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EMPB vs DFAU

Efficient Market Portfolio Plus ETF vs Dimensional US Core Equity Market ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

DFAU

Dimensional US Core Equity Market ETF

Annual cost

0.12%

Fund size

$12.2B

Key differences

EMPB is an alternative ETF, while DFAU is an equity ETF. EMPB charges 2.21% a year and DFAU 0.12%.

  • EMPB is an alternative fund, while DFAU is an equity fund. They carry different risk/return profiles.
  • DFAU costs 2.09% less per year.
  • DFAU is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EMPBDFAU
Annual cost (TER)2.21%0.12%
Fund size (AUM)$21M$12.2B
Since20242020
Dividend yield0.77%0.90%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+19.5%+25.7%
CAGR 3YN/A+21.9%
CAGR 5YN/A+12.7%
Sharpe 3YN/A1.15
Volatility 1Y11.34%12.35%
Max drawdown-7.55%-23.61%

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

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