EPRF vs IWB

AEPRF

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · EPRF $8,633

Lowest cost0.15%IWB · $15 on $10k

Most income6.46%EPRF · $646 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common0.0%EPRF and IWB

EPRF

IWB

Innovator S&P Inv. Grade Preferred ETF · $64MiShares Russell 1000 ETF · $48.5B

+4.2%3 years · per year$11,301 · $19,023+23.9%

−2.9%5 years · per year$8,633 · $17,459+11.8%

0.47%Expense ratio$47 · $15 on $10k · lower wins0.15%

6.46%12-mo yield$646 · $91 on $10k0.91%

−10.2%Worst dropSmaller wins−8.9%

7.7%VolatilityLower wins12.9%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPRF · IWB

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

Held in common0.0%

End-of-day Nov 4, 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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk		0.47%	6.46%	+1.9%	−6.0%	−6.7%	+4.2%	−2.9%	−10.2%	$64M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk		0.47%	6.46%	+1.9%	−6.0%	−6.7%	+4.2%	−2.9%	−10.2%	$64M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EPRF vs IWB

EPRF

Innovator S&P Inv. Grade Preferred

$8,633

IWB

iShares Russell 1000

$17,459

MeasureEPRFIWB

Fee0.47%0.15%

Cost on $10k a year$47$15

Yield6.46%0.91%

5 years, per year−2.9%+11.8%

3 years, per year+4.2%+23.9%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y7.7%12.9%

4–2measures won
IWB first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EPRF, IWB

Today

0.0%most shared, EPRF and IWB

EPRFIWB

EPRF—0.0%

IWB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$599most kept, EPRF

EPRF$646 − $47 = $599

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee