Data as of Oct 28, 2026.
BOXX vs SPHQ: Differences, Returns & Fees
BOXX is an actively managed short-term fund and SPHQ an equity index fund, and over the year to Oct 28, 2026, SPHQ returned +14.1% against +4.0%.
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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $18.7bn on Oct 27, 2026 for Invesco S&P 500 Quality ETF.
Pair scorecard
SPHQ costs 0.04 points a year less; their one-year returns differ by 10.1 points; SPHQ is 1.3 times larger.
| Measure | BOXX | SPHQ |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +14.1% |
| Drawdown | ||
| Below its high | 6.4%, high on Jun 30, 2026 | |
| Benchmark | ||
| What it tracks | No index, actively managed | S&P 500 Quality Index |
| Cost and size | ||
| Expense ratio | 0.19% | 0.15% |
| Net assets, as of Oct 26, 2026 | $14.4bn | $18.7bn |
| Holdings | ||
| Holdings in common | not published | |
| In the S&P 500, by weight | 100% | |
| Top ten holdings, share of the fund | 43.3% | |
Side by side
BOXX and SPHQ 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.
SPHQ
SPHQ tracks the S&P 500 Quality. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 102 positions, with the top ten at 43.3%. It sat 6.4% below its high of Jun 30, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BOXX or SPHQ?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and SPHQ +14.1%.
- Which is cheaper, BOXX or SPHQ?
- SPHQ is cheaper, by 0.04 percentage points a year. That is about $4 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 SPHQ, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-sphq
ETFIQ. (Oct 28, 2026). BOXX against SPHQ. Retrieved from https://etfiq.com/compare/any/boxx-vs-sphq
[BOXX against SPHQ (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-sphq)
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