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EMPB vs DFUV

Efficient Market Portfolio Plus ETF vs Dimensional US Marketwide Value ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

DFUV

Dimensional US Marketwide Value ETF

Annual cost

0.21%

Fund size

$14.9B

Key differences

EMPB is an alternative ETF, while DFUV is an equity ETF. EMPB charges 2.21% a year and DFUV 0.21%.

  • EMPB is an alternative fund, while DFUV is an equity fund. They carry different risk/return profiles.
  • DFUV costs 2.00% less per year.
  • DFUV is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • DFUV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBDFUV
Annual cost (TER)2.21%0.21%
Fund size (AUM)$21M$14.9B
Since20241998
Dividend yield0.77%1.36%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+19.5%+33.5%
CAGR 3YN/A+20.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.10
Volatility 1Y11.34%11.95%
Max drawdown-7.55%-17.60%

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

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