Screener
EMPB vs ESN
Efficient Market Portfolio Plus ETF vs Essential 40 Stock ETF
Key differences
EMPB is an alternative ETF, while ESN is an equity ETF. EMPB charges 2.21% a year and ESN 0.70%.
- EMPB is an alternative fund, while ESN is an equity fund. They carry different risk/return profiles.
- ESN costs 1.51% less per year.
- ESN is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
- ESN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMPB | ESN | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.70% |
| Fund size (AUM) | $21M | $279M |
| Since | 2024 | 2014 |
| Dividend yield | 0.77% | 0.78% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +20.5% | +27.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.31% | 9.94% |
| Max drawdown | -7.55% | -13.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.