EMPB vs PCLO
Comparison between EFFICIENT MARKET PORTFOLIO PLUS ETF (EMPB, ETF) and VIRTUS SEIX AAA Private Credit CLO ETF (PCLO, ETF).
EMPB vs PCLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EMPB
$19M
Winner
PCLO
$19M
Expense Ratio
EMPB
2.21%
Winner
PCLO
0.29%
Max Drawdown
EMPB
7.55%
Winner
PCLO
1.51%
Sharpe Ratio
EMPB
1.31
Winner
PCLO
1.73
5Y Beta
EMPB
0.46
Winner
PCLO
0.02
EMPB vs PCLO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EMPB
+5.02%
PCLO
+0.44%
3M
Winner
EMPB
+9.31%
PCLO
+1.18%
6M
Winner
EMPB
+10.95%
PCLO
+2.40%
1Y
Winner
EMPB
+19.90%
PCLO
+5.34%
Max(CAGR)
Winner
EMPB
+20.05%
PCLO
+5.31%
EMPB vs PCLO - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | EMPB | PCLO |
|---|---|---|
| 2026 | +12.78% | +1.97% |
| 2025 | +14.64% | +5.32% |
| 2024 | +0.89% | +0.50% |
EMPB vs PCLO Drawdown Comparison
The maximum drawdown for EMPB was -7.55%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The maximum drawdown for PCLO was -0.76%, occurring on Apr 8, 2025. Recovery took 17 trading sessions.
The current EMPB drawdown is -0.49%.
| Rank | EMPB | PCLO |
|---|---|---|
| #1 | -7.55% Feb 19, 2025 - May 12, 2025 | -0.76% Mar 21, 2025 - Apr 15, 2025 |
| #2 | -5.98% Oct 6, 2025 - Feb 10, 2026 | -0.26% Mar 16, 2026 - Apr 8, 2026 |
| #3 | -5.56% Feb 25, 2026 - Apr 17, 2026 | -0.26% Jul 3, 2025 - Jul 9, 2025 |
| #4 | -4.08% Jan 6, 2025 - Jan 22, 2025 | -0.20% Apr 15, 2025 - Apr 24, 2025 |
| #5 | -2.65% Jan 24, 2025 - Feb 5, 2025 | -0.18% May 16, 2025 - May 20, 2025 |
| #6 | -2.05% Jun 12, 2025 - Jun 24, 2025 | -0.16% Feb 28, 2025 - Mar 7, 2025 |
| #7 | -1.86% Aug 18, 2025 - Aug 26, 2025 | -0.14% Mar 6, 2026 - Mar 12, 2026 |
| #8 | -1.53% Aug 28, 2025 - Sep 9, 2025 | -0.10% Feb 19, 2026 - Feb 27, 2026 |
| #9 | -1.45% Dec 26, 2024 - Jan 3, 2025 | -0.10% May 19, 2026 - May 21, 2026 |
| #10 | -1.39% Jul 28, 2025 - Aug 4, 2025 | -0.10% Oct 24, 2025 - Oct 30, 2025 |
| #11 | -1.37% Dec 17, 2024 - Dec 23, 2024 | -0.10% Oct 31, 2025 - Nov 7, 2025 |
| #12 | -1.35% Sep 19, 2025 - Oct 6, 2025 | -0.08% Dec 19, 2025 - Dec 26, 2025 |
| #13 | -1.26% May 14, 2026 - May 22, 2026 | -0.08% Mar 10, 2025 - Mar 14, 2025 |
| #14 | -0.98% Feb 11, 2026 - Feb 18, 2026 | -0.08% Apr 25, 2025 - Apr 30, 2025 |
| #15 | -0.92% Sep 9, 2025 - Sep 11, 2025 | -0.08% May 22, 2026 - Jun 2, 2026 |
Correlation
Correlation between EMPB and PCLO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2024 - 2026)
EMPB vs PCLO dividend yield comparison.
| Year | EMPB | PCLO |
|---|---|---|
| 2026 | 0.00% | 2.05% |
| 2025 | 0.88% | 5.53% |
| 2024 | 0.28% | 0.44% |
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