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EMPB vs FDIV

Efficient Market Portfolio Plus ETF vs MarketDesk Focused U.S. Dividend ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

FDIV

MarketDesk Focused U.S. Dividend ETF

Annual cost

0.35%

Fund size

$70M

Key differences

EMPB is an alternative ETF, while FDIV is an equity ETF. EMPB charges 2.21% a year and FDIV 0.35%.

  • EMPB is an alternative fund, while FDIV is an equity fund. They carry different risk/return profiles.
  • FDIV costs 1.86% less per year.
  • FDIV is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EMPBFDIV
Annual cost (TER)2.21%0.35%
Fund size (AUM)$21M$70M
Since20242023
Dividend yield0.77%2.86%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+19.5%+8.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.34%12.78%
Max drawdown-7.55%-18.60%

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

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