Screener
EMPB vs ILCV
Efficient Market Portfolio Plus ETF vs iShares Morningstar Value ETF
Key differences
EMPB is an alternative ETF, while ILCV is an equity ETF. EMPB charges 2.21% a year and ILCV 0.04%.
- EMPB is an alternative fund, while ILCV is an equity fund. They carry different risk/return profiles.
- EMPB follows a active selection strategy; ILCV uses index tracking.
- ILCV costs 2.17% less per year.
- ILCV is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
- ILCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMPB | ILCV | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.04% |
| Fund size (AUM) | $21M | $1.3B |
| Since | 2024 | 2004 |
| Dividend yield | 0.77% | 1.61% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +20.4% | +26.9% |
| CAGR 3Y | N/A | +19.2% |
| CAGR 5Y | N/A | +11.5% |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | 11.34% | 9.93% |
| Max drawdown | -7.55% | -35.53% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.