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EMPB vs BDYN

Efficient Market Portfolio Plus ETF vs iShares Dynamic Equity Active ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

BDYN

iShares Dynamic Equity Active ETF

Annual cost

0.40%

Fund size

$2.9B

Key differences

EMPB is an alternative ETF, while BDYN is a mixed asset ETF. EMPB charges 2.21% a year and BDYN 0.40%.

  • EMPB is an alternative fund, while BDYN is a mixed asset fund. They carry different risk/return profiles.
  • BDYN costs 1.81% less per year.
  • BDYN is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • BDYN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBBDYN
Annual cost (TER)2.21%0.40%
Fund size (AUM)$21M$2.9B
Since20242017
Dividend yield0.77%0.91%
Asset classalternativemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+20.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.30%
Max drawdown-7.55%-10.85%

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

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