EPRF vs SCHB

AEPRF

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · EPRF $8,633

Lowest cost0.03%SCHB · $3 on $10k

Most income6.46%EPRF · $646 on $10k

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

Held in common0.0%EPRF and SCHB

EPRF

SCHB

Innovator S&P Inv. Grade Preferred ETF · $62MSchwab U.S. Broad Market ETF · $44.0B

+4.2%3 years · per year$11,301 · $19,056+24.0%

−2.9%5 years · per year$8,633 · $17,270+11.5%

0.47%Expense ratio$47 · $3 on $10k · lower wins0.03%

6.46%12-mo yield$646 · $104 on $10k1.04%

−10.2%Worst dropSmaller wins−8.9%

7.7%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPRF · SCHB

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
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%	$62M

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
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%	$62M

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 SCHB

EPRF

Innovator S&P Inv. Grade Preferred

$8,633

SCHB

Schwab U.S. Broad Market

$17,270

MeasureEPRFSCHB

Fee0.47%0.03%

Cost on $10k a year$47$3

Yield6.46%1.04%

5 years, per year−2.9%+11.5%

3 years, per year+4.2%+24.0%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y7.7%13.1%

4–2measures won
SCHB first

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: EPRF, SCHB

Today

0.0%most shared, EPRF and SCHB

EPRFSCHB

EPRF—0.0%

SCHB0.0%—

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

SCHB$104 − $3 = $101

KeptFee

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