Screener
EPRF vs XTJA
Innovator S&P Investment Grade Preferred ETF vs Innovator U.S. Equity Accelerated Plus ETF - January
Key differences
- EPRF costs 0.32% less per year.
- EPRF is significantly larger than XTJA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XTJA has delivered higher annualized returns.
- EPRF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPRF | XTJA | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.79% |
| Fund size (AUM) | $72M | $18M |
| Since | 2016 | 2021 |
| Dividend yield | 6.08% | 0.00% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | structured outcome | structured outcome |
| CAGR 1Y | +4.0% | +22.0% |
| CAGR 3Y | +4.0% | +15.4% |
| CAGR 5Y | -1.5% | N/A |
| Sharpe 3Y | 0.09 | 0.96 |
| Volatility 1Y | 7.59% | 8.61% |
| Max drawdown | -26.82% | -26.23% |
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