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EMPB vs IJH

Efficient Market Portfolio Plus ETF vs iShares Core S&P Mid-Cap ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 2.16% less per year.
  • IJH is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while IJH is equity — different risk/return profiles.
  • EMPB follows a active selection strategy; IJH uses index tracking.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBIJH
Annual cost (TER)2.21%0.05%
Fund size (AUM)$18M$115.7B
Since20242000
Dividend yield0.82%1.22%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.5%+24.7%
CAGR 3YN/A+16.0%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.72
Volatility 1Y11.41%15.66%
Max drawdown-7.55%-42.18%

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

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