EPRF vs DIA

AEPRF

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$15,770DIA · EPRF $8,502

Lowest cost0.16%DIA · $16 on $10k

Most income6.58%EPRF · $658 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common0.0%EPRF and DIA

EPRF

DIA

Innovator S&P Inv. Grade Preferred ETF · $62MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+3.5%3 years · per year$11,100 · $16,728+18.7%

−3.2%5 years · per year$8,502 · $15,770+9.5%

0.47%Expense ratio$47 · $16 on $10k · lower wins0.16%

6.58%12-mo yield$658 · $139 on $10k1.39%

−10.2%Worst dropSmaller wins−9.8%

7.5%VolatilityLower wins12.6%

2–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPRF · DIA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B
2	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk		0.47%	6.58%	−0.4%	−7.7%	−8.5%	+3.5%	−3.2%	−10.2%	$62M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B
2	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk		0.47%	6.58%	−0.4%	−7.7%	−8.5%	+3.5%	−3.2%	−10.2%	$62M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EPRF vs DIA

EPRF

Innovator S&P Inv. Grade Preferred

$8,502

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,770

MeasureEPRFDIA

Fee0.47%0.16%

Cost on $10k a year$47$16

Yield6.58%1.39%

5 years, per year−3.2%+9.5%

3 years, per year+3.5%+18.7%

Worst drop · 1Y−10.2%−9.8%

Volatility · 1Y7.5%12.6%

4–2measures won
DIA first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: EPRF, DIA

Today

0.0%most shared, EPRF and DIA

EPRFDIA

EPRF—0.0%

DIA0.0%—

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

Income After Fees on $10,000

$611most kept, EPRF

EPRF$658 − $47 = $611

DIA$139 − $16 = $123

KeptFee

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