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EMPB vs SPD

Efficient Market Portfolio Plus ETF vs Simplify US Equity PLUS Downside Convexity ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

SPD

Simplify US Equity PLUS Downside Convexity ETF

Simplify Asset Management

Annual cost

0.53%

Fund size

$109M

Key differences

  • SPD costs 1.68% less per year.
  • SPD is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB follows a active selection strategy; SPD uses option income.

Side-by-side comparison

EMPBSPD
Annual cost (TER)2.21%0.53%
Fund size (AUM)$18M$109M
Since20242020
Dividend yield0.82%1.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+21.5%+15.3%
CAGR 3YN/A+18.4%
CAGR 5YN/A+8.3%
Sharpe 3YN/A0.87
Volatility 1Y11.41%13.38%
Max drawdown-7.55%-27.38%

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

Similar to EMPB and SPD