Screener
EMPB vs FESM
Efficient Market Portfolio Plus ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
- FESM costs 1.93% less per year.
- FESM is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
- EMPB is classified as alternative, while FESM is equity — different risk/return profiles.
- EMPB follows a active selection strategy; FESM uses index enhanced.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMPB | FESM | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.28% |
| Fund size (AUM) | $18M | $5.0B |
| Since | 2024 | 2007 |
| Dividend yield | 0.82% | 0.55% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +21.5% | +52.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.41% | 19.05% |
| Max drawdown | -7.55% | -26.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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