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EMPB vs APUE

Efficient Market Portfolio Plus ETF vs ActivePassive U.S. Equity ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

Key differences

  • APUE costs 1.90% less per year.
  • APUE is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while APUE is equity — different risk/return profiles.

Side-by-side comparison

EMPBAPUE
Annual cost (TER)2.21%0.31%
Fund size (AUM)$18M$2.4B
Since20242023
Dividend yield0.82%0.79%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+21.5%+30.2%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y11.41%12.36%
Max drawdown-7.55%-18.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EMPB and APUE