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EMPB vs MSTB

Efficient Market Portfolio Plus ETF vs LHA Market State Tactical Beta ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

MSTB

LHA Market State Tactical Beta ETF

Annual cost

1.38%

Fund size

$197M

Key differences

EMPB is an alternative ETF, while MSTB is an equity ETF. EMPB charges 2.21% a year and MSTB 1.38%.

  • EMPB is an alternative fund, while MSTB is an equity fund. They carry different risk/return profiles.
  • MSTB costs 0.83% less per year.
  • MSTB is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EMPBMSTB
Annual cost (TER)2.21%1.38%
Fund size (AUM)$21M$197M
Since20242020
Dividend yield0.77%0.38%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+20.0%+15.4%
CAGR 3YN/A+17.1%
CAGR 5YN/A+8.0%
Sharpe 3YN/A1.09
Volatility 1Y11.30%10.49%
Max drawdown-7.55%-25.64%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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