Screener
EMPB vs EQAL
Efficient Market Portfolio Plus ETF vs Invesco Russell 1000 Equal Weight ETF
Key differences
EMPB is an alternative ETF, while EQAL is an equity ETF. EMPB charges 2.21% a year and EQAL 0.20%.
- EMPB is an alternative fund, while EQAL is an equity fund. They carry different risk/return profiles.
- EMPB follows a active selection strategy; EQAL uses index enhanced.
- EQAL costs 2.01% less per year.
- EQAL is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
- EQAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMPB | EQAL | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.20% |
| Fund size (AUM) | $21M | $806M |
| Since | 2024 | 2014 |
| Dividend yield | 0.77% | 1.64% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +20.5% | +24.5% |
| CAGR 3Y | N/A | +15.2% |
| CAGR 5Y | N/A | +7.0% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 11.31% | 12.49% |
| Max drawdown | -7.55% | -40.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.