Screener
EMPB vs IWS
Efficient Market Portfolio Plus ETF vs iShares Russell Mid-Cap Value ETF
Key differences
- IWS costs 1.98% less per year.
- IWS is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
- EMPB is classified as alternative, while IWS is equity — different risk/return profiles.
- EMPB follows a active selection strategy; IWS uses index tracking.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMPB | IWS | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.23% |
| Fund size (AUM) | $18M | $14.9B |
| Since | 2024 | 2001 |
| Dividend yield | 0.82% | 1.38% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.5% | +26.4% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 11.41% | 13.31% |
| Max drawdown | -7.55% | -43.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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