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EMPB vs SPGM

Efficient Market Portfolio Plus ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

SPGM

State Street SPDR Portfolio MSCI Global Stock Market ETF

Annual cost

0.09%

Fund size

$1.7B

Key differences

EMPB is an alternative ETF, while SPGM is an equity ETF. EMPB charges 2.21% a year and SPGM 0.09%.

  • EMPB is an alternative fund, while SPGM is an equity fund. They carry different risk/return profiles.
  • EMPB follows a active selection strategy; SPGM uses index tracking.
  • EMPB covers North America; SPGM covers global markets.
  • SPGM costs 2.12% less per year.
  • SPGM is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • SPGM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBSPGM
Annual cost (TER)2.21%0.09%
Fund size (AUM)$21M$1.7B
Since20242012
Dividend yield0.77%1.67%
Asset classalternativeequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+19.5%+28.1%
CAGR 3YN/A+21.6%
CAGR 5YN/A+11.1%
Sharpe 3YN/A1.18
Volatility 1Y11.34%13.27%
Max drawdown-7.55%-33.97%

Similar to EMPB and SPGM