EMPB vs MHY
Comparison between EFFICIENT MARKET PORTFOLIO PLUS ETF (EMPB, ETF) and Western Asset Managed High Incm Fnd Inc (MHY, ETF).
EMPB vs MHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EMPB
$23M
MHY
$23M
Expense Ratio
EMPB
2.21%
Winner
MHY
0.69%
Max Drawdown
Winner
EMPB
7.55%
MHY
68.74%
Sharpe Ratio
Winner
EMPB
1.07
MHY
1.02
5Y Beta
EMPB
0.45
Winner
MHY
0.15
EMPB vs MHY - Holdings Comparison
EMPB and MHY have 1 common holdings. Overlap is -1.38%
EMPB's top 25 holdings weight is 99.99%. MHY's top 25 holdings weight is 36.57%.
| Rank | EMPB | MHY |
|---|---|---|
| #1 | OTHER ASSETS AND LIABILITIES (n/a) - 52.13% | U.S. DOLLAR (n/a) - 3.36% |
| #2 | INVESCO QQQ TRUST (QQQ) - 16.22% | GTC AURORA LUXEMBOURG SA 2.25% (n/a) - 1.60% |
| #3 | STT STRT®SPDR®S&P®MTLS &MNGETF (XME) - 16.20% | n/a (NCA) - 1.59% |
| #4 | VANECK SEMICONDUCTOR ETF (SMH) - 15.19% | n/a (n/a) - 1.56% |
| #5 | PROSHARES ULTRASHORT 20& YEAR TREASURY (TBT) - 13.06% | n/a (n/a) - 1.53% |
| #6 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 12.55% | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 1.52% |
| #7 | VANGUARD CONSUMER STAPLES ETF (VDC) - 12.48% | PETROBRAS GLOBAL FIN BV 6.25% (n/a) - 1.51% |
| #8 | ISHARES US TELECOMMUNICATIONS ETF (IYZ) - 12.22% | JANE STREET GROUP LLC / JSG FINANCE INC. 6.125% (n/a) - 1.50% |
| #9 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.09% | n/a (n/a) - 1.50% |
| #10 | US DOLLARS (n/a) - -1.38% | BCPE FLAVOR DEBT MERGER SUB LLC 9.5% (n/a) - 1.49% |
| #11 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - -4.04% | ARQIVA BROADCAST FINANCE PLC 8.625% (n/a) - 1.48% |
| #12 | ARK INNOVATION ETF (ARKK) - -4.08% | n/a (n/a) - 1.48% |
| #13 | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - -4.08% | n/a (n/a) - 1.47% |
| #14 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - -4.10% | n/a (n/a) - 1.46% |
| #15 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - -4.13% | JEFFERSON CAPITAL HOLDINGS LLC 8.25% (n/a) - 1.46% |
| #16 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - -4.14% | CHC GROUP LLC / CHC FINANCE LTD 11.75% (n/a) - 1.46% |
| #17 | ISHARES US HOME CONSTRUCTION ETF (ITB) - -4.63% | BELLIS ACQUISITION CO PLC 8.125% (n/a) - 1.43% |
| #18 | INVESCO SOLAR ETF (TAN) - -4.64% | WOM CHILE HOLDCO S.P.A. 5% (n/a) - 1.41% |
| #19 | GLOBAL X URANIUM ETF (URA) - -4.73% | CHEPLAPHARM ARZNEIMITTEL GMBH 7.5% (n/a) - 1.22% |
| #20 | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - -4.98% | LENZING AG 9% (n/a) - 1.20% |
| #21 | STATE STREET®FINSELSECTSPDR®ETF (XLF) - -5.22% | AAREAL BANK AG 9.875% (n/a) - 1.08% |
| #22 | N/A | TRIVIUM PACKAGING FINANCE BV 12.25% (n/a) - 1.08% |
| #23 | N/A | KAROON USA FINANCE INC. 10.5% (n/a) - 1.06% |
| #24 | N/A | C&W SENIOR FINANCE LTD. 9% (n/a) - 1.06% |
| #25 | N/A | NAVIOS SOUTH AMERICAN L 8.875 7/14/2030 (n/a) - 1.06% |
| Total Holdings | 21 | 92 |
EMPB vs MHY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EMPB
+2.09%
MHY
+1.29%
3M
Winner
EMPB
+8.33%
MHY
+3.56%
6M
Winner
EMPB
+19.44%
MHY
+4.32%
1Y
Winner
EMPB
+16.41%
MHY
+7.27%
10Y(CAGR)
EMPB
N/A
MHY
+18.82%
Max(CAGR)
Winner
EMPB
+19.65%
MHY
+10.50%
EMPB vs MHY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EMPB | MHY |
|---|---|---|
| 2026 | +14.90% | +5.34% |
| 2025 | +14.64% | +1.74% |
| 2024 | +0.89% | N/A |
| 2016 | N/A | +14.04% |
| 2015 | N/A | -3.68% |
| 2014 | N/A | -3.04% |
| 2013 | N/A | -2.18% |
| 2012 | N/A | +10.16% |
| 2011 | N/A | +6.98% |
| 2010 | N/A | +16.09% |
| 2009 | N/A | +48.58% |
| 2008 | N/A | -18.41% |
| 2007 | N/A | -7.35% |
| 2006 | N/A | +18.28% |
| 2005 | N/A | +0.17% |
| 2004 | N/A | +1.72% |
| 2003 | N/A | +20.89% |
| 2002 | N/A | -5.24% |
| 2001 | N/A | -7.05% |
| 2000 | N/A | +12.48% |
| 1999 | N/A | -4.19% |
EMPB vs MHY Drawdown Comparison
The maximum drawdown for EMPB was -7.55%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The maximum drawdown for MHY was -51.73%, occurring on Oct 9, 2008. Recovery took 553 trading sessions.
