EPRF vs VO

AEPRF

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,590VO · EPRF $8,546

Lowest cost0.03%VO · $3 on $10k

Most income6.52%EPRF · $652 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%EPRF and VO

EPRF

Innovator S&P Inv. Grade Preferred ETF · $62MVanguard Morningstar Mid-Cap ETF · $103B

+3.0%3 years · per year$10,934 · $16,701+18.6%

−3.1%5 years · per year$8,546 · $13,590+6.3%

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

6.52%12-mo yield$652 · $139 on $10k1.39%

−10.2%Worst dropSmaller wins−8.2%

7.8%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPRF · VO

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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	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 VO

EPRF

Innovator S&P Inv. Grade Preferred

$8,546

Vanguard Morningstar Mid-Cap

$13,590

MeasureEPRFVO

Fee0.47%0.03%

Cost on $10k a year$47$3

Yield6.52%1.39%

5 years, per year−3.1%+6.3%

3 years, per year+3.0%+18.6%

Worst drop · 1Y−10.2%−8.2%

Volatility · 1Y7.8%12.9%

4–2measures won
VO first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EPRF, VO

Today

0.0%most shared, EPRF and VO

EPRFVO

EPRF—0.0%

VO0.0%—

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

VO$139 − $3 = $136

KeptFee

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