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EMPB vs IWL

Efficient Market Portfolio Plus ETF vs iShares Russell Top 200 ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

Key differences

  • IWL costs 2.06% less per year.
  • IWL is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while IWL is equity — different risk/return profiles.
  • EMPB follows a active selection strategy; IWL uses index tracking.
  • IWL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBIWL
Annual cost (TER)2.21%0.15%
Fund size (AUM)$18M$2.1B
Since20242009
Dividend yield0.82%0.86%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.5%+30.1%
CAGR 3YN/A+24.4%
CAGR 5YN/A+14.7%
Sharpe 3YN/A1.28
Volatility 1Y11.41%12.34%
Max drawdown-7.55%-32.71%

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

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