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EMPB vs AIEQ

Efficient Market Portfolio Plus ETF vs Amplify AI Powered Equity ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

Key differences

EMPB is an alternative ETF, while AIEQ is an equity ETF. EMPB charges 2.21% a year and AIEQ 0.75%.

  • EMPB is an alternative fund, while AIEQ is an equity fund. They carry different risk/return profiles.
  • EMPB follows a active selection strategy; AIEQ uses index tracking.
  • AIEQ costs 1.46% less per year.
  • AIEQ is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • AIEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBAIEQ
Annual cost (TER)2.21%0.75%
Fund size (AUM)$21M$124M
Since20242017
Dividend yield0.77%0.39%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.5%+20.4%
CAGR 3YN/A+19.3%
CAGR 5YN/A+6.0%
Sharpe 3YN/A0.83
Volatility 1Y11.34%12.56%
Max drawdown-7.55%-38.97%

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

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