Screener
EPRF vs SPLB
Innovator S&P Investment Grade Preferred ETF vs State Street SPDR Portfolio Long Term Corporate Bond ETF
Key differences
- SPLB costs 0.43% less per year.
- SPLB is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- EPRF is classified as alternative, while SPLB is fixed income — different risk/return profiles.
- EPRF follows a structured outcome strategy; SPLB uses index tracking.
- SPLB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPRF | SPLB | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.04% |
| Fund size (AUM) | $72M | $1.3B |
| Since | 2016 | 2009 |
| Dividend yield | 6.08% | 5.39% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +4.0% | +9.1% |
| CAGR 3Y | +4.0% | +4.7% |
| CAGR 5Y | -1.5% | -1.5% |
| Sharpe 3Y | 0.09 | 0.15 |
| Volatility 1Y | 7.59% | 8.24% |
| Max drawdown | -26.82% | -34.46% |
Similar to EPRF and SPLB
Explore further