Alpha Box ETF (BOXX) Touches Fresh 52-Week High
For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar now. The fund just hit a 52-week high and is up 4% from its 52-week low price of $112.76 per share.
Four Income ETFs For Rising Rates
Federal Reserve hikes are increasingly likely, with inflation increasing and unemployment stable. Lots of investments and ETFs should outperform during a period of rising rates. I'll be giving a quick rundown of four such ETFs in this article. Funds vary in risk, from cash ETFs to riskier choices, with the possibility of outstanding gains.
BOXX Mimics Treasury Yields With No Distributions and Lower Taxes, But the IRS Has Started Asking Questions
If you keep cash in a money market fund and pay California's top marginal rate, you hand roughly half of your yield to two governments before you spend a dollar of it.
BOXX Saves High Earners $7,000 to $20,000 Annually in Taxes Versus Money Market Funds
For a high earner sitting on idle cash, the choice between a money market fund and a
Cash Is King, A Quick Look At 3 Cash ETFs For 2026
Inflation is increasing once more. Rates could follow. Cash would perform quite well during a rising rates scenario, seeing higher yields, and minimal price movements or losses. I'll be giving a quick rundown on three strong cash ETFs in this article.
Alpha Box ETF (BOXX) Hits New 52-Week High
For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar. The fund just hit a 52-week high and has risen 4.18% from its 52-week low price of $111.78/share.
Gift BOXX Under The Tree Brings Holiday Cheers And No Tax Fears
Alpha Architect 1-3 Month Box ETF earns a Buy rating for its innovative, tax-efficient approach to short-term interest rate exposure. BOXX uses box spreads with European-style SPX options to synthetically replicate T-bill returns, offering NAV appreciation instead of taxable interest. The fund's standout advantage is superior tax treatment, deferring gains and potentially qualifying for capital gains rates versus ordinary income.
BOXX: SA Quant's Favorite Cash ETF
BOXX, an ultrashort bond ETF, receives the highest Quant rating among 61 similar funds, despite a general Quant bias against ultrashort bonds. The ETF employs a box strategy using FLEX options from the OCC, offers attractive dividends and yield, and has a tax-advantaged structure. Overall, BOXX stands out as a compelling cash-equivalent option, especially for investors seeking T-Bill yield with tax efficiency.
BOXX: Tax Avoidance At Its Best, A Happy Holder's Story, Reiterate Buy
I reiterate a buy rating on BOXX due to its steady performance amid market volatility and tax efficiency for high-income investors. BOXX closely tracks the SPDR Bloomberg 1-3 Month T-Bill ETF and slightly outperforms it on a total return basis. BOXX's assets under management have surged from $1 billion to $6.1 billion, with low annual expense ratios and increasing trading volume.
5 ETFs Scaling New Highs Amid Market Turmoil
A few ETFs are touching new 52-week highs amid the market turmoil.
BOXX Vs. MUB: 2 Tax-Advantaged ETFs, 2 Very Different Strategies And Portfolios
Investors looking for tax-advantaged income or returns have generally focused on muni bonds. BOXX is a newer entrant in this space, with a very different strategy, basically synthetic t-bills. BOXX's approach results in much more stable returns, with higher returns in the past.
Give Yourself A Tax Cut
Simplify personal finances to balance a volatile professional life; prioritize tax efficiency and simplicity. Maximize tax-advantaged accounts and strategies like IRAs, 401(k)s, 529 plans, PPLI, and QOFs to minimize taxes. Utilize tax-efficient investments like the Alpha Architect 1-3 Month Box ETF (BOXX) for cash allocation and leverage for deductible expenses.
