Compare · 3 funds side by side · dividends reinvested

EPRF, SCHB and VUG

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,423SCHB · best of the three

Story of the three · IncomeMost incomeEPRF · 6.68% · $668 a year on $10k

Story of the three · RiskSmallest drop

EPRF, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$221B2.1

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.68%−9.1%−9.6%+0.9%−3.7%−11.3%8.0%$61M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: EPRF 2016 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator S&P Inv. Grade Preferred ETF · $61M$8,283

EPRF

SCHB

Schwab U.S. Broad Market ETF · $44.3B$16,423

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

EPRF

More Ways to See the Pairs

EPRF vs SCHB: Top 5 Holdings

Today

EPRF

20.2%in top 5

SCHB

in top 523.8%

EPRFStockSCHB

not top 5AAPL7.1%

not top 5NVDA5.5%

not top 5MSFT5.3%

4.1%HIG-PGnot top 5

4.1%UMBFOnot top 5

Cost, Income and Risk

Fees: EPRF, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

EPRF0.47%$47

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: EPRF, SCHB, VUG

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

SCHB

−9.1%Year to dateJan 1 → Nov 13+11.5%

−9.6%1 yearTotal return+11.6%

+0.9%3 years · per year$10,000 became $10,277 · $17,836+21.3%

−3.7%5 years · per year$10,000 became $8,283 · $16,423+10.4%

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

6.68%Trailing 12-mo yield$668 · $106 a year on $10k1.06%

−11.3%Worst dropSmaller is better−8.9%

8.0%VolatilityLower is calmer14.0%

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

2–6SCHB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%VOYA-PBnot top 5

4.0%AXS-PEnot top 5

4.0%STT-PGnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.4%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

EPRF vs SCHB Returns, Every Period

5Y

InnovatorEPRF

−3.7%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

EPRFSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

EPRF vs SCHB

YTD

InnovatorEPRF

−9.1%

SCHBSchwab

+11.5%

−9.1%Year to date+11.5%

−11.3%Worst drop · 1Y−8.9%

8.0%Volatility · 1Y14.0%

6.7%Yield1.1%

$61.0MAssets$44.3B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

6.68%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.68%$668

SCHB1.06%$106

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$621most kept, EPRF

EPRF$668 − $47 = $621

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: EPRF, SCHB, VUG

Today

50.5%most shared, SCHB and VUG

EPRFSCHBVUG

EPRF—0.0%0.0%

SCHB0.0%—50.5%

VUG0.0%50.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.6%SCHB, at 14.0% volatility

EPRFWorst drop−11.3%8.0% vol

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFSCHB

−9.1%Year to date+11.5%

6.7%Yield1.1%

−9.6%Past year+11.6%

0.47%Fee0.03%

3–1SCHB wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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EPRF, SCHB and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three