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EMPB vs SHUS

Efficient Market Portfolio Plus ETF vs Stratified LargeCap Hedged ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • SHUS costs 1.42% less per year.
  • EMPB follows a active selection strategy; SHUS uses option income.

Side-by-side comparison

EMPBSHUS
Annual cost (TER)2.21%0.79%
Fund size (AUM)$18M$24M
Since20242021
Dividend yield0.82%1.29%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+21.5%+17.7%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.61
Volatility 1Y11.41%10.18%
Max drawdown-7.55%-14.09%

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

Similar to EMPB and SHUS