Compare · 2 funds side by side · dividends reinvested

EPRF and IVV

EPRFInnovator×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

EPRF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.3

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.46%−6.0%−6.7%+2.6%−2.9%−10.2%7.9%$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 9, 2026 · returns include dividends · since: EPRF 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Innovator S&P Inv. Grade Preferred ETF · $62M$8,623

EPRF

IVV

iShares Core S&P 500 ETF · $853B$17,545

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

EPRFMeasureIVV

−6.0%Year to dateJan 1 → Nov 9+11.3%

−6.7%1 yearTotal return+13.6%

+2.6%3 years · per year$10,000 became $10,804 · $18,159+22.0%

−2.9%5 years · per year$10,000 became $8,623 · $17,545+11.9%

0.47%Expense ratio$47 · $3 a year on $10k · lower is better0.03%

6.46%Trailing 12-mo yield$646 · $111 a year on $10k1.11%

−10.2%Worst dropSmaller is better−8.9%

7.9%VolatilityLower is calmer13.8%

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

2–6IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPRF vs IVV: Top 5 Holdings

Today

EPRF

20.3%in top 5

IVV

in top 527.8%

EPRFStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.1%HIG-PGnot top 5

4.1%VOYA-PBnot top 5

4.0%UMBFOnot top 5

4.0%AXS-PEnot top 5

not top 5AMZN4.0%

4.0%STT-PGnot top 5

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

EPRF vs IVV Returns, Every Period

InnovatorEPRF

−2.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

EPRFIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: EPRF vs IVV

YTD

InnovatorEPRF

−6.0%

IVViShares

+11.3%

−6.0%Year to date+11.3%

−10.2%Worst drop · 1Y−8.9%

7.9%Volatility · 1Y13.8%

6.5%Yield1.1%

$62.4MAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPRF, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

EPRF0.47%$47

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EPRF, IVV

6.46%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.46%$646

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$599most kept, EPRF

EPRF$646 − $47 = $599

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EPRF, IVV

Today

0.0%most shared, EPRF and IVV

EPRFIVV

EPRF—0.0%

IVV0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

EPRFWorst drop−10.2%7.9% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFIVV

−6.0%Year to date+11.3%

6.5%Yield1.1%

−6.7%Past year+13.6%

0.47%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026