Data as of Oct 28, 2026.
BOXX vs VYM: Differences, Returns & Fees
BOXX is an actively managed short-term fund and VYM an equity index fund, and over the year to Oct 28, 2026, VYM returned +18.0% against +4.0%.
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askIQ about BOXX and VYMNet assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $78.9bn on Sep 30, 2026 for Vanguard High Dividend Yield ETF.
Pair scorecard
VYM costs 0.15 points a year less; their one-year returns differ by 14.0 points.
| Measure | BOXX | VYM |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +18.0% |
| Benchmark | ||
| What it tracks | No index, actively managed | FTSE High Dividend Yield Index |
| Cost and size | ||
| Expense ratio | 0.19% | 0.04% |
| Net assets, BOXX as of Oct 28, 2026 and VYM as of Sep 30, 2026 | $14.5bn | $78.9bn |
| Holdings | ||
| Holdings in common | not published | |
| In the S&P 500, by weight | 90% | |
| Top ten holdings, share of the fund | 26.2% | |
Risk and return
Jan 6, 2023 to Oct 23, 2026 · 198 weekly returnsVYM returned more: +61.8% to +18.9%. BOXX swung less: 0.2% to 12.2%. BOXX fell less at its worst: −0.1% to −12.1%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BOXX | VYM | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +18.9% | +61.8% | VYM | Price change plus distributions, reinvested. |
| Annualized | +4.6% | +13.5% | VYM | Total return as a yearly rate. |
| Price return | +18.6% | +45.8% | VYM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 0.2% | 12.2% | BOXX | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 0.2% | 8.4% | BOXX | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −0.1% | −12.1% | BOXX | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | −0.25 | 0.72 | VYM | Return above Treasury bills per unit of volatility. |
| Sortino | −0.35 | 1.04 | VYM | Return above Treasury bills per unit of downside deviation. |
| Calmar | Not measured | 1.11 | 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 VYM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BOXX and VYM do different jobs. What does each one do in a portfolio?
- What each follows. BOXX follows No index, actively managed and VYM follows FTSE High Dividend Yield Index.
- One-year total return. Over 1 year to Oct 28, 2026 BOXX returned +4.0% and VYM +18.0% with distributions reinvested, a gap of 14.0 points.
- Cost. BOXX charges 0.19% of assets a year and VYM 0.04%, a gap of 0.15 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.
VYM
VYM tracks an index of US high dividend. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 595 positions, with the top ten at 26.2%.
Questions people ask
- Which returned more over the last year, BOXX or VYM?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and VYM +18.0%.
- Which is cheaper, BOXX or VYM?
- VYM 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.
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ETFIQ, BOXX against VYM, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-vym
ETFIQ. (Oct 28, 2026). BOXX against VYM. Retrieved from https://etfiq.com/compare/any/boxx-vs-vym
[BOXX against VYM (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-vym)
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