Compare · 2 funds side by side · dividends reinvested

EPRF and SCHB

EPRFInnovator×SCHBSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

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

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

Story of the two · RiskSmallest drop

EPRF and SCHB, 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%$44.5B1.3

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%$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 13, 2026 · returns include dividends · since: EPRF 2016 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Broad Market ETF · $44.5B$16,423

SCHB

EPRF

Innovator S&P Inv. Grade Preferred ETF · $62M$8,283

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

SCHBMeasureEPRF

+11.5%

More Ways to See the Pairs

SCHB vs EPRF: Top 5 Holdings

Today

SCHB

23.8%in top 5

EPRF

in top 520.2%

SCHBStockEPRF

7.1%AAPLnot top 5

5.5%NVDAnot top 5

5.3%MSFTnot top 5

not top 5HIG-PG4.1%

not top 5UMBFO

Cost, Income and Risk

Fees: EPRF, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

EPRF0.47%$47

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

Yields: EPRF, SCHB

1Y

6.68%highest, EPRF

FundTrailing yield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

−9.1%

+11.6%1 yearTotal return−9.6%

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

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

0.03%Expense ratio$3 · $47 a year on $10k · lower is better0.47%

1.06%Trailing 12-mo yield$106 · $668 a year on $10k6.68%

−8.9%Worst dropSmaller is better−11.3%

14.0%VolatilityLower is calmer8.0%

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

6–2SCHB wins

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

4.1%

not top 5VOYA-PB4.0%

not top 5AXS-PE4.0%

not top 5STT-PG4.0%

3.6%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common0.0%

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

SCHB vs EPRF Returns, Every Period

5Y

SchwabSCHB

+10.4%

5 years, per year

EPRFInnovator

−3.7%

5 years, per year

SCHBEPRFFaded: behind in that period

4–0SCHB wins

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

SCHB vs EPRF

YTD

SchwabSCHB

+11.5%

EPRFInnovator

−9.1%

+11.5%Year to date−9.1%

−8.9%Worst drop · 1Y−11.3%

14.0%Volatility · 1Y8.0%

1.1%Yield6.7%

$44.5BAssets$62.1M

2–2level

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

Yield

$10k

EPRF6.68%$668

SCHB1.06%$106

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

KeptFee

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

Overlap: EPRF, SCHB

Today

0.0%most shared, EPRF and SCHB

EPRFSCHB

EPRF—0.0%

SCHB0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+11.6%SCHB, at 14.0% volatility

EPRFWorst drop−11.3%8.0% vol

SCHBWorst drop−8.9%14.0% 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

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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EPRF and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two