EPRF vs SYZ

Comparison between Innovator S&P Investment Grade Preferred ETF (EPRF, ETF) and LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF (SYZ, ETF).

EPRF vs SYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPRF(ETF)	SYZ(ETF)
Net Assets	$69M	$68M
Expense Ratio	0.47%	0.61%
Max Drawdown	33.47%	8.00%
Sharpe Ratio	-0.70	1.23
5Y Beta	0.31	1.00
P/E Ratio	N/A	38.18
Forward P/E	N/A	14.87
5Y Dividends CAGR	-1.64%	N/A
5Y EPS CAGR	N/A	16.80%
P/S Ratio	N/A	1.40
P/B Ratio	N/A	2.48

Net Assets

Winner

EPRF

$69M

SYZ

$68M

Expense Ratio

Winner

EPRF

0.47%

SYZ

0.61%

Max Drawdown

EPRF

33.47%

Winner

SYZ

8.00%

Sharpe Ratio

EPRF

-0.70

Winner

SYZ

1.23

5Y Beta

Winner

EPRF

0.31

SYZ

1.00

P/E Ratio

EPRF

N/A

SYZ

38.18

Forward P/E

EPRF

N/A

SYZ

14.87

5Y Dividends CAGR

EPRF

-1.64%

SYZ

N/A

5Y EPS CAGR

EPRF

N/A

SYZ

16.80%

P/S Ratio

EPRF

N/A

SYZ

1.40

P/B Ratio

EPRF

N/A

SYZ

2.48

EPRF vs SYZ - Historical Returns

Returns include dividend reinvestment.

Period	EPRF	SYZ
1 month	+0.02%	-0.29%
3 months	-1.57%	+7.07%
6 months	-4.34%	+12.58%
1 year	-1.31%	+21.19%
5 years(CAGR)	-2.04%	N/A
10 years(CAGR)	+1.06%	N/A
Max(CAGR)	+1.06%	+25.51%

Winner

EPRF

+0.02%

SYZ

-0.29%

EPRF

-1.57%

Winner

SYZ

+7.07%

EPRF

-4.34%

Winner

SYZ

+12.58%

EPRF

-1.31%

Winner

SYZ

+21.19%

5Y(CAGR)

EPRF

-2.04%

SYZ

N/A

10Y(CAGR)

EPRF

+1.06%

SYZ

N/A

Max(CAGR)

EPRF

+1.06%

Winner

SYZ

+25.51%

EPRF vs SYZ - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	EPRF	SYZ
2026	-3.70%	+19.38%
2025	+0.71%	+0.89%
2024	+3.41%	N/A
2023	+8.87%	N/A
2022	-20.47%	N/A
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 SYZ Drawdown Comparison

The maximum drawdown for EPRF was -26.82%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The maximum drawdown for SYZ was -8.00%, occurring on Nov 20, 2025. Recovery took 58 trading sessions.

The current EPRF drawdown is -11.23%. The current SYZ drawdown is -2.05%.

Rank	EPRF	SYZ
#1	-26.82% Feb 12, 2020 - Jul 29, 2020	-8.00% Sep 18, 2025 - Dec 10, 2025
#2	-25.25% Nov 5, 2021 - Oct 19, 2023	-7.57% Mar 2, 2026 - Apr 13, 2026
#3	-10.58% Jul 9, 2018 - Mar 13, 2019	-3.90% May 8, 2026 - May 26, 2026
#4	-5.46% Dec 5, 2017 - Jul 3, 2018	-3.50% Jun 30, 2026 - Jul 8, 2026
#5	-4.15% Dec 31, 2020 - Apr 7, 2021	-2.84% Dec 11, 2025 - Jan 6, 2026
#6	-2.37% Oct 8, 2020 - Nov 16, 2020	-2.73% Jun 2, 2026 - Jun 11, 2026
#7	-2.00% Sep 1, 2017 - Nov 21, 2017	-2.59% Jan 22, 2026 - Feb 6, 2026
#8	-1.87% Oct 24, 2019 - Dec 17, 2019	-2.13% Feb 9, 2026 - Feb 26, 2026
#9	-1.80% Jul 7, 2021 - Oct 28, 2021	-1.74% Jun 15, 2026 - Jun 22, 2026
#10	-1.63% Sep 4, 2019 - Oct 9, 2019	-1.52% Jan 15, 2026 - Jan 21, 2026
#11	-1.45% Apr 23, 2021 - Jun 1, 2021	-1.39% Apr 24, 2026 - Apr 30, 2026
#12	-1.43% Sep 15, 2020 - Sep 28, 2020	-0.84% May 6, 2026 - May 8, 2026
#13	-1.29% Aug 31, 2020 - Sep 15, 2020	-0.80% Jun 22, 2026 - Jun 25, 2026
#14	-1.23% Jul 5, 2017 - Sep 1, 2017	-0.79% Feb 26, 2026 - Mar 2, 2026
#15	-1.04% Aug 2, 2019 - Aug 13, 2019	-0.73% Jan 6, 2026 - Jan 8, 2026

Correlation

Correlation between EPRF and SYZ is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101