Compare · 3 funds side by side · dividends reinvested

EPRF, VOO and IWF

EPRFInnovator×VOOVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

EPRF, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.3

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%$62M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

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 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

EPRF

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

EPRFMeasureVOO

−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 · $17,543+11.9%

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

6.46%Trailing 12-mo yield$646 · $107 a year on $10k1.07%

−10.2%Worst dropSmaller is better−8.9%

7.9%VolatilityLower is calmer13.7%

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

2–6VOO 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 VOO: Top 5 Holdings

Today

EPRF

20.3%in top 5

VOO

in top 528.3%

EPRFStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.1%HIG-PGnot top 5

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 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

EPRF vs VOO Returns, Every Period

InnovatorEPRF

−2.9%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

EPRFVOOFaded: behind in that period

0–4VOO wins

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

Stocks vs Core: EPRF vs VOO

YTD

InnovatorEPRF

−6.0%

VOOVanguard

+11.3%

−6.0%Year to date+11.3%

−10.2%Worst drop · 1Y−8.9%

7.9%Volatility · 1Y13.7%

6.5%Yield1.1%

$62.4MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: EPRF, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

EPRF0.47%$47

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

Yields: EPRF, VOO, IWF

6.46%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.46%$646

VOO1.07%$107

IWF0.38%$38

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

Income After Fees on $10,000

$599most kept, EPRF

EPRF$646 − $47 = $599

VOO$107 − $3 = $104

IWF$38 − $18 = $20

KeptFee

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

Overlap: EPRF, VOO, IWF

Today

59.3%most shared, VOO and IWF

EPRFVOOIWF

EPRF—0.0%0.0%

VOO0.0%—59.3%

IWF0.0%59.3%—

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

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

EPRFWorst drop−10.2%7.9% vol

VOOWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

EPRFVOO

−6.0%Year to date+11.3%

6.5%Yield1.1%

−6.7%Past year+13.6%

0.47%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

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