Screener
EMPB vs FIVA
Efficient Market Portfolio Plus ETF vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 2.03% less per year.
- FIVA is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
- EMPB is classified as alternative, while FIVA is equity — different risk/return profiles.
- EMPB covers north america markets; FIVA covers global.
- EMPB follows a active selection strategy; FIVA uses index tracking.
- FIVA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMPB | FIVA | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.18% |
| Fund size (AUM) | $18M | $533M |
| Since | 2024 | 2018 |
| Dividend yield | 0.82% | 2.63% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.5% | +35.7% |
| CAGR 3Y | N/A | +21.9% |
| CAGR 5Y | N/A | +12.5% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 11.41% | 15.23% |
| Max drawdown | -7.55% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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