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EMPB vs USPX

Efficient Market Portfolio Plus ETF vs Franklin U.S. Equity Index ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 2.18% less per year.
  • USPX is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while USPX is equity — different risk/return profiles.
  • EMPB follows a active selection strategy; USPX uses index tracking.
  • USPX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBUSPX
Annual cost (TER)2.21%0.03%
Fund size (AUM)$18M$1.8B
Since20242016
Dividend yield0.82%1.09%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.5%+28.8%
CAGR 3YN/A+23.3%
CAGR 5YN/A+12.6%
Sharpe 3YN/A1.22
Volatility 1Y11.41%12.24%
Max drawdown-7.55%-31.21%

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

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