EMPB vs VYM
EMPB vs VYM
Efficient Market Portfolio Plus ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EMPB | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 2.21% | 0.04% | |
| AUM | $24M | $79.0B | |
| Dividend Yield | 0.76% | 2.86% | |
| Holdings | 20 | 568 | |
| YTD Return | +16.60% | +15.20% | |
| 1Y Return | +17.16% | +25.56% | |
| 3Y Return (annualized) | - | +17.86% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 8.1% | 14.6% | |
| Max Drawdown | -7.5% | -58.8% | |
| Fund Family | NextGenETF | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 9, 2024 | Nov 10, 2006 |
EMPB vs VYM Performance
Efficient Market Portfolio Plus ETF (EMPB) is a ETF from NextGenETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EMPB returned +17.16% while VYM returned +25.56%. Year to date, EMPB is up 16.60% versus a gain of 15.20% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 8.1% 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 -58.8% for VYM. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EMPB charges 2.21% per year while VYM charges 0.04%. On a $10,000 position that is $221 vs $4 annually, a gap of $217 per year that compounds over a long holding period. On income, EMPB currently yields 0.76% against 2.86% for VYM.
Holdings Overlap
EMPB and VYM share 0 holdings out of 577 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 VYM?
EMPB has an expense ratio of 2.21% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $217 per year of difference.
Which performed better, EMPB or VYM?
Over the past year EMPB returned +17.16% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EMPB annualized +20.02% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, EMPB or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 8.1% for EMPB. Worst drawdown: EMPB -7.5% vs VYM -58.8%.
Should I hold both EMPB and VYM?
EMPB and VYM have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EMPB and VYM?
EMPB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 577 unique securities.
Which pays a higher dividend, EMPB or VYM?
EMPB yields 0.76% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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