The current EMPB drawdown is -0.25%. The current MHY drawdown is -0.20%.
| Rank | EMPB | MHY |
|---|---|---|
| #1 | -7.55% Feb 19, 2025 - May 12, 2025 | -51.73% Jun 4, 2007 - Aug 12, 2009 |
| #2 | -5.98% Oct 6, 2025 - Feb 10, 2026 | -32.62% Jan 24, 2001 - Jun 9, 2003 |
| #3 | -5.56% Feb 25, 2026 - Apr 17, 2026 | -20.58% Aug 28, 2012 - Aug 18, 2016 |
| #4 | -4.08% Jan 6, 2025 - Jan 22, 2025 | -16.23% May 11, 2011 - Jan 26, 2012 |
| #5 | -2.65% Jan 24, 2025 - Feb 5, 2025 | -15.95% Jan 21, 2004 - Aug 30, 2004 |
| #6 | -2.47% Jul 14, 2026 - Jul 17, 2026 | -14.80% Aug 23, 2000 - Jan 4, 2001 |
| #7 | -2.05% Jun 12, 2025 - Jun 24, 2025 | -13.79% Nov 8, 2010 - Mar 23, 2011 |
| #8 | -1.86% Aug 18, 2025 - Aug 26, 2025 | -13.22% Apr 13, 2010 - Jul 16, 2010 |
| #9 | -1.84% Jun 12, 2026 - Jun 30, 2026 | -11.54% Oct 21, 2009 - Jan 20, 2010 |
| #10 | -1.66% Jun 30, 2026 - Jul 10, 2026 | -11.48% Jun 12, 2003 - Jan 21, 2004 |
| #11 | -1.53% Aug 28, 2025 - Sep 9, 2025 | -10.90% Nov 4, 1999 - Jun 1, 2000 |
| #12 | -1.45% Dec 26, 2024 - Jan 3, 2025 | -10.13% Oct 18, 2004 - Aug 3, 2006 |
| #13 | -1.39% Jul 28, 2025 - Aug 4, 2025 | -7.04% Feb 23, 2007 - May 10, 2007 |
| #14 | -1.37% Dec 17, 2024 - Dec 23, 2024 | -6.79% Jan 21, 2010 - Feb 19, 2010 |
| #15 | -1.35% Sep 19, 2025 - Oct 6, 2025 | -6.54% Mar 23, 2012 - Aug 10, 2012 |
Correlation
Correlation between EMPB and MHY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (1999 - 2026)
EMPB vs MHY dividend yield comparison.
| Year | EMPB | MHY |
|---|---|---|
| 2026 | 0.00% | 1.93% |
| 2025 | 0.88% | 3.42% |
| 2024 | 0.28% | 0.00% |
| 2016 | 0.00% | 5.68% |
| 2015 | 0.00% | 9.16% |
| 2014 | 0.00% | 8.24% |
| 2013 | 0.00% | 8.02% |
| 2012 | 0.00% | 8.03% |
| 2011 | 0.00% | 8.98% |
| 2010 | 0.00% | 9.73% |
| 2009 | 0.00% | 10.10% |
| 2008 | 0.00% | 13.00% |
| 2007 | 0.00% | 9.41% |
| 2006 | 0.00% | 4.88% |
| 2005 | 0.00% | 8.43% |
| 2004 | 0.00% | 9.05% |
| 2003 | 0.00% | 9.32% |
| 2002 | 0.00% | 11.21% |
| 2001 | 0.00% | 12.63% |
| 2000 | 0.00% | 11.53% |
| 1999 | 0.00% | 1.95% |
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