EMPB vs XLSR
Efficient Market Portfolio Plus ETF against State Street US Sector Rotation ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
25%
3 shared positions
Fee gap
151 bp
XLSR is cheaper
1-year return gap
6.9 pts
EMPB is ahead
Larger fund
XLSR
$1.1B
Side by side
| EMPB | XLSR | |
|---|---|---|
| Fund | Efficient Market Portfolio Plus ETF | State Street US Sector Rotation ETF |
| Issuer | Efficient | State Street SPDR |
| Category | Risk Parity & Return Stacked | Tactical & Rotation |
| Expense ratio | 2.21% | 0.70% |
| Assets | $33M | $1.1B |
| Average daily dollar volume | $230K | $3.4M |
| Listed | Dec 11, 2024 | Apr 2, 2019 |
| FrenzyCap score | 10 | 47 |
| 1-month return | +2.1% | +3.6% |
| 3-month return | +5.5% | +4.7% |
| Year to date | +21.5% | +8.6% |
| 1-year return | +18.9% | +12.0% |
| 30-day volatility | 10.9% | 10.5% |
| Worst drawdown, 1 year | −6.7% | −11.3% |
| Trailing 12-month yield | 0.72% | 0.40% |
| Holdings | 19 | 21 |
| Top 10 weight | 99.8% | 90.6% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$316K thru May 2026 | +$50M thru Jun 2026 |
| 30-day implied volatility | — | 13.7% |
| Holdings as of | as of May 29, 2026SEC filing | as of Oct 8, 2026issuer data |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
29% of EMPB · 38% of XLSR
Sector mix of the stock holdings
| Sector | EMPB | XLSR | Gap |
|---|---|---|---|
| Technology | 0.0% | 22.7% | −22.7% |
| Consumer Discretionary | 0.0% | 1.9% | −1.9% |
| Communication Services | 0.0% | 0.4% | −0.4% |
More: full overlap table · EMPB holdings · XLSR holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.