Screener
EPRF vs FPEI
Innovator S&P Investment Grade Preferred ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
- EPRF costs 0.38% less per year.
- FPEI is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- EPRF is classified as alternative, while FPEI is equity — different risk/return profiles.
- EPRF follows a structured outcome strategy; FPEI uses active selection.
- Over the last 3 years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| EPRF | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.85% |
| Fund size (AUM) | $72M | $1.9B |
| Since | 2016 | 2017 |
| Dividend yield | 6.08% | 5.69% |
| Asset class | alternative | equity |
| Region | north america | — |
| Strategy | structured outcome | active selection |
| CAGR 1Y | +4.0% | +10.0% |
| CAGR 3Y | +4.0% | +11.2% |
| CAGR 5Y | -1.5% | +4.4% |
| Sharpe 3Y | 0.09 | 1.73 |
| Volatility 1Y | 7.59% | 3.76% |
| Max drawdown | -26.82% | -27.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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