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EMPB vs KCE

Efficient Market Portfolio Plus ETF vs State Street SPDR S&P Capital Markets ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

KCE

State Street SPDR S&P Capital Markets ETF

Annual cost

0.35%

Fund size

$444M

Key differences

EMPB is an alternative ETF, while KCE is an equity ETF. EMPB charges 2.21% a year and KCE 0.35%.

  • EMPB is an alternative fund, while KCE is an equity fund. They carry different risk/return profiles.
  • EMPB follows a active selection strategy; KCE uses index tracking.
  • KCE costs 1.86% less per year.
  • KCE is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • KCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBKCE
Annual cost (TER)2.21%0.35%
Fund size (AUM)$21M$444M
Since20242005
Dividend yield0.77%1.70%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.5%+12.7%
CAGR 3YN/A+26.0%
CAGR 5YN/A+12.2%
Sharpe 3YN/A1.02
Volatility 1Y11.34%19.98%
Max drawdown-7.55%-40.78%

Similar to EMPB and KCE