Skip to content
Beacon

EMPBEfficient Market Portfolio Plus ETF

Take a bet#676 of 761 for Take a bet

Seeks capital appreciation.

NextGen EMP, Inc. · Since 2024 (1 year)

Annual Cost

2.21%

#5294 out of 5,332 ETFs

Fund Size

$18M

#4199 out of 5,332 ETFs

Dividend Yield

0.87%

Track Record

1 year

#4089 out of 5,332 ETFs

Performance

1 Year

+20.6%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Stocks
52.9%
Other
46.5%
Cash
0.6%

Top holdings

iShares US Telecommunications ETFIYZ16.7%
State Street® CnsmrDiscSelSectSPDR®ETFXLY15.8%
ARK Innovation ETFARKK15.7%
Invesco Solar ETFTAN10.3%
State Street®FinSelSectSPDR®ETFXLF9.7%
Invesco QQQ TrustQQQ9.7%
VanEck Semiconductor ETFSMH9.6%
Global X Uranium ETFURA9.0%
State Street® SPDR® S&P® Retail ETFXRT7.8%
Stt Strt®SPDR®S&P®Mtls &MngETFXME7.7%

Risk profile

Volatility (1Y)

11.5%

Moderate

Max drawdown

-7.5%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Data updated on 2026-05-05