Screener
EPRF vs SPIB
Innovator S&P Investment Grade Preferred ETF vs State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
Key differences
- SPIB costs 0.43% less per year.
- SPIB is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- EPRF is classified as alternative, while SPIB is fixed income — different risk/return profiles.
- EPRF follows a structured outcome strategy; SPIB uses index tracking.
- Over the last 3 years, SPIB has delivered higher annualized returns.
- SPIB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPRF | SPIB | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.04% |
| Fund size (AUM) | $72M | $11.0B |
| Since | 2016 | 2009 |
| Dividend yield | 6.08% | 4.43% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +4.0% | +5.8% |
| CAGR 3Y | +4.0% | +5.8% |
| CAGR 5Y | -1.5% | +1.9% |
| Sharpe 3Y | 0.09 | 0.58 |
| Volatility 1Y | 7.59% | 2.85% |
| Max drawdown | -26.82% | -14.94% |
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