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EMPB vs BCFN

Efficient Market Portfolio Plus ETF vs Baron Financials ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

Key differences

  • BCFN costs 1.41% less per year.
  • EMPB is classified as alternative, while BCFN is equity — different risk/return profiles.
  • EMPB follows a active selection strategy; BCFN uses index tracking.
  • BCFN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBBCFN
Annual cost (TER)2.21%0.80%
Fund size (AUM)$18M$48M
Since20242019
Dividend yield0.82%0.00%
Asset classalternativeequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.41%
Max drawdown-7.55%-20.95%

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

Similar to EMPB and BCFN