Compare · 2 funds side by side · dividends reinvested

EPRF and IWB

EPRFInnovator×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

EPRF and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.3

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.58%−7.7%−8.5%+3.5%−3.2%−10.2%7.5%$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 3, 2026 · returns include dividends · since: EPRF 2016 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Innovator S&P Inv. Grade Preferred ETF · $62M$8,502

EPRF

IWB

iShares Russell 1000 ETF · $47.8B$17,090

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

EPRFMeasureIWB

−7.7%Year to dateJan 1 → Nov 3+11.3%

−8.5%1 yearTotal return+11.6%

+3.5%3 years · per year$10,000 became $11,100 · $18,957+23.8%

−3.2%5 years · per year$10,000 became $8,502 · $17,090+11.3%

0.47%Expense ratio$47 · $15 a year on $10k · lower is better0.15%

6.58%Trailing 12-mo yield$658 · $92 a year on $10k0.92%

−10.2%Worst dropSmaller is better−8.9%

7.5%VolatilityLower is calmer12.8%

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

2–6IWB wins

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

More Ways to See the Pairs

EPRF vs IWB: Top 5 Holdings

Today

EPRF

20.1%in top 5

IWB

in top 525.2%

EPRFStockIWB

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

4.1%UMBFOnot top 5

4.0%VOYA-PBnot top 5

4.0%HIG-PGnot top 5

4.0%STT-PGnot top 5

4.0%AXS-PEnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

EPRF vs IWB Returns, Every Period

InnovatorEPRF

−3.2%

5 years, per year

IWBiShares

+11.3%

5 years, per year

EPRFIWBFaded: behind in that period

0–4IWB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EPRF vs IWB

YTD

InnovatorEPRF

−7.7%

IWBiShares

+11.3%

−7.7%Year to date+11.3%

−10.2%Worst drop · 1Y−8.9%

7.5%Volatility · 1Y12.8%

6.6%Yield0.9%

$62.4MAssets$47.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPRF, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

EPRF0.47%$47

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EPRF, IWB

6.58%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.58%$658

IWB0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$611most kept, EPRF

EPRF$658 − $47 = $611

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EPRF, IWB

Today

0.0%most shared, EPRF and IWB

EPRFIWB

EPRF—0.0%

IWB0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

EPRFWorst drop−10.2%7.5% vol

IWBWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFIWB

−7.7%Year to date+11.3%

6.6%Yield0.9%

−8.5%Past year+11.6%

0.47%Fee0.15%

3–1IWB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026