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EMPB vs DFUS

Efficient Market Portfolio Plus ETF vs Dimensional U.S. Equity Market ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

DFUS

Dimensional U.S. Equity Market ETF

Annual cost

0.09%

Fund size

$20.9B

Key differences

EMPB is an alternative ETF, while DFUS is an equity ETF. EMPB charges 2.21% a year and DFUS 0.09%.

  • EMPB is an alternative fund, while DFUS is an equity fund. They carry different risk/return profiles.
  • DFUS costs 2.12% less per year.
  • DFUS is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • DFUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBDFUS
Annual cost (TER)2.21%0.09%
Fund size (AUM)$21M$20.9B
Since20242001
Dividend yield0.77%0.83%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+19.5%+25.6%
CAGR 3YN/A+22.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.18
Volatility 1Y11.34%12.55%
Max drawdown-7.55%-24.62%

Similar to EMPB and DFUS