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EMPB vs VO

Efficient Market Portfolio Plus ETF vs Vanguard Mid-Cap Index Fund ETF Shares

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

VO

Vanguard Mid-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$213.8B

Key differences

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

Side-by-side comparison

EMPBVO
Annual cost (TER)2.21%0.03%
Fund size (AUM)$18M$213.8B
Since20242004
Dividend yield0.82%1.40%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.5%+18.5%
CAGR 3YN/A+16.7%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.88
Volatility 1Y11.41%12.42%
Max drawdown-7.55%-39.37%

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

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