EPRF vs SCHB

AEPRF

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · VUG $16,052

Lowest cost0.03%SCHB · $3 on $10k

Most income6.54%EPRF · $654 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

+3.5%3 years · per year$11,079 · $18,100+21.9%

−3.2%5 years · per year$8,503 · $16,348+10.3%

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

6.54%12-mo yield$654 · $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 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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 SCHB

EPRF

Innovator S&P Inv. Grade Preferred

$8,503

SCHB

Schwab U.S. Broad Market

$16,348

MeasureEPRFSCHB

Fee0.47%0.03%

Cost on $10k a year$47$3

Yield6.54%1.09%

5 years, per year−3.2%+10.3%

3 years, per year+3.5%+21.9%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y7.8%13.8%

4–2measures won
SCHB first

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

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

Overlap: EPRF, SCHB, VUG

Today

50.6%most shared, SCHB and VUG

EPRFSCHBVUG

EPRF—0.0%0.0%

SCHB0.0%—50.6%

VUG0.0%50.6%—

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

SCHB$109 − $3 = $106

VUG$43 − $3 = $40

KeptFee

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