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EMPB vs ILCB

Efficient Market Portfolio Plus ETF vs iShares Morningstar U.S. Equity ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

ILCB

iShares Morningstar U.S. Equity ETF

Annual cost

0.03%

Fund size

$1.3B

Key differences

EMPB is an alternative ETF, while ILCB is an equity ETF. EMPB charges 2.21% a year and ILCB 0.03%.

  • EMPB is an alternative fund, while ILCB is an equity fund. They carry different risk/return profiles.
  • EMPB follows a active selection strategy; ILCB uses index tracking.
  • ILCB costs 2.18% less per year.
  • ILCB is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • ILCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBILCB
Annual cost (TER)2.21%0.03%
Fund size (AUM)$21M$1.3B
Since20242004
Dividend yield0.77%0.97%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.4%+26.0%
CAGR 3YN/A+22.4%
CAGR 5YN/A+13.1%
Sharpe 3YN/A1.19
Volatility 1Y11.34%12.28%
Max drawdown-7.55%-35.30%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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