EMPB vs SPY
Comparison between EFFICIENT MARKET PORTFOLIO PLUS ETF (EMPB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
EMPB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EMPB
$19M
Winner
SPY
$735B
Expense Ratio
EMPB
2.21%
Winner
SPY
0.09%
Max Drawdown
Winner
EMPB
7.55%
SPY
56.47%
Sharpe Ratio
EMPB
1.31
Winner
SPY
1.62
5Y Beta
Winner
EMPB
0.46
SPY
1.00
P/E Ratio
EMPB
N/A
SPY
28.99
Forward P/E
EMPB
N/A
SPY
22.37
5Y Dividends CAGR
EMPB
N/A
SPY
5.43%
5Y EPS CAGR
EMPB
N/A
SPY
26.05%
Debt to Equity
EMPB
N/A
SPY
32.40%
P/S Ratio
EMPB
N/A
SPY
3.74
P/B Ratio
EMPB
N/A
SPY
5.61
EMPB vs SPY - Holdings Comparison
EMPB and SPY have 0 common holdings. Overlap is 0.00%
EMPB's top 25 holdings weight is 52.66%. SPY's top 25 holdings weight is 52.37%.
| Rank | EMPB | SPY |
|---|---|---|
| #1 | VANECK SEMICONDUCTOR ETF (SMH) - 11.29% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | INVESCO SOLAR ETF (TAN) - 11.22% | APPLE INC (AAPL) - 7.02% |
| #3 | INVESCO QQQ TRUST (QQQ) - 10.39% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | ISHARES US TELECOMMUNICATIONS ETF (IYZ) - 10.07% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | ARK INNOVATION ETF (ARKK) - 9.68% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 9.67% | BROADCOM INC (AVGO) - 3.10% |
| #7 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 9.59% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | PROSHARES ULTRASHORT 20& YEAR TREASURY (TBT) - 9.58% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 9.45% | TESLA INC (TSLA) - 1.89% |
| #10 | GLOBAL X URANIUM ETF (URA) - 8.57% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.07% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - -4.60% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | VANGUARD CONSUMER STAPLES ETF (VDC) - -4.63% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - -4.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - -4.74% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - -4.83% | INTEL CORP (INTC) - 0.90% |
| #17 | ISHARES US HOME CONSTRUCTION ETF (ITB) - -7.57% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - -7.66% | VISA INC CLASS A (V) - 0.85% |
| #19 | STT STRT®SPDR®S&P®MTLS &MNGETF (XME) - -8.18% | WALMART INC (WMT) - 0.81% |
| #20 | N/A | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | N/A | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | N/A | CATERPILLAR INC (CAT) - 0.66% |
| #23 | N/A | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | N/A | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | N/A | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 19 | 505 |
EMPB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EMPB
+5.02%
SPY
+1.90%
3M
Winner
EMPB
+9.31%
SPY
+8.55%
6M
Winner
EMPB
+10.95%
SPY
+8.18%
1Y
EMPB
+19.90%
Winner
SPY
+25.79%
5Y(CAGR)
EMPB
N/A
SPY
+13.32%
10Y(CAGR)
EMPB
N/A
SPY
+15.19%
Max(CAGR)
Winner
EMPB
+20.05%
SPY
+8.47%
EMPB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EMPB | SPY |
|---|---|---|
| 2026 | +12.78% | +8.26% |
| 2025 | +14.64% | +18.00% |
| 2024 | +0.89% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EMPB vs SPY Drawdown Comparison
The maximum drawdown for EMPB was -7.55%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EMPB drawdown is -0.49%. The current SPY drawdown is -2.90%.
| Rank | EMPB | SPY |
|---|---|---|
| #1 | -7.55% Feb 19, 2025 - May 12, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -5.98% Oct 6, 2025 - Feb 10, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -5.56% Feb 25, 2026 - Apr 17, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.08% Jan 6, 2025 - Jan 22, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -2.65% Jan 24, 2025 - Feb 5, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.05% Jun 12, 2025 - Jun 24, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -1.86% Aug 18, 2025 - Aug 26, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -1.53% Aug 28, 2025 - Sep 9, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.45% Dec 26, 2024 - Jan 3, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.39% Jul 28, 2025 - Aug 4, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.37% Dec 17, 2024 - Dec 23, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.35% Sep 19, 2025 - Oct 6, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.26% May 14, 2026 - May 22, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.98% Feb 11, 2026 - Feb 18, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.92% Sep 9, 2025 - Sep 11, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EMPB and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
EMPB vs SPY dividend yield comparison.
| Year | EMPB | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.88% | 1.07% |
| 2024 | 0.28% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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