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PEPS vs EMPB

Parametric Equity Plus ETF vs Efficient Market Portfolio Plus ETF

PEPS

Parametric Equity Plus ETF

Eaton Vance ETFs

Annual cost

0.10%

Fund size

$26M

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

Key differences

  • PEPS costs 2.11% less per year.
  • PEPS follows a option income strategy; EMPB uses active selection.

Side-by-side comparison

PEPSEMPB
Annual cost (TER)0.10%2.21%
Fund size (AUM)$26M$18M
Since20242024
Dividend yield0.94%0.82%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+32.6%+21.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.22%11.41%
Max drawdown-9.79%-7.55%

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

Similar to PEPS and EMPB