EPRF vs ARP
Comparison between Innovator S&P Investment Grade Preferred ETF (EPRF, ETF) and PMV ADAPTIVE RISK PARITY ETF (ARP, ETF).
EPRF vs ARP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPRF
$72M
Winner
ARP
$72M
Expense Ratio
Winner
EPRF
0.47%
ARP
1.42%
Max Drawdown
EPRF
33.34%
Winner
ARP
10.13%
Sharpe Ratio
EPRF
-0.26
Winner
ARP
1.27
5Y Beta
Winner
EPRF
0.31
ARP
0.43
5Y Dividends CAGR
EPRF
-1.55%
ARP
N/A
EPRF vs ARP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPRF
-1.70%
ARP
-1.92%
3M
EPRF
-1.61%
Winner
ARP
+0.17%
6M
EPRF
-2.61%
Winner
ARP
+7.73%
1Y
EPRF
+1.28%
Winner
ARP
+22.69%
5Y(CAGR)
EPRF
-1.99%
ARP
N/A
10Y(CAGR)
EPRF
+1.09%
ARP
N/A
Max(CAGR)
EPRF
+1.09%
Winner
ARP
+12.21%
EPRF vs ARP - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | EPRF | ARP |
|---|---|---|
| 2026 | -3.60% | +6.78% |
| 2025 | +0.71% | +18.33% |
| 2024 | +3.41% | +14.49% |
| 2023 | +8.87% | +2.97% |
| 2022 | -20.47% | -0.57% |
| 2021 | +1.98% | N/A |
| 2020 | +6.51% | N/A |
| 2019 | +18.26% | N/A |
| 2018 | -5.30% | N/A |
| 2017 | -0.31% | N/A |
EPRF vs ARP Drawdown Comparison
The maximum drawdown for EPRF was -26.82%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The maximum drawdown for ARP was -10.13%, occurring on Mar 26, 2026. Recovery took 50 trading sessions.
The current EPRF drawdown is -11.14%. The current ARP drawdown is -4.19%.
| Rank | EPRF | ARP |
|---|---|---|
| #1 | -26.82% Feb 12, 2020 - Jul 29, 2020 | -10.13% Feb 27, 2026 - May 11, 2026 |
| #2 | -25.25% Nov 5, 2021 - Oct 19, 2023 | -6.74% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -10.58% Jul 9, 2018 - Mar 13, 2019 | -5.90% Jan 29, 2026 - Feb 25, 2026 |
| #4 | -5.46% Dec 5, 2017 - Jul 3, 2018 | -5.87% Feb 19, 2025 - Jun 11, 2025 |
| #5 | -4.15% Dec 31, 2020 - Apr 7, 2021 | -5.79% Jul 18, 2023 - Jan 23, 2024 |
| #6 | -2.37% Oct 8, 2020 - Nov 16, 2020 | -4.47% Jan 23, 2023 - Jul 13, 2023 |
| #7 | -2.00% Sep 1, 2017 - Nov 21, 2017 | -4.19% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -1.87% Oct 24, 2019 - Dec 17, 2019 | -4.13% Oct 20, 2025 - Dec 10, 2025 |
| #9 | -1.80% Jul 7, 2021 - Oct 28, 2021 | -3.41% Apr 11, 2024 - May 15, 2024 |
| #10 | -1.63% Sep 4, 2019 - Oct 9, 2019 | -2.77% Dec 11, 2024 - Feb 4, 2025 |
| #11 | -1.45% Apr 23, 2021 - Jun 1, 2021 | -2.75% Nov 7, 2024 - Dec 11, 2024 |
| #12 | -1.43% Sep 15, 2020 - Sep 28, 2020 | -2.65% Jul 23, 2025 - Aug 22, 2025 |
| #13 | -1.29% Aug 31, 2020 - Sep 15, 2020 | -2.63% Oct 8, 2025 - Oct 15, 2025 |
| #14 | -1.23% Jul 5, 2017 - Sep 1, 2017 | -2.24% Dec 26, 2025 - Jan 9, 2026 |
| #15 | -1.04% Aug 2, 2019 - Aug 13, 2019 | -1.90% May 21, 2024 - Jun 18, 2024 |
Correlation
Correlation between EPRF and ARP is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2017 - 2026)
EPRF vs ARP dividend yield comparison.
| Year | EPRF | ARP |
|---|---|---|
| 2026 | 2.54% | 0.00% |
| 2025 | 6.03% | 6.54% |
| 2024 | 6.13% | 5.29% |
| 2023 | 5.71% | 2.67% |
| 2022 | 5.67% | 0.06% |
| 2021 | 4.70% | 0.00% |
| 2020 | 4.92% | 0.00% |
| 2019 | 5.01% | 0.00% |
| 2018 | 5.27% | 0.00% |
| 2017 | 2.59% | 0.00% |
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