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RWL vs EPRF
Invesco S&P 500 Revenue ETF vs Innovator S&P Investment Grade Preferred ETF
Key differences
RWL is an equity ETF, while EPRF is an alternative ETF. RWL charges 0.39% a year and EPRF 0.47%.
- RWL is an equity fund, while EPRF is an alternative fund. They carry different risk/return profiles.
- RWL follows a index tracking strategy; EPRF uses structured outcome.
- RWL costs 0.08% less per year.
- RWL is much larger than EPRF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RWL has delivered higher annualized returns.
- RWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWL | EPRF | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.47% |
| Fund size (AUM) | $9.1B | $71M |
| Since | 2008 | 2016 |
| Dividend yield | 1.24% | 6.11% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | structured outcome |
| CAGR 1Y | +27.5% | +1.4% |
| CAGR 3Y | +21.1% | +3.1% |
| CAGR 5Y | +13.1% | -1.9% |
| Sharpe 3Y | 1.33 | 0.00 |
| Volatility 1Y | 10.11% | 7.53% |
| Max drawdown | -36.04% | -26.82% |
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