EPRF vs DIA

AEPRF

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DIA $15,693

Lowest cost0.03%VUG · $3 on $10k

Most income6.54%EPRF · $654 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 · $45.9B

+3.5%3 years · per year$11,079 · $16,322+17.7%

−3.2%5 years · per year$8,503 · $15,693+9.4%

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

6.54%12-mo yield$654 · $140 on $10k1.40%

−10.2%Worst dropSmaller wins−9.8%

7.8%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEPRF · DIA

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B
3	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.54%	−1.3%	−7.2%	−7.7%	+3.5%	−3.2%	−10.2%	$62M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B
3	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.54%	−1.3%	−7.2%	−7.7%	+3.5%	−3.2%	−10.2%	$62M

End-of-day Nov 5, 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

$8,503

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureEPRFDIA

Fee0.47%0.16%

Cost on $10k a year$47$16

Yield6.54%1.40%

5 years, per year−3.2%+9.4%

3 years, per year+3.5%+17.7%

Worst drop · 1Y−10.2%−9.8%

Volatility · 1Y7.8%13.4%

4–2measures won
DIA first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EPRF, DIA, VUG

Today

20.7%most shared, DIA and VUG

EPRFDIAVUG

EPRF—0.0%0.0%

DIA0.0%—20.7%

VUG0.0%20.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$607most kept, EPRF

EPRF$654 − $47 = $607

DIA$140 − $16 = $124

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee