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EMPB vs LCR

Efficient Market Portfolio Plus ETF vs Leuthold Core ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

LCR

Leuthold Core ETF

Leuthold

Annual cost

0.84%

Fund size

$70M

Key differences

  • LCR costs 1.37% less per year.
  • LCR is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while LCR is mixed asset — different risk/return profiles.

Side-by-side comparison

EMPBLCR
Annual cost (TER)2.21%0.84%
Fund size (AUM)$18M$70M
Since20242020
Dividend yield0.82%1.35%
Asset classalternativemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+21.5%+14.8%
CAGR 3YN/A+11.5%
CAGR 5YN/A+6.9%
Sharpe 3YN/A0.95
Volatility 1Y11.41%7.52%
Max drawdown-7.55%-17.44%

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

Similar to EMPB and LCR