Data as of Oct 28, 2026.
BOXX vs XRT: Differences, Returns & Fees
BOXX is an actively managed short-term fund and XRT an equity index fund, and over the year to Oct 28, 2026, BOXX returned +4.0% against +2.4%.
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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $362m on Oct 27, 2026 for State Street SPDR S&P Retail ETF.
Pair scorecard
BOXX costs 0.16 points a year less; their one-year returns differ by 1.6 points; BOXX is far larger, $14.4bn against $367m.
| Measure | BOXX | XRT |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.0% | +2.4% |
| Drawdown | ||
| Below its high | 9.9%, high on Nov 16, 2021 | |
| Benchmark | ||
| What it tracks | No index, actively managed | S&P Retail Select Industry Index |
| Cost and size | ||
| Expense ratio | 0.19% | 0.35% |
| Net assets, as of Oct 26, 2026 | $14.4bn | $367m |
| Holdings | ||
| Holdings in common | not published | |
| In the S&P 500, by weight | 22% | |
| Top ten holdings, share of the fund | 16.6% | |
Side by side
BOXX and XRT 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.
XRT
XRT tracks the S&P Retail. Over the year to Oct 28, 2026 it returned +2.4% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 74 positions, with the top ten at 16.6%. It sat 9.9% below its high of Nov 16, 2021 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, BOXX or XRT?
- In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and XRT +2.4%.
- Which is cheaper, BOXX or XRT?
- BOXX is cheaper, by 0.16 percentage points a year. That is about $16 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 XRT, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-xrt
ETFIQ. (Oct 28, 2026). BOXX against XRT. Retrieved from https://etfiq.com/compare/any/boxx-vs-xrt
[BOXX against XRT (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/boxx-vs-xrt)
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