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EMPB vs IG

Efficient Market Portfolio Plus ETF vs Principal Investment Grade Corporate ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 2.02% less per year.
  • IG is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while IG is fixed income — different risk/return profiles.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBIG
Annual cost (TER)2.21%0.19%
Fund size (AUM)$18M$179M
Since20242018
Dividend yield0.82%5.06%
Asset classalternativefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+20.6%+7.2%
CAGR 3YN/A+5.5%
CAGR 5YN/A+0.4%
Sharpe 3YN/A0.32
Volatility 1Y11.39%4.81%
Max drawdown-7.55%-23.17%

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

Similar to EMPB and IG