See what your fund actually adds
Efficient Market Portfolio Plus ETF EMPB
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | EMPB | Replication |
|---|---|---|
| Annualized growth | 20.1% | 11.7% |
| Annualized volatility | 10.3% | 7.6% |
| Sharpe ratio | 1.82 | 1.49 |
| Maximum drawdown | 6.2% | 8.2% |
| Replication fit (R²) | 0.42 · Tracking error 7.8% | |
Replication portfolio
The published portfolio below is the investable basket used to model EMPB’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHY | FI · High Yield | 63.7% |
| XLK | Sector · Technology | 21.1% |
| IGF | Sector · Infrastructure | 8.7% |
| VOX | Sector · Communication | 3.5% |
| XLV | Sector · Healthcare | 3.0% |