Screener
EPRF vs SOXX
Innovator S&P Investment Grade Preferred ETF vs iShares Semiconductor ETF
Key differences
- SOXX costs 0.13% less per year.
- SOXX is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- EPRF is classified as alternative, while SOXX is equity — different risk/return profiles.
- EPRF follows a structured outcome strategy; SOXX uses index tracking.
- Over the last 3 years, SOXX has delivered higher annualized returns.
- SOXX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPRF | SOXX | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.34% |
| Fund size (AUM) | $72M | $29.6B |
| Since | 2016 | 2001 |
| Dividend yield | 6.08% | 0.36% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +4.0% | +178.8% |
| CAGR 3Y | +4.0% | +57.7% |
| CAGR 5Y | -1.5% | +34.9% |
| Sharpe 3Y | 0.09 | 1.35 |
| Volatility 1Y | 7.59% | 33.99% |
| Max drawdown | -26.82% | -45.75% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to EPRF and SOXX
Explore further