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EMPB vs CSM

Efficient Market Portfolio Plus ETF vs ProShares Large Cap Core Plus

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

CSM

ProShares Large Cap Core Plus

Annual cost

0.45%

Fund size

$524M

Key differences

Both EMPB and CSM are alternative ETFs. EMPB charges 2.21% a year and CSM 0.45%. The main difference: CSM costs 1.76% less per year.

  • CSM costs 1.76% less per year.
  • CSM is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • CSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBCSM
Annual cost (TER)2.21%0.45%
Fund size (AUM)$21M$524M
Since20242009
Dividend yield0.77%1.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+20.0%+23.0%
CAGR 3YN/A+20.7%
CAGR 5YN/A+12.8%
Sharpe 3YN/A1.07
Volatility 1Y11.30%12.19%
Max drawdown-7.55%-36.11%

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

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