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EMPB vs BELT

Efficient Market Portfolio Plus ETF vs iShares U.S. Select Equity Active ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

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

  • EMPB is an alternative fund, while BELT is an equity fund. They carry different risk/return profiles.
  • BELT costs 1.46% less per year.

Side-by-side comparison

EMPBBELT
Annual cost (TER)2.21%0.75%
Fund size (AUM)$21M$10M
Since20242024
Dividend yield0.77%0.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+20.0%+18.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.30%17.47%
Max drawdown-7.55%-23.05%

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

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