Screener
EMPB vs OMFS
Efficient Market Portfolio Plus ETF vs Invesco Russell 2000 Dynamic Multifactor ETF
Key differences
EMPB is an alternative ETF, while OMFS is an equity ETF. EMPB charges 2.21% a year and OMFS 0.39%.
- EMPB is an alternative fund, while OMFS is an equity fund. They carry different risk/return profiles.
- EMPB follows a active selection strategy; OMFS uses index enhanced.
- OMFS costs 1.82% less per year.
- OMFS is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
- OMFS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMPB | OMFS | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.39% |
| Fund size (AUM) | $21M | $283M |
| Since | 2024 | 2017 |
| Dividend yield | 0.77% | 0.90% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +20.5% | +31.4% |
| CAGR 3Y | N/A | +14.1% |
| CAGR 5Y | N/A | +5.9% |
| Sharpe 3Y | N/A | 0.57 |
| Volatility 1Y | 11.31% | 18.00% |
| Max drawdown | -7.55% | -42.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.