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EMPB vs FELC

Efficient Market Portfolio Plus ETF vs Fidelity Enhanced Large Cap Core ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

FELC

Fidelity Enhanced Large Cap Core ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$7.0B

Key differences

  • FELC costs 2.03% less per year.
  • FELC is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while FELC is equity — different risk/return profiles.
  • FELC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBFELC
Annual cost (TER)2.21%0.18%
Fund size (AUM)$18M$7.0B
Since20242007
Dividend yield0.82%0.90%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+21.5%+29.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.41%12.06%
Max drawdown-7.55%-18.59%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EMPB and FELC