EPRF vs VUG

AEPRF

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income6.52%EPRF · $652 on $10k

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

Held in common0.0%EPRF and VUG

EPRF

VUG

Innovator S&P Inv. Grade Preferred ETF · $62MVanguard Morningstar Growth ETF · $233B

+3.0%3 years · per year$10,934 · $18,415+22.6%

−3.1%5 years · per year$8,546 · $16,124+10.0%

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

6.52%12-mo yield$652 · $42 on $10k0.42%

−10.2%Worst dropSmaller wins−15.1%

7.8%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEPRF · VUG

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VUG

EPRF

Innovator S&P Inv. Grade Preferred

$8,546

VUG

Vanguard Morningstar Growth

$16,124

MeasureEPRFVUG

Fee0.47%0.03%

Cost on $10k a year$47$3

Yield6.52%0.42%

5 years, per year−3.1%+10.0%

3 years, per year+3.0%+22.6%

Worst drop · 1Y−10.2%−15.1%

Volatility · 1Y7.8%19.0%

3–3measures won
level

0.0%

holdings shared

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

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

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$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: EPRF, VUG, VOO

Today

58.2%most shared, VUG and VOO

EPRFVUGVOO

EPRF—0.0%0.0%

VUG0.0%—58.2%

VOO0.0%58.2%—

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

VOO$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

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