Skip to content
F
FinClaro
← All ETFs
BOXX

Alpha Architect 1-3 Month Box ETF

Uses SPX box spread options to replicate short-term Treasury returns with tax efficiency (no coupon income). Designed as a cash management vehicle. Short operating history (Dec 2022).

TER
0.19%
AUM
$5.5B
CAGR
4.7%
Volatility
0.3%
Max Drawdown
0.0%
Data Range
2022-12 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%
Worst DD0.0%
Worst date

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return4.8%
Best4.9%
Worst4.7%
% positive100%
5 periods

Backtest Data Proxy

Short operating history: only ~40 months of data since inception Dec 2022.

Key Facts

ISIN
US02083J1079
Issuer
Alpha Architect
Benchmark
None (rules-based options strategy)
Total Expense Ratio (TER)
0.19%
Assets Under Management
$5.5B approx.
Inception Date
2022-12-28
Domicile
US
Legal Structure
Open-End Fund
Dividend Policy
Accumulating (auto-reinvests)
Replication Method
Synthetic (Swap-Based)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
BATS
Number of Holdings
N/A

Top 10 Holdings

Top 10 represent 100.0% of the fund.

1
SPX-BOX-1S&P 500 Box Spread (short-dated)
50.00%
2
SPX-BOX-2S&P 500 Box Spread (1-3 month)
50.00%
Backtest this ETFOfficial Fund Page

Who Is This ETF For?

✓Portfolio stabilizer and income generator. Reduces overall portfolio volatility when paired with equities.
✓Investors preferring automatic dividend reinvestment (no tax event on distributions in many jurisdictions).

Key Risks to Consider

• Interest rate risk: bond prices fall when rates rise.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

Similar ETFs

BND0.03% TER

Vanguard Total Bond Market ETF

Total US Bond Market · Vanguard

AGG0.03% TER

iShares Core US Aggregate Bond ETF

Total US Bond Market · BlackRock

TIP0.19% TER

iShares TIPS Bond ETF

Inflation-Protected Bonds · BlackRock

SHV0.15% TER

iShares Short Treasury Bond ETF

Ultra Short-Term Treasury · BlackRock

Related Tools

Backtest BOXX

Risk vs Return

Retirement Calculator

The 4% Rule

Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), Alpha Architect (metadata)Last verified: 2026-04-14