Screener
EMPB vs IVES
Efficient Market Portfolio Plus ETF vs Dan IVES Wedbush AI Revolution ETF
Key differences
EMPB is an alternative ETF, while IVES is an equity ETF. EMPB charges 2.21% a year and IVES 0.75%.
- EMPB is an alternative fund, while IVES is an equity fund. They carry different risk/return profiles.
- EMPB follows a active selection strategy; IVES uses index tracking.
- IVES costs 1.46% less per year.
- IVES is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| EMPB | IVES | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.75% |
| Fund size (AUM) | $21M | $1.2B |
| Since | 2024 | 2025 |
| Dividend yield | 0.77% | — |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +20.4% | +50.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.34% | 26.47% |
| Max drawdown | -7.55% | -22.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.