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EMPB vs SPYM

Efficient Market Portfolio Plus ETF vs State Street SPDR Portfolio S&P 500 ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

SPYM

State Street SPDR Portfolio S&P 500 ETF

Annual cost

0.02%

Fund size

$137.6B

Key differences

EMPB is an alternative ETF, while SPYM is an equity ETF. EMPB charges 2.21% a year and SPYM 0.02%.

  • EMPB is an alternative fund, while SPYM is an equity fund. They carry different risk/return profiles.
  • EMPB follows a active selection strategy; SPYM uses index tracking.
  • SPYM costs 2.19% less per year.
  • SPYM is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • SPYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBSPYM
Annual cost (TER)2.21%0.02%
Fund size (AUM)$21M$137.6B
Since20242005
Dividend yield0.77%1.05%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.5%+25.3%
CAGR 3YN/A+22.5%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.21
Volatility 1Y11.34%12.09%
Max drawdown-7.55%-33.87%

Similar to EMPB and SPYM