Screener
EMPB vs SPY
Efficient Market Portfolio Plus ETF vs State Street SPDR S&P 500 ETF Trust
Key differences
EMPB is an alternative ETF, while SPY is an equity ETF. EMPB charges 2.21% a year and SPY 0.09%.
- EMPB is an alternative fund, while SPY is an equity fund. They carry different risk/return profiles.
- EMPB follows a active selection strategy; SPY uses index tracking.
- SPY costs 2.12% less per year.
- SPY is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
- SPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMPB | SPY | |
|---|---|---|
| Annual cost (TER) | 2.21% | 0.09% |
| Fund size (AUM) | $21M | $783.8B |
| Since | 2024 | 1993 |
| Dividend yield | 0.77% | 0.98% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.5% | +25.2% |
| CAGR 3Y | N/A | +22.4% |
| CAGR 5Y | N/A | +13.5% |
| Sharpe 3Y | N/A | 1.17 |
| Volatility 1Y | 11.34% | 12.12% |
| Max drawdown | -7.55% | -33.72% |
Similar to EMPB and SPY
Explore further