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FGLS.NEO vs. EMPB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FGLS.NEO vs. EMPB - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Fidelity Global Value Long/Short Alternative ETF (FGLS.NEO) and Efficient Market Portfolio Plus ETF (EMPB). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

FGLS.NEO is traded in CAD, while EMPB is traded in USD. To make them comparable, the EMPB values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, FGLS.NEO achieves a 8.43% return, which is significantly lower than EMPB's 15.91% return.


FGLS.NEO

1D
5.59%
1M
15.32%
6M
9.72%
YTD
8.43%
1Y
12.65%
3Y*
5Y*
10Y*

EMPB

1D
-1.05%
1M
0.31%
6M
18.25%
YTD
15.91%
1Y
17.34%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FGLS.NEO vs. EMPB - Yearly Performance Comparison


2026 (YTD)20252024
FGLS.NEO
Fidelity Global Value Long/Short Alternative ETF
8.43%8.38%2.87%
EMPB
Efficient Market Portfolio Plus ETF
15.91%9.60%1.85%

Correlation

The correlation between FGLS.NEO and EMPB is -0.38, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.38

Correlation (All Time)
Calculated using the full available price history since Dec 12, 2024

-0.36

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Return for Risk

FGLS.NEO vs. EMPB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGLS.NEO
FGLS.NEO Risk / Return Rank: 1818
Overall Rank
FGLS.NEO Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
FGLS.NEO Sortino Ratio Rank: 1919
Sortino Ratio Rank
FGLS.NEO Omega Ratio Rank: 1818
Omega Ratio Rank
FGLS.NEO Calmar Ratio Rank: 1818
Calmar Ratio Rank
FGLS.NEO Martin Ratio Rank: 1717
Martin Ratio Rank

EMPB
EMPB Risk / Return Rank: 5050
Overall Rank
EMPB Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
EMPB Sortino Ratio Rank: 4444
Sortino Ratio Rank
EMPB Omega Ratio Rank: 4545
Omega Ratio Rank
EMPB Calmar Ratio Rank: 6262
Calmar Ratio Rank
EMPB Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FGLS.NEO vs. EMPB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Value Long/Short Alternative ETF (FGLS.NEO) and Efficient Market Portfolio Plus ETF (EMPB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FGLS.NEOEMPBDifference
Sharpe ratioReturn per unit of total volatility

-1.01

Sortino ratioReturn per unit of downside risk

-1.29

Omega ratioGain probability vs. loss probability

1.10

1.26

-0.16

Calmar ratioReturn relative to maximum drawdown

0.60

2.03

-1.43

Martin ratioReturn relative to average drawdown

1.23

6.14

-4.91

FGLS.NEO vs. EMPB - Sharpe Ratio Comparison

The current FGLS.NEO Sharpe Ratio is 0.46, which is lower than the EMPB Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of FGLS.NEO and EMPB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FGLS.NEO vs. EMPB - Drawdown Comparison

The maximum FGLS.NEO drawdown since its inception was -25.89%, which is greater than EMPB's maximum drawdown of -8.58%. Use the drawdown chart below to compare losses from any high point for FGLS.NEO and EMPB.


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Drawdown Indicators


FGLS.NEOEMPBDifference

Max Drawdown

Largest peak-to-trough decline

-25.89%

-8.58%

-17.31%

Max Drawdown (1Y)

Largest decline over 1 year

-21.12%

-8.58%

-12.54%

Current Drawdown

Current decline from peak

-7.51%

-2.88%

-4.63%

Average Drawdown

Average peak-to-trough decline

-14.44%

-2.05%

-12.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.29%

2.83%

+7.46%

Volatility

FGLS.NEO vs. EMPB - Volatility Comparison

Fidelity Global Value Long/Short Alternative ETF (FGLS.NEO) has a higher volatility of 11.09% compared to Efficient Market Portfolio Plus ETF (EMPB) at 3.99%. This indicates that FGLS.NEO's price experiences larger fluctuations and is considered to be riskier than EMPB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FGLS.NEOEMPBDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.09%

3.99%

+7.10%

Volatility (6M)

Calculated over the trailing 6-month period

21.09%

9.19%

+11.90%

Volatility (1Y)

Calculated over the trailing 1-year period

27.47%

11.80%

+15.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.00%

12.67%

+11.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.00%

12.67%

+11.33%

FGLS.NEO vs. EMPB - Expense Ratio Comparison

FGLS.NEO has a 1.51% expense ratio, which is lower than EMPB's 1.82% expense ratio.


Dividends

FGLS.NEO vs. EMPB - Dividend Comparison

FGLS.NEO has not paid dividends to shareholders, while EMPB's dividend yield for the trailing twelve months is around 0.78%.


PositionTTM20252024
EMPB
Efficient Market Portfolio Plus ETF
0.78%0.88%0.28%
FGLS.NEO
Fidelity Global Value Long/Short Alternative ETF
0.00%0.00%0.00%

Frequently Asked Questions


FGLS.NEO and EMPB have a correlation of -0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FGLS.NEO is cheaper at 1.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FGLS.NEO is cheaper with a 1.51% expense ratio, compared with 1.82% for EMPB.

They also come from different issuers: Fidelity and Empowered Funds. Their fees differ too: 1.51% for FGLS.NEO and 1.82% for EMPB.

Portfolio Optimizer

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