Screener
EMPB vs EQWL
Efficient Market Portfolio Plus ETF vs Invesco S&P 100 Equal Weight ETF
Key differences
EMPB is an alternative ETF, while EQWL is an equity ETF. EMPB charges 2.21% a year and EQWL 0.25%.
- EMPB is an alternative fund, while EQWL is an equity fund. They carry different risk/return profiles.
- EMPB follows a active selection strategy; EQWL uses index enhanced.
- EQWL costs 1.96% less per year.
- EQWL is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
- EQWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMPB | EQWL | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.25% |
| Fund size (AUM) | $21M | $2.6B |
| Since | 2024 | 2006 |
| Dividend yield | 0.77% | 1.53% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +20.5% | +21.1% |
| CAGR 3Y | N/A | +19.7% |
| CAGR 5Y | N/A | +11.7% |
| Sharpe 3Y | N/A | 1.17 |
| Volatility 1Y | 11.31% | 10.74% |
| Max drawdown | -7.55% | -34.30% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.