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EMPB vs AIVC

Efficient Market Portfolio Plus ETF vs Amplify Bloomberg AI Value Chain ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

AIVC

Amplify Bloomberg AI Value Chain ETF

Annual cost

0.59%

Fund size

$74M

Key differences

EMPB is an alternative ETF, while AIVC is an equity ETF. EMPB charges 2.21% a year and AIVC 0.59%.

  • EMPB is an alternative fund, while AIVC is an equity fund. They carry different risk/return profiles.
  • EMPB follows a active selection strategy; AIVC uses index tracking.
  • AIVC costs 1.62% less per year.
  • AIVC is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • AIVC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBAIVC
Annual cost (TER)2.21%0.59%
Fund size (AUM)$21M$74M
Since20242016
Dividend yield0.77%0.10%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.4%+129.3%
CAGR 3YN/A+48.9%
CAGR 5YN/A+18.7%
Sharpe 3YN/A1.39
Volatility 1Y11.34%31.02%
Max drawdown-7.55%-56.11%

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

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