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EMPB vs YLD

Efficient Market Portfolio Plus ETF vs Principal Active High Yield ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 1.82% less per year.
  • YLD is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB covers north america markets; YLD covers global.
  • EMPB follows a active selection strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBYLD
Annual cost (TER)2.21%0.39%
Fund size (AUM)$18M$524M
Since20242015
Dividend yield0.82%7.31%
Asset classalternativealternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1Y+20.6%+8.3%
CAGR 3YN/A+9.0%
CAGR 5YN/A+5.2%
Sharpe 3YN/A0.91
Volatility 1Y11.39%4.34%
Max drawdown-7.55%-28.34%

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

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