Skip to content

BOXXAlpha Architect 1-3 Month Box ETF

Get incomeStay safe3y track recordRanked #6 of 357 in this goal

Seeks to provide investment results that equal or exceed the price and yield performance of the 1-3 month sector of the U.S. Treasury Bill market.

By Alpha Architect · Launched 2022

Annual Cost

0.19%

#838 of 5,854 · low cost

Fund Size

$12.7B

#229 of 5,854 · large

Dividend YieldGoal

0.00%

Track Record

3 years

#2,822 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,412+4.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

What it actually holds

By weight

Concentration

Top 10 holdings = 100.7% of fundconcentrated

SPY 06/18/2026 10010.01 P
94.1%
SPY 06/18/2026 10.01 C
6.5%
First American Government Obligations FundFGXXX
0.1%
QQQ 03/31/2026 10005.01 C
0.0%
SPY 06/18/2026 10010.01 C
0.0%
QQQ 06/30/2026 15.01 P
0.0%
QQQ 03/31/2026 15.01 C
0.0%
QQQ 03/31/2026 15.01 P
0.0%
QQQ 06/30/2026 10005.01 C
0.0%
SPY 06/18/2026 10.01 P
0.0%

Asset allocation

Stocks
199.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.3%Low

Year-on-year price swings

Max drawdown
-0.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
2.75Strong risk-adjusted returns
Sortino (3Y)
4.62Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide investment results that equal or exceed the price and yield performance of the 1-3 month sector of the U.S. Treasury Bill market.
Strategy
Actively manages a series of Box Spreads using long and short exchange-listed options to achieve returns that equal or exceed the price and yield performance of the 1-3 month U.S. Treasury Bill market. The strategy involves high portfolio turnover and may include cash and cash equivalents.
Inception date
December 27, 2022
Fund family
Alpha Architect

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

The big yield isn't extra money

The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.

Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

What's next?

You've looked at BOXX. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-03