Screener
EPRF vs CAFX
Innovator S&P Investment Grade Preferred ETF vs Congress Intermediate Bond ETF
Key differences
- CAFX costs 0.12% less per year.
- CAFX is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- EPRF is classified as alternative, while CAFX is fixed income — different risk/return profiles.
- EPRF follows a structured outcome strategy; CAFX uses active selection.
- EPRF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPRF | CAFX | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.35% |
| Fund size (AUM) | $72M | $325M |
| Since | 2016 | 2024 |
| Dividend yield | 6.08% | 3.99% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | structured outcome | active selection |
| CAGR 1Y | +4.0% | +4.1% |
| CAGR 3Y | +4.0% | N/A |
| CAGR 5Y | -1.5% | N/A |
| Sharpe 3Y | 0.09 | N/A |
| Volatility 1Y | 7.59% | 2.90% |
| Max drawdown | -26.82% | -2.63% |
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