EMPB vs IVV
EMPB vs IVV
Efficient Market Portfolio Plus ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EMPB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 2.21% | 0.03% | |
| AUM | $24M | $865.2B | |
| Dividend Yield | 0.76% | 1.09% | |
| Holdings | 20 | 508 | |
| YTD Return | +19.12% | +13.80% | |
| 1Y Return | +20.09% | +23.70% | |
| 3Y Return (annualized) | - | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 8.3% | 15.1% | |
| Max Drawdown | -7.5% | -56.5% | |
| Fund Family | NextGenETF | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 9, 2024 | May 15, 2000 |
EMPB vs IVV Performance
Efficient Market Portfolio Plus ETF (EMPB) is a ETF from NextGenETF and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EMPB returned +20.09% while IVV returned +23.70%. Year to date, EMPB is up 19.12% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.3% for EMPB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -7.5% for EMPB and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EMPB charges 2.21% per year while IVV charges 0.03%. On a $10,000 position that is $221 vs $3 annually, a gap of $218 per year that compounds over a long holding period. On income, EMPB currently yields 0.76% against 1.09% for IVV.
Holdings Overlap
EMPB and IVV share 0 holdings out of 524 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EMPB or IVV?
EMPB has an expense ratio of 2.21% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $218 per year of difference.
Which performed better, EMPB or IVV?
Over the past year EMPB returned +20.09% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), EMPB annualized +21.55% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, EMPB or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 8.3% for EMPB. Worst drawdown: EMPB -7.5% vs IVV -56.5%.
Should I hold both EMPB and IVV?
EMPB and IVV have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EMPB and IVV?
EMPB and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 524 unique securities.
Which pays a higher dividend, EMPB or IVV?
EMPB yields 0.76% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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