its own →
At a glance
+4.0%
BOXX total return, 1 year
+6.8%
SCHG total return, 1 year
0.19%
BOXX expense ratio
0.04%
SCHG expense ratio

Pair scorecard

SCHG costs 0.15 points a year less; their one-year returns differ by 2.8 points.

BOXX vs SCHG: Differences, Returns & Fees
MeasureBOXXSCHG
Return
Total return, 1 year+4.0%+6.8%
Drawdown
Below its high3.5%, high on Oct 6, 2026
Benchmark
What it tracksNo index, actively managedDow Jones U.S. Large-Cap Growth Total Stock Market Index
Cost and size
Expense ratio0.19%0.04%
Net assets, BOXX as of Oct 28, 2026 and SCHG as of Aug 31, 2026$14.5bn$63.0bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight95%
Top ten holdings, share of the fund51.0%

Method

Side by side

BOXX Alpha Architect 1-3 Month Box ETF SCHG Schwab U.S. Large-Cap Growth ETF
Where it sits Bond ETF Stock ETF
Issuer Alpha Architect Schwab
What it is Actively managed Tracks an index of U.S. Large-Cap Growth
Total return, 1 year +4.0% +6.8%
Its benchmark over the same days not measured +13.7% (IVV)
Gap to its benchmark not measured −6.9 pts vs IVV
Expense ratio 0.19% 0.04%
Holdings not counted 192
Net assets, BOXX as of Oct 28, 2026 and SCHG as of Aug 31, 2026 $14.5bn $63.0bn

BOXX and SCHG 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.

SCHG

SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Oct 28, 2026 it returned +6.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% 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 192 positions, with the top ten at 51.0%. It sat 3.5% below its high of Oct 6, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, BOXX or SCHG?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and SCHG +6.8%.
Which is cheaper, BOXX or SCHG?
SCHG is cheaper, by 0.15 percentage points a year. That is about $15 on $10,000 held for a year. Fees come from each fund's prospectus.
Other comparisons
BOXX vs MGKBOXX vs VOOGBOXX vs ONEQBOXX vs QQQSCHG vs VBILMINT vs SCHGSCHG vs USFRPULS vs SCHG
Where to next
BOXX on its own →SCHG on its own →Hold both: look the portfolio through →Rankings →BOXX dividend history →SCHG dividend history →SCHG holdings →Standards and sources →
Sources and dates
BOXX filings on SEC EDGAR ↗
BOXX prospectus with the expense ratio (SEC) ↗
Alpha Architect website ↗
SCHG filings on SEC EDGAR ↗
SCHG prospectus with the expense ratio (SEC) ↗
Schwab website ↗

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

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

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