Compare · 2 funds side by side · dividends reinvested

EPRF and IJH

EPRFInnovator×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

EPRF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.3

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.52%−6.9%−7.8%+3.0%−3.1%−10.2%7.8%$62M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: EPRF 2016 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Innovator S&P Inv. Grade Preferred ETF · $62M$8,546

EPRF

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EPRFMeasureIJH

−6.9%Year to dateJan 1 → Nov 6+9.5%

−7.8%1 yearTotal return+12.9%

+3.0%3 years · per year$10,000 became $10,934 · $15,806+16.5%

−3.1%5 years · per year$10,000 became $8,546 · $13,830+6.7%

0.47%Expense ratio$47 · $5 a year on $10k · lower is better0.05%

6.52%Trailing 12-mo yield$652 · $126 a year on $10k1.26%

−10.2%Worst dropSmaller is better−8.8%

7.8%VolatilityLower is calmer15.5%

EPRFIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IJH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPRF vs IJH: Top 5 Holdings

Today

EPRF

20.2%in top 5

IJH

in top 53.5%

EPRFStockIJH

4.1%HIG-PGnot top 5

4.1%VOYA-PBnot top 5

4.0%UMBFOnot top 5

4.0%STT-PGnot top 5

4.0%AXS-PEnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

EPRF vs IJH Returns, Every Period

InnovatorEPRF

−3.1%

5 years, per year

IJHiShares

+6.7%

5 years, per year

EPRFIJHFaded: behind in that period

0–4IJH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EPRF vs IJH

YTD

InnovatorEPRF

−6.9%

IJHiShares

+9.5%

−6.9%Year to date+9.5%

−10.2%Worst drop · 1Y−8.8%

7.8%Volatility · 1Y15.5%

6.5%Yield1.3%

$62.3MAssets$121B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPRF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

EPRF0.47%$47

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EPRF, IJH

6.52%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.52%$652

IJH1.26%$126

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$605most kept, EPRF

EPRF$652 − $47 = $605

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EPRF, IJH

Today

0.0%most shared, EPRF and IJH

EPRFIJH

EPRF—0.0%

IJH0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

EPRFWorst drop−10.2%7.8% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFIJH

−6.9%Year to date+9.5%

6.5%Yield1.3%

−7.8%Past year+12.9%

0.47%Fee0.05%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026