Data as of Oct 28, 2026.

vsCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Across categories

BOXX vs VYM: Differences, Returns & Fees

Share
Share on XDownload as PDF

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%.

askIQ about this page

askIQ about BOXX and VYM

Net 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.

At a glance
+4.0%
BOXX total return, 1 year
+18.0%
VYM total return, 1 year
0.19%
BOXX expense ratio
0.04%
VYM expense ratio

Pair scorecard

VYM costs 0.15 points a year less; their one-year returns differ by 14.0 points.

BOXX vs VYM: Differences, Returns & Fees
MeasureBOXXVYM
Return
Total return, 1 year+4.0%+18.0%
Benchmark
What it tracksNo index, actively managedFTSE High Dividend Yield Index
Cost and size
Expense ratio0.19%0.04%
Net assets, BOXX as of Oct 28, 2026 and VYM as of Sep 30, 2026$14.5bn$78.9bn
Holdings
Holdings in commonnot published
In the S&P 500, by weight90%
Top ten holdings, share of the fund26.2%

Method

Risk and return

Jan 6, 2023 to Oct 23, 2026 · 198 weekly returns
BOXX VYM
Return
Total return edge VYM +18.9% +61.8%
Annualized edge VYM +4.6% +13.5%
Price return edge VYM +18.6% +45.8%
Risk
Volatility edge BOXX 0.2% 12.2%
Max drawdown edge BOXX −0.1% −12.1%
Risk-adjusted
Sharpe edge VYM −0.25 0.72
Sortino edge VYM −0.35 1.04
Calmar Not measured 1.11
Reading

VYM 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 ↓
Risk and return: BOXX vs VYM: Differences, Returns & Fees
MeasureBOXXVYMEdgeHow it is measured
Return
Total return+18.9%+61.8%VYMPrice change plus distributions, reinvested.
Annualized+4.6%+13.5%VYMTotal return as a yearly rate.
Price return+18.6%+45.8%VYMPrice change alone, distributions left out.
Risk
Volatility0.2%12.2%BOXXSpread of weekly returns, annualized. Lower is steadier.
Downside deviation0.2%8.4%BOXXLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−0.1%−12.1%BOXXDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe−0.250.72VYMReturn above Treasury bills per unit of volatility.
Sortino−0.351.04VYMReturn above Treasury bills per unit of downside deviation.
CalmarNot measured1.11Annualized 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 Alpha Architect 1-3 Month Box ETF VYM Vanguard High Dividend Yield ETF
Where it sits Bond ETF Stock ETF
What it is Actively managed Tracks an index of US high dividend
Total return, 1 year +4.0% +18.0%
Expense ratio 0.19% 0.04%
Holdings not counted 595
Net assets, BOXX as of Oct 28, 2026 and VYM as of Sep 30, 2026 $14.5bn $78.9bn

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

Client brief · page 1 of 2 Report BR-90D827C4D4

BOXX and VYM do different jobs. What does each one do in a portfolio?

  1. What each follows. BOXX follows No index, actively managed and VYM follows FTSE High Dividend Yield Index.
  2. 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.
  3. 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.

The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.

Your saved page · Privacy.

Alert

The week's ETF fund flows, by email on Sundays.

One-click unsubscribe. See Privacy.

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.

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.
Other comparisons
Cite this pageCitation, APA and Markdown

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

Open data →

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