Forget T-Bills. These Box Spread ETFs Pay the Same Rate With Minimal Taxable Yield

Treasury bills look tempting right now, but a growing category of options-based ETFs promises a similar yield while keeping the IRS largely out of the picture. The catch involves a four-legged derivatives strategy most investors have never heard of.

24/7 Wall Street • Oct 11, 2026

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 4.04% from its 52-week low price of $113.93/share.

Zacks Investment Research • Oct 9, 2026

BOXX: The IRS Has Entered The Chat

The Alpha Architect 1-3 Month Box ETF is downgraded to Sell due to heightened tax risk from recent IRS scrutiny. BOXX has outperformed short-term Treasury funds like SGOV, primarily by deferring taxes and offering a higher after-tax equivalent yield. The fund's risk profile remains low, with exposure tied mainly to the OCC's performance, but the key risk now is potential retroactive tax reclassification.

Seeking Alpha • Oct 8, 2026

BOXX: A Smart Tax Trade, But The IRS Just Started The Clock

The Alpha Architect 1-3 Month Box ETF earns a hold rating due to new IRS scrutiny of its tax-deferral mechanism. BOXX delivers T-bill-like returns via box spreads, offering significant tax advantages for taxable investors holding over a year. The IRS's Notice 2026-62 introduces regulatory risk, explicitly targeting BOXX's core tax strategy with potential retroactive impact.

Seeking Alpha • Oct 7, 2026

As bond rout worsens, a trade Wall Street uses to replace them booms in popularity

If the U.S. Treasury bond market has 99 problems, the surge in popularity of a particular type of options trade may be the one that gets talked about the least.

CNBC • Sep 24, 2026

A $100,000 Retirement Dividend Snowball In A Rising-Rate World

Building a $100,000 dividend snowball is foundational for financial security and passive income. I detail how I would go about doing so in today's rising rate environment. I also share some specific picks and how to allocate capital on a percentage basis to build the snowball.

Seeking Alpha • Sep 18, 2026

$16 Billion Cash ETF Market Gets New Challenger from GraniteShares

The ETF industry's cash-management arms race is moving beyond traditional Treasury funds, with GraniteShares launching a new product as the box-spread ETF category has swelled to $10.7 billion in assets.

Benzinga • Aug 26, 2026

These Cash-Like ETFs Promise Big Tax Savings, But Not Without Risk

With stock and bond markets looking iffy, investors are trying to shore up their cash positions.

Barrons • Aug 24, 2026

My Near-Perfect $1 Million Retirement Portfolio

The biggest challenge facing retirees is that no investing strategy is fail-proof. I discuss a seven-bucket blueprint - along with specific picks - that should provide an attractive risk-reward profile for retirees looking to support their living expenses over the long-term. This portfolio is designed to generate an attractive current yield and strong, sustainable dividend growth over the long-term.

Seeking Alpha • Aug 14, 2026

ETF Prime: Alternative ETFs Punch Above Their Weight in 2026

Alternative ETFs and their growing role as portfolio diversifiers were the focus of this week's ETF Prime. Host Nate Geraci welcomed Cinthia Murphy, director of research at VettaFi, followed by Matt Bartolini of State Street Investment Management.

ETF Trends • Jul 29, 2026