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EMPB vs XCOR

Efficient Market Portfolio Plus ETF vs Fundx ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

Key differences

EMPB is an alternative ETF, while XCOR is an equity ETF. EMPB charges 2.21% a year and XCOR 1.15%.

  • EMPB is an alternative fund, while XCOR is an equity fund. They carry different risk/return profiles.
  • XCOR costs 1.06% less per year.
  • XCOR is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBXCOR
Annual cost (TER)2.21%1.15%
Fund size (AUM)$21M$193M
Since20242001
Dividend yield0.77%0.38%
Asset classalternativeequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+20.5%+26.1%
CAGR 3YN/A+22.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.06
Volatility 1Y11.31%13.61%
Max drawdown-7.55%-22.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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