Data as of Oct 28, 2026.

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BOXX vs YEAR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, BOXX returned +4.0% to YEAR's +3.0%, and BOXX charges 0.19% to YEAR's 0.25%.

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Net assets: $14.5bn on Oct 28, 2026 for Alpha Architect 1-3 Month Box ETF, and $1.5bn on Aug 31, 2026 for AB Ultra Short Income ETF.

At a glance
+4.0%
BOXX total return, 1 year
+3.0%
YEAR total return, 1 year
0.19%
BOXX expense ratio
0.25%
YEAR expense ratio

Pair scorecard

BOXX costs 0.06 points a year less; their one-year returns differ by 1.0 point; BOXX is 9.0 times larger.

BOXX vs YEAR: Differences, Returns & Fees
MeasureBOXXYEAR
Return
Total return, 1 year+4.0%+3.0%
Benchmark
What it tracksNo index, actively managedNo index, actively managed
Cost and size
Expense ratio0.19%0.25%
Net assets, as of Oct 26, 2026$14.4bn$1.6bn
Holdings
Holdings in commonreport dates differ

Holdings in common uses holdings dated Jun 30, 2026 and Aug 31, 2026. Method

Risk and return

Jan 6, 2023 to Oct 23, 2026 · 198 weekly returns
BOXX YEAR
Return
Total return edge YEAR (slight) +18.9% +19.3%
Annualized edge Tie +4.6% +4.7%
Price return edge BOXX +18.6% +0.3%
Risk
Volatility edge BOXX 0.2% 0.8%
Max drawdown edge BOXX −0.1% −0.2%
Risk-adjusted
Sharpe edge YEAR −0.25 0.04
Sortino edge YEAR −0.35 0.06
Calmar Not measured 19.17
Reading

YEAR returned slightly more: +19.3% to +18.9%. BOXX swung less: 0.2% to 0.8%. BOXX fell less at its worst: −0.1% to −0.2%.

Full scorecard

9 measures, with how each is measured
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Risk and return: BOXX vs YEAR: Differences, Returns & Fees
MeasureBOXXYEAREdgeHow it is measured
Return
Total return+18.9%+19.3%YEAR (slight)Price change plus distributions, reinvested.
Annualized+4.6%+4.7%TieTotal return as a yearly rate.
Price return+18.6%+0.3%BOXXPrice change alone, distributions left out.
Risk
Volatility0.2%0.8%BOXXSpread of weekly returns, annualized. Lower is steadier.
Downside deviation0.2%0.5%BOXXLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−0.1%−0.2%BOXXDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe−0.250.04YEARReturn above Treasury bills per unit of volatility.
Sortino−0.350.06YEARReturn above Treasury bills per unit of downside deviation.
CalmarNot measured19.17Annualized 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 YEAR AB Ultra Short Income ETF
Where it sits Bond ETF Bond ETF
What it is Actively managed Actively managed
Total return, 1 year +4.0% +3.0%
Its benchmark over the same days not measured −1.4% (AGG)
Gap to its benchmark not measured +4.4 pts vs AGG
Expense ratio 0.19% 0.25%
Holdings not counted 145
Net assets, BOXX as of Oct 28, 2026 and YEAR as of Aug 31, 2026 $14.5bn $1.5bn

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

Client brief · page 1 of 2 Report BR-517CBA7EAD

BOXX and YEAR are built for the same job. How do they differ in cost, holdings and results?

  1. Size. BOXX has $14.4bn in net assets and YEAR $1.6bn (net assets, as of Oct 26, 2026); BOXX is 9.0 times larger.
  2. What each follows (similar). Both follow No index, actively managed.
  3. One-year total return (similar). Over 1 year to Oct 28, 2026 BOXX returned +4.0% and YEAR +3.0% with distributions reinvested, a gap of 1.0 points.

Data as of Oct 28, 2026.

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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.

YEAR

YEAR is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +3.0% with distributions reinvested, against −1.4% for its benchmark, the Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.25% a year.

Questions people ask

Which returned more over the last year, BOXX or YEAR?
In the year to Oct 28, 2026, with distributions reinvested, BOXX returned +4.0% and YEAR +3.0%.
Which is cheaper, BOXX or YEAR?
BOXX is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.
Other comparisons
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ETFIQ, BOXX against YEAR, data as of Oct 28, 2026. https://etfiq.com/compare/any/boxx-vs-year

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