Alpha Architect 1-3 Month Box ETF (BOXX)
| Assets | $4.43B |
| Expense Ratio | 0.19% |
| PE Ratio | 22.35 |
| Shares Out | 40.42M |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Ex-Dividend Date | n/a |
| Payout Ratio | n/a |
| 1-Year Return | +4.97% |
| Volume | 138,342 |
| Open | 109.64 |
| Previous Close | 109.64 |
| Day's Range | 109.64 - 109.65 |
| 52-Week Low | 104.54 |
| 52-Week High | 109.65 |
| Beta | n/a |
| Holdings | 52 |
| Inception Date | Dec 28, 2022 |
About BOXX
Fund Home PageThe Alpha Architect 1-3 Month Box ETF (BOXX) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed. The fund seeks to provide the price and yield performance of 1-3 month US Treasury Bills, less fees and expenses, through the use of box spreads. BOXX was launched on Dec 28, 2022 and is issued by Alpha Architect.
News
BOXX: Understanding The Fund's First Distribution
BOXX ETF offers a unique value proposition by using box spreads for low-risk returns and tax efficiency, similar to short-term treasury ETFs. Despite its tax-deferred design, BOXX paid a distribution,...
BOXX: Cash-Alternative ETF, 5.6% Options Yield, Risks Abound
BOXX achieves similar returns to t-bills through options. BOXX's investors can generally defer their taxes until a moment of their choosing, paying capital gain rates when they sell. Although the fund...
BOXX ETF: Cash-Like Returns Without the Tax Bill
Unboxing the Alpha Architect ETF's approach to a popular option trade. Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Bo...
BOXX: A Clever Treasury Bill Return Replicator Without Taxable Liabilities
Alpha Architect 1-3 Month Box ETF offers tax-efficient returns that replicate Treasury bill returns through a complex options trading strategy. BOXX has nearly $2.53 billion in assets under management...
3 ETFs For Short-Term Risk-Averse Investors
With prices, valuations, and inflation elevated, some investors are looking for comparatively safe, high-quality investments. T-bills, short-term TIPs, and AAA-rated CLOs are three of the best investm...
3 Investment-Grade ETF Buys, With Yields Up To 8.0%
Investment-grade bonds offer investors strong yields with low credit risk. A couple of ETFs offer exposure to these securities with some added benefits, including potential tax advantages and above-av...
Thinking Outside The BOXX
There's been a lot of excitement around a new ETF BOXX, which potentially delivers a return similar to US Treasury Bills, but in the form of long-term capital gains. We compare the merits of this ETF ...
BOXX: My Top 2024 Pick With A 5.5% Tax-Deferred Yield And Brilliant Fund Design
The Alpha Architect 1-3 Month Box ETF solves a massive tax problem that has plagued low-risk investments for decades. BOXX uses a simple options strategy called box spreads to earn the rate of return ...
BOXX: A Capital Gains Tax Win
Investors hold more than $6 trillion in money market mutual funds, but declining interest rates may force them to seek higher-yield options. The Alpha Architect 1-3 Month Box ETF offers a unique tax-f...
BOXX: Revisiting Box Spread ETF As A Cash Management Tool
The Alpha Architect 1-3 Month Box ETF has performed as designed, returning 5.0% in 2023, alleviating concerns about hidden risks. BOXX utilizes box spreads to replicate treasury bill returns, isolatin...
4 Cash Alternative Funds, For Conservative, Short-Term Investors
Cash is king. Yields on cash and cash alternatives are quite good, with rock-bottom risk. A quick look at four cash alternative funds follows.
BOXX: Blending Options, Tax Efficiency, And Ultra-Low Risk
The Alpha Architect 1-3 Month Box ETF is a unique ETF that mimics 1-3 month T-bills using a complex box spread strategy. BOXX potentially offers tax benefits compared to traditional T-bills. I rate BO...
BOXX: Cash Alternative ETF, 5.8% Options Yield
BOXX aims to achieve similar returns as t-bills, with similar risk and volatility. The fund does go through buying 'box spreads', a well-defined options strategy. BOXX seems like a solid cash alternat...
BOXX: Earn Treasury Bill-Like Returns From Option Spreads
The Alpha Architect 1-3 Month Box ETF allows retail investors to earn Treasury Bill-like returns from the options market by buying 'box spreads'. The BOXX ETF is a short-term cash management tool that...