Alpha Architect 1-3 Month Box ETF (BOXX)
| Assets | $4.49B |
| Expense Ratio | 0.19% |
| PE Ratio | 27.00 |
| Shares Out | 40.96M |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Ex-Dividend Date | n/a |
| Payout Ratio | n/a |
| 1-Year Return | +4.99% |
| Volume | 1,096,271 |
| Open | 110.06 |
| Previous Close | 110.06 |
| Day's Range | 110.06 - 110.11 |
| 52-Week Low | 104.90 |
| 52-Week High | 110.11 |
| Beta | -0.00 |
| Holdings | 23 |
| 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: Do Not Confuse Cash And Cash-Like Return
Alpha Architect 1-3 Month Box ETF aims to match/exceed 1-3 month U.S. Treasury Bills but carries inherent options market risks. Arbitrage activities may fail during financial distress, making BOXX unr...
The Largest Bond ETFs Are Good, But These ETFs Are Better
The largest bond ETFs are almost exclusively index funds focusing on the broader bond market, or on specific bond sub-asset classes. These ETFs are reasonable investments, but investors can do much be...
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...