IQ

Data as of Oct 28, 2026.

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BOXX vs SCHX: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and SCHX an equity index fund, and over the year to Oct 28, 2026, SCHX returned +13.1% against +4.0%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF.

BOXX on its own →SCHX on its own →
At a glance
+4.0%
BOXX total return, 1 year
+13.1%
SCHX total return, 1 year
0.19%
BOXX expense ratio
0.03%
SCHX expense ratio

Pair scorecard

SCHX costs 0.16 points a year less; their one-year returns differ by 9.1 points.

BOXX vs SCHX: Differences, Returns & Fees
MeasureBOXXSCHX
Return
Total return, 1 year+4.0%+13.1%
Benchmark
What it tracksNo index, actively managedDow Jones U.S. Large-Cap Total Stock Market Index
Cost and size
Expense ratio0.19%0.03%
Net assets, BOXX as of Oct 28, 2026 and SCHX as of Aug 31, 2026$14.5bn$74.2bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight94%
Top ten holdings, share of the fund36.0%

Method

Side by side

BOXX Alpha Architect 1-3 Month Box ETF SCHX Schwab U.S. Large-Cap 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
Total return, 1 year +4.0% +13.1%
Its benchmark over the same days not measured +13.7% (IVV)
Gap to its benchmark not measured −0.6 pts vs IVV
Expense ratio 0.19% 0.03%
Holdings not counted 747
Net assets, BOXX as of Oct 28, 2026 and SCHX as of Aug 31, 2026 $14.5bn $74.2bn

BOXX and SCHX 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.

SCHX

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 747 positions, with the top ten at 36.0%.

Questions people ask

Which returned more over the last year, BOXX or SCHX?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and SCHX +13.1%.
Which is cheaper, BOXX or SCHX?
SCHX 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 ITOTBOXX vs VIGBOXX vs SCHBBOXX vs SPYMSCHX vs VBILMINT vs SCHXSCHX vs USFRPULS vs SCHX
Where to next
BOXX on its own →SCHX on its own →Hold both: look the portfolio through →Rankings →BOXX dividend history →SCHX dividend history →SCHX holdings →Standards and sources →
Sources and dates
BOXX filings on SEC EDGAR ↗
BOXX prospectus with the expense ratio (SEC) ↗
Alpha Architect website ↗
SCHX filings on SEC EDGAR ↗
SCHX 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 SCHX, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-schx

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