Innovator S&P High Quality Preferred ETF (EPRF) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with EPRF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPRF
EPRF charges 0.47% annually. There are 11 ETFs in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.20%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Convertible Bond ETF | 0.20% | 7.48B | Jun 2015 | EPRF vs ICVT | |
| Global X U.S. Preferred ETF | 0.23% | 2.17B | Sep 2017 | EPRF vs PFFD | |
| Global X Variable Rate Preferred ETF | 0.25% | 304.58M | Jun 2020 | EPRF vs PFFV | |
| Eaton Vance Preferred Securities and Income ETF | 0.39% | 35.04M | Mar 2026 | EPRF vs EVPF | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 0.40% | 6.03B | Apr 2009 | EPRF vs CWB |
Best Risk-Adjusted Alternatives to EPRF
EPRF has a PortfoliosLab risk / return rank of 6. There are 27 ETFs in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 79.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Preferred And Income ETF | 79 | 168.85M | Mar 2024 | EPRF vs NPFI | |
| iShares Convertible Bond ETF | 76 | 7.48B | Jun 2015 | EPRF vs ICVT | |
| AAM Low Duration Preferred and Income Securities E... | 73 | 487.73M | Nov 2019 | EPRF vs PFLD | |
| First Trust Institutional Preferred Securities & I... | 73 | 1.92B | Aug 2017 | EPRF vs FPEI | |
| Invesco Variable Rate Preferred ETF | 73 | 2.99B | May 2014 | EPRF vs VRP |
Top Performing EPRF Alternatives (YTD)
EPRF is at -3.00% YTD. There are 27 ETFs in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 18.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Convertible Bond ETF | 18.95% | 7.48B | Jun 2015 | EPRF vs ICVT | |
| First Trust SSI Strategic Convertible Securities E... | 18.52% | 116.40M | Nov 2015 | EPRF vs FCVT | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 17.27% | 6.03B | Apr 2009 | EPRF vs CWB | |
| Global X SuperIncome Preferred ETF | 3.46% | 140.39M | Jul 2012 | EPRF vs SPFF | |
| Cohen & Steers Preferred and Income Opportunities ... | 3.14% | 65.77M | Feb 2025 | EPRF vs CSPF |
Lowest Volatility Alternatives to EPRF
EPRF has 7.50% 1-year volatility. There are 22 ETFs in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 2.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Preferred And Income ETF | 2.90% | 168.85M | Mar 2024 | EPRF vs NPFI | |
| Invesco Variable Rate Preferred ETF | 2.90% | 2.99B | May 2014 | EPRF vs VRP | |
| Fidelity Preferred Securities & Income ETF | 2.97% | 81.24M | Jun 2021 | EPRF vs FPFD | |
| Cohen & Steers Short Duration Preferred and Income... | 3.03% | 17.00M | Dec 2025 | EPRF vs CSSD | |
| Principal Spectrum Preferred Secs Active ETF | 3.13% | 1.70B | Jul 2017 | EPRF vs PREF |
Lowest Drawdown Alternatives to EPRF
EPRF has a 1-year max drawdown of -8.59%. There are 26 ETFs in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.11%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square RCIM Tax-Advantaged Preferred and Inc... | -2.11% | 74.29M | Dec 2024 | EPRF vs QTPI | |
| AAM Low Duration Preferred and Income Securities E... | -2.23% | 487.73M | Nov 2019 | EPRF vs PFLD | |
| Fidelity Preferred Securities & Income ETF | -2.75% | 81.24M | Jun 2021 | EPRF vs FPFD | |
| Principal Spectrum Preferred Secs Active ETF | -2.88% | 1.70B | Jul 2017 | EPRF vs PREF | |
| Invesco Variable Rate Preferred ETF | -2.89% | 2.99B | May 2014 | EPRF vs VRP |
Other ETFs from Innovator
The 10 most viewed Innovator ETFs shown here include BALT, FFTY, BUFF and span 6 categories. AUM among these funds goes as high as $3B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Innovator Defined Wealth Shield ETF | Defined Outcome | 95 | 2.57% | 2.68B | Jun 2021 | EPRF vs BALT | |
| Innovator IBD 50 ETF | Large Cap Growth Equities | 26 | 12.47% | 89.40M | Apr 2015 | EPRF vs FFTY | |
| Innovator Laddered Allocation Power Buffer ETF | Defined Outcome | 89 | 5.94% | 891.58M | Oct 2016 | EPRF vs BUFF | |
| Innovator Equity Managed Floor ETF | Options Trading | 56 | 5.15% | 2.12B | Nov 2022 | EPRF vs SFLR | |
| Innovator Deepwater Frontier Tech ETF | Technology Equities | 58 | 20.34% | 221.95M | Jul 2018 | EPRF vs LOUP | |
| Innovator U.S. Equity Power Buffer ETF - January | Defined Outcome | 83 | 5.59% | 1.47B | Jan 2019 | EPRF vs PJAN | |
| Innovator U.S. Equity Accelerated Plus ETF | Leveraged Equities | 98 | 11.77% | 22.82M | Apr 2021 | EPRF vs XTAP | |
| Innovator U.S. Equity Buffer ETF - April | Defined Outcome | 97 | 11.27% | 404.39M | Mar 2019 | EPRF vs BAPR | |
| Innovator U.S. Equity Power Buffer ETF - July | Defined Outcome | 87 | 5.32% | 1.12B | Aug 2018 | EPRF vs PJUL | |
| Innovator Nasdaq-100 Managed Floor ETF | Nasdaq-100, Options Trading | 55 | 4.38% | 543.68M | Jan 2024 | EPRF vs QFLR |
Often Compared With EPRF
Investors most often compare EPRF with PFFA, JEPI, GPRF. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare EPRF with Any Fund or Stock
Compare EPRF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPRF with funds that move differently
Innovator S&P High Quality Preferred ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPRF.
Explore EPRF Diversifiers