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EMPB vs CDX

Efficient Market Portfolio Plus ETF vs Simplify High Yield ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 1.96% less per year.
  • CDX is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB follows a active selection strategy; CDX uses multi strategy.

Side-by-side comparison

EMPBCDX
Annual cost (TER)2.21%0.25%
Fund size (AUM)$18M$440M
Since20242022
Dividend yield0.82%8.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+20.6%-0.6%
CAGR 3YN/A+7.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.40
Volatility 1Y11.39%5.68%
Max drawdown-7.55%-13.24%

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

Similar to EMPB and CDX