Screener
EPRF vs SPBO
Innovator S&P Investment Grade Preferred ETF vs State Street SPDR Portfolio Corporate Bond ETF
Key differences
- SPBO costs 0.44% less per year.
- SPBO is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- EPRF is classified as alternative, while SPBO is fixed income — different risk/return profiles.
- EPRF covers north america markets; SPBO covers global.
- EPRF follows a structured outcome strategy; SPBO uses index tracking.
- Over the last 3 years, SPBO has delivered higher annualized returns.
- SPBO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPRF | SPBO | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.03% |
| Fund size (AUM) | $72M | $2.0B |
| Since | 2016 | 2011 |
| Dividend yield | 6.08% | 5.12% |
| Asset class | alternative | fixed income |
| Region | north america | global |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +4.0% | +7.2% |
| CAGR 3Y | +4.0% | +5.7% |
| CAGR 5Y | -1.5% | +0.9% |
| Sharpe 3Y | 0.09 | 0.36 |
| Volatility 1Y | 7.59% | 4.45% |
| Max drawdown | -26.82% | -22.04% |
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