Screener
EPRF vs FPE
Innovator S&P Investment Grade Preferred ETF vs First Trust Preferred Securities and Income ETF
Key differences
- EPRF costs 0.36% less per year.
- FPE is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- EPRF is classified as alternative, while FPE is fixed income — different risk/return profiles.
- EPRF follows a structured outcome strategy; FPE uses index tracking.
- Over the last 3 years, FPE has delivered higher annualized returns.
Side-by-side comparison
| EPRF | FPE | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.83% |
| Fund size (AUM) | $72M | $6.4B |
| Since | 2016 | 2013 |
| Dividend yield | 6.08% | 5.83% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +4.0% | +9.7% |
| CAGR 3Y | +4.0% | +11.0% |
| CAGR 5Y | -1.5% | +3.3% |
| Sharpe 3Y | 0.09 | 1.44 |
| Volatility 1Y | 7.59% | 3.91% |
| Max drawdown | -26.82% | -33.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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