Screener
EPRF vs YLD
Innovator S&P Investment Grade Preferred ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.08% less per year.
- YLD is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- EPRF covers north america markets; YLD covers global.
- EPRF follows a structured outcome strategy; YLD uses multi strategy.
- Over the last 3 years, YLD has delivered higher annualized returns.
Side-by-side comparison
| EPRF | YLD | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.39% |
| Fund size (AUM) | $72M | $524M |
| Since | 2016 | 2015 |
| Dividend yield | 6.08% | 7.31% |
| Asset class | alternative | alternative |
| Region | north america | global |
| Strategy | structured outcome | multi strategy |
| CAGR 1Y | +3.6% | +8.1% |
| CAGR 3Y | +4.0% | +9.1% |
| CAGR 5Y | -1.5% | +5.1% |
| Sharpe 3Y | 0.09 | 0.93 |
| Volatility 1Y | 7.51% | 4.33% |
| Max drawdown | -26.82% | -28.34% |
Similar to EPRF and YLD
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