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PLGI vs EPRF

PL Growth and Income ETF vs Innovator S&P Investment Grade Preferred ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$61M

EPRF

Innovator S&P Investment Grade Preferred ETF

Annual cost

0.47%

Fund size

$72M

Key differences

  • EPRF costs 0.78% less per year.
  • PLGI is classified as equity, while EPRF is alternative — different risk/return profiles.
  • PLGI follows a active selection strategy; EPRF uses structured outcome.
  • EPRF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PLGIEPRF
Annual cost (TER)1.25%0.47%
Fund size (AUM)$61M$72M
Since20252016
Dividend yield6.08%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionstructured outcome
CAGR 1YN/A+4.0%
CAGR 3YN/A+4.0%
CAGR 5YN/A-1.5%
Sharpe 3YN/A0.09
Volatility 1Y7.59%
Max drawdown-7.26%-26.82%

Similar to PLGI and EPRF