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EMPB vs CGUS

Efficient Market Portfolio Plus ETF vs Capital Group Core Equity ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS costs 1.88% less per year.
  • CGUS is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while CGUS is equity — different risk/return profiles.

Side-by-side comparison

EMPBCGUS
Annual cost (TER)2.21%0.33%
Fund size (AUM)$18M$10.3B
Since20242022
Dividend yield0.82%0.90%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+21.5%+27.8%
CAGR 3YN/A+23.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.27
Volatility 1Y11.41%12.50%
Max drawdown-7.55%-22.15%

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

Similar to EMPB and CGUS