Which returned more over the last year, BOXX or VLUE?

In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and VLUE +54.7%.

Which is cheaper, BOXX or VLUE?

VLUE 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.

Data as of Oct 28, 2026.

Across categories

BOXX vs VLUE: Differences, Returns & Fees

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BOXX is an actively managed short-term fund and VLUE an equity index fund, and over the year to Oct 28, 2026, VLUE returned +54.7% against +4.0%.

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Net assets on Oct 28, 2026: $14.5bn for Alpha Architect 1-3 Month Box ETF and $9.4bn for iShares MSCI USA Value Factor ETF.

BOXX on its own →VLUE on its own →

At a glance

+4.0%

BOXX total return, 1 year

+54.7%

VLUE total return, 1 year

0.19%

BOXX expense ratio

0.15%

VLUE expense ratio

Pair scorecard

VLUE costs 0.04 points a year less; their one-year returns differ by 50.7 points; BOXX is 1.5 times larger.

BOXX vs VLUE: Differences, Returns & Fees
Measure	BOXX	VLUE
Return
Measure	BOXX	VLUE
Total return, 1 year	+4.0%	+54.7%
Benchmark
Measure	BOXX	VLUE
What it tracks	No index, actively managed	MSCI USA Enhanced Value Index
Cost and size
Measure	BOXX	VLUE
Expense ratio	0.19%	0.15%
Net assets	$14.5bn	$9.4bn
Holdings
Measure	BOXX	VLUE
Holdings in common	not published
In the S&P 500, by weight		97%
Holdings dated		Oct 27, 2026
Top ten holdings, share of the fund		42.8%

Method

Side by side

BOXX Alpha Architect 1-3 Month Box ETF VLUE iShares MSCI USA Value Factor ETF

Where it sits Bond ETF Stock ETF

Issuer Alpha Architect iShares

What it is Actively managed Tracks the MSCI USA Value Factor

Total return, 1 year +4.0% +54.7%

Its benchmark over the same days not measured +13.6% (MLRG)

Gap to its benchmark not measured +41.1 pts vs MLRG

Expense ratio 0.19% 0.15%

Holdings not counted 148

Net assets $14.5bn $9.4bn

BOXX and VLUE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

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.

VLUE

VLUE tracks the MSCI USA Value Factor. Over the year to Oct 28, 2026 it returned +54.7% with distributions reinvested, against +13.6% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 148 positions, with the top ten at 42.8%.

Questions people ask

Which returned more over the last year, BOXX or VLUE?: In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and VLUE +54.7%.
Which is cheaper, BOXX or VLUE?: VLUE 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.

Other comparisons

BOXX vs SPHD BOXX vs FNDX BOXX vs CGDV BOXX vs DGRO VBIL vs VLUE MINT vs VLUE USFR vs VLUE PULS vs VLUE

Where to next

BOXX on its own →VLUE on its own →Hold both: look the portfolio through →Rankings →BOXX dividend history →VLUE dividend history →VLUE holdings →Standards and sources →

Sources and dates

BOXX filings on SEC EDGAR ↗

BOXX prospectus with the expense ratio (SEC) ↗

Alpha Architect website ↗

VLUE filings on SEC EDGAR ↗

VLUE prospectus with the expense ratio (SEC) ↗

iShares page for VLUE ↗

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

Cite this pageCitation, APA and Markdown

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

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.