Data as of Oct 28, 2026.
BOXX vs URTH: Differences, Returns & Fees
BOXX is an actively managed short-term fund and URTH an equity index fund, and over the year to Oct 28, 2026, URTH returned +13.1% against +4.0%.
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Net assets on Oct 28, 2026: $14.5bn for Alpha Architect 1-3 Month Box ETF and $8.9bn for iShares MSCI World ETF.
Pair scorecard
BOXX costs 0.05 points a year less; their one-year returns differ by 9.1 points; BOXX is 1.6 times larger.
| Measure | BOXX | URTH |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +13.1% |
| Benchmark | ||
| What it tracks | No index, actively managed | MSCI World Index |
| Cost and size | ||
| Expense ratio | 0.19% | 0.24% |
| Net assets | $14.5bn | $8.9bn |
| Holdings | ||
| Holdings in common | not published | |
| In the S&P 500, by weight | 69% | |
| Holdings dated | Oct 27, 2026 | |
| Top ten holdings, share of the fund | 27.2% | |
Risk and return
Jan 6, 2023 to Oct 23, 2026 · 198 weekly returnsURTH returned more: +94.5% to +18.9%. BOXX swung less: 0.2% to 13.6%. BOXX fell less at its worst: −0.1% to −14.9%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BOXX | URTH | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +18.9% | +94.5% | URTH | Price change plus distributions, reinvested. |
| Annualized | +4.6% | +19.1% | URTH | Total return as a yearly rate. |
| Price return | +18.6% | +84.1% | URTH | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 0.2% | 13.6% | BOXX | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 0.2% | 8.9% | BOXX | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −0.1% | −14.9% | BOXX | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | −0.25 | 1.02 | URTH | Return above Treasury bills per unit of volatility. |
| Sortino | −0.35 | 1.55 | URTH | Return above Treasury bills per unit of downside deviation. |
| Calmar | Not measured | 1.28 | Annualized return divided by the max drawdown. | |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 198 weekly returns. Cash rate: the 13-week Treasury bill.
Side by side
BOXX and URTH on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BOXX and URTH do different jobs. What does each one do in a portfolio?
- What each follows. BOXX follows No index, actively managed and URTH follows MSCI World Index.
- One-year total return. Over 1 year to Oct 28, 2026 BOXX returned +4.0% and URTH +13.1% with distributions reinvested, a gap of 9.1 points.
- Cost (similar). BOXX charges 0.19% of assets a year and URTH 0.24%, a gap of 0.05 points.
Data as of Oct 28, 2026.
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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.
URTH
URTH tracks the MSCI World. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.4% for its benchmark, the MSCI All Country World Index. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 27, 2026, 69% of the fund by weight is stocks the S&P 500 also holds, across 1,254 positions, with the top ten at 27.2%.
Questions people ask
- Which returned more over the last year, BOXX or URTH?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and URTH +13.1%.
- Which is cheaper, BOXX or URTH?
- BOXX is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, BOXX against URTH, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-urth
ETFIQ. (Oct 28, 2026). BOXX against URTH. Retrieved from https://etfiq.com/compare/any/boxx-vs-urth
[BOXX against URTH (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-urth)
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