EPRF vs SCHB

AEPRF

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · IWF $15,441

Lowest cost0.03%SCHB · $3 on $10k

Most income6.52%EPRF · $652 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 · $42.9B

+3.0%3 years · per year$10,934 · $17,991+21.6%

−3.1%5 years · per year$8,546 · $16,377+10.4%

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

6.52%12-mo yield$652 · $109 on $10k1.09%

−10.2%Worst dropSmaller wins−8.9%

7.8%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEPRF · SCHB

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

Held in common0.0%

End-of-day Nov 6, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.52%	+0.4%	−6.9%	−7.8%	+3.0%	−3.1%	−10.2%	$62M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.52%	+0.4%	−6.9%	−7.8%	+3.0%	−3.1%	−10.2%	$62M

End-of-day Nov 6, 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

$8,546

SCHB

Schwab U.S. Broad Market

$16,377

MeasureEPRFSCHB

Fee0.47%0.03%

Cost on $10k a year$47$3

Yield6.52%1.09%

5 years, per year−3.1%+10.4%

3 years, per year+3.0%+21.6%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y7.8%13.8%

4–2measures won
SCHB first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: EPRF, SCHB, IWF

Today

52.6%most shared, SCHB and IWF

EPRFSCHBIWF

EPRF—0.0%0.0%

SCHB0.0%—52.6%

IWF0.0%52.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$605most kept, EPRF

EPRF$652 − $47 = $605

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee