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AAAA vs EMPB

Amplius Aggressive Asset Allocation ETF vs Efficient Market Portfolio Plus ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

Key differences

AAAA is a mixed asset ETF, while EMPB is an alternative ETF. AAAA charges 0.49% a year and EMPB 2.21%.

  • AAAA is a mixed asset fund, while EMPB is an alternative fund. They carry different risk/return profiles.
  • AAAA follows a tactical allocation strategy; EMPB uses active selection.
  • AAAA costs 1.72% less per year.
  • AAAA is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

AAAAEMPB
Annual cost (TER)0.49%2.21%
Fund size (AUM)$281M$21M
Since20252024
Dividend yield0.77%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1YN/A+20.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.30%
Max drawdown-7.83%-7.55%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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