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EPRF vs IG

Innovator S&P Investment Grade Preferred ETF vs Principal Investment Grade Corporate ETF

EPRF

Innovator S&P Investment Grade Preferred ETF

Annual cost

0.47%

Fund size

$72M

IG

Principal Investment Grade Corporate ETF

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.28% less per year.
  • EPRF is classified as alternative, while IG is fixed income — different risk/return profiles.
  • EPRF follows a structured outcome strategy; IG uses active selection.
  • Over the last 3 years, IG has delivered higher annualized returns.

Side-by-side comparison

EPRFIG
Annual cost (TER)0.47%0.19%
Fund size (AUM)$72M$179M
Since20162018
Dividend yield6.08%5.06%
Asset classalternativefixed income
Regionnorth america
Strategystructured outcomeactive selection
CAGR 1Y+3.6%+6.9%
CAGR 3Y+4.0%+5.5%
CAGR 5Y-1.5%+0.3%
Sharpe 3Y0.090.33
Volatility 1Y7.51%4.75%
Max drawdown-26.82%-23.17%

Similar to EPRF and IG