Screener
PREF vs EPRF
Principal Spectrum Preferred Securities Active ETF vs Innovator S&P Investment Grade Preferred ETF
Key differences
- EPRF costs 0.08% less per year.
- PREF is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- PREF is classified as fixed income, while EPRF is alternative — different risk/return profiles.
- PREF covers global markets; EPRF covers north america.
- PREF follows a active selection strategy; EPRF uses structured outcome.
- Over the last 3 years, PREF has delivered higher annualized returns.
Side-by-side comparison
| PREF | EPRF | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.47% |
| Fund size (AUM) | $1.5B | $72M |
| Since | 2017 | 2016 |
| Dividend yield | 5.03% | 6.08% |
| Asset class | fixed income | alternative |
| Region | global | north america |
| Strategy | active selection | structured outcome |
| CAGR 1Y | +7.0% | +3.6% |
| CAGR 3Y | +9.8% | +4.0% |
| CAGR 5Y | +3.2% | -1.5% |
| Sharpe 3Y | 1.63 | 0.09 |
| Volatility 1Y | 3.08% | 7.51% |
| Max drawdown | -22.99% | -26.82% |
Similar to PREF and EPRF
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