Compare · 3 funds side by side · dividends reinvested

EPRF, VIG and VUG

EPRFInnovator×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

EPRF, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.1

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%$62M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: EPRF 2016 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

EPRF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

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

EPRFMeasureVIG

−6.0%Year to dateJan 1 → Nov 9+14.8%

−6.7%1 yearTotal return+17.6%

+2.6%3 years · per year$10,000 became $10,804 · $16,775+18.8%

−2.9%5 years · per year$10,000 became $8,623 · $16,638+10.7%

0.47%Expense ratio$47 · $4 a year on $10k · lower is better0.04%

6.46%Trailing 12-mo yield$646 · $146 a year on $10k1.46%

−10.2%Worst dropSmaller is better−7.9%

7.9%VolatilityLower is calmer11.0%

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

2–6VIG 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 VIG: Top 5 Holdings

Today

EPRF

20.3%in top 5

VIG

in top 522.1%

EPRFStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.1%HIG-PGnot top 5

not top 5LLY4.1%

4.1%VOYA-PBnot top 5

4.0%UMBFOnot top 5

4.0%AXS-PEnot top 5

4.0%STT-PGnot top 5

not top 5JPM3.9%

Held in common0.0%

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

EPRF vs VIG Returns, Every Period

InnovatorEPRF

−2.9%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

EPRFVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: EPRF vs VIG

YTD

InnovatorEPRF

−6.0%

VIGVanguard

+14.8%

−6.0%Year to date+14.8%

−10.2%Worst drop · 1Y−7.9%

7.9%Volatility · 1Y11.0%

6.5%Yield1.5%

$62.4MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: EPRF, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

EPRF0.47%$47

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

Yields: EPRF, VIG, VUG

6.46%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.46%$646

VIG1.46%$146

VUG0.41%$41

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

Income After Fees on $10,000

$599most kept, EPRF

EPRF$646 − $47 = $599

VIG$146 − $4 = $142

VUG$41 − $3 = $38

KeptFee

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

Overlap: EPRF, VIG, VUG

Today

26.4%most shared, VIG and VUG

EPRFVIGVUG

EPRF—0.0%0.0%

VIG0.0%—26.4%

VUG0.0%26.4%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

EPRFWorst drop−10.2%7.9% vol

VIGWorst drop−7.9%11.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

EPRFVIG

−6.0%Year to date+14.8%

6.5%Yield1.5%

−6.7%Past year+17.6%

0.47%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026