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IG vs EPRF

Principal Investment Grade Corporate ETF vs Innovator S&P Investment Grade Preferred ETF

IG

Principal Investment Grade Corporate ETF

Annual cost

0.19%

Fund size

$179M

EPRF

Innovator S&P Investment Grade Preferred ETF

Annual cost

0.47%

Fund size

$72M

Key differences

  • IG costs 0.28% less per year.
  • IG is classified as fixed income, while EPRF is alternative — different risk/return profiles.
  • IG follows a active selection strategy; EPRF uses structured outcome.
  • Over the last 3 years, IG has delivered higher annualized returns.

Side-by-side comparison

IGEPRF
Annual cost (TER)0.19%0.47%
Fund size (AUM)$179M$72M
Since20182016
Dividend yield5.06%6.08%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionstructured outcome
CAGR 1Y+6.9%+3.6%
CAGR 3Y+5.5%+4.0%
CAGR 5Y+0.3%-1.5%
Sharpe 3Y0.330.09
Volatility 1Y4.75%7.51%
Max drawdown-23.17%-26.82%

Similar to IG and EPRF