Screener
EPRF vs IVV
Innovator S&P Investment Grade Preferred ETF vs iShares Core S&P 500 ETF
Key differences
- IVV costs 0.44% less per year.
- IVV is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- EPRF is classified as alternative, while IVV is equity — different risk/return profiles.
- EPRF follows a structured outcome strategy; IVV uses index tracking.
- Over the last 3 years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPRF | IVV | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.03% |
| Fund size (AUM) | $72M | $797.5B |
| Since | 2016 | 2000 |
| Dividend yield | 6.08% | 1.12% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +4.0% | +31.2% |
| CAGR 3Y | +4.0% | +23.2% |
| CAGR 5Y | -1.5% | +14.4% |
| Sharpe 3Y | 0.09 | 1.24 |
| Volatility 1Y | 7.59% | 11.95% |
| Max drawdown | -26.82% | -33.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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