EPRF vs WLDR

Comparison between Innovator S&P Investment Grade Preferred ETF (EPRF, ETF) and AFFINITY WORLD LEADERS EQUITY ETF (WLDR, ETF).

5-Year PerformanceWLDR has outperformed EPRF, delivering a return of +17.3% compared to -2.0%

EPRF vs WLDR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPRF(ETF)	WLDR(ETF)
Net Assets	$72M	$71M
Expense Ratio	0.47%	0.67%
Max Drawdown	33.34%	47.10%
Sharpe Ratio	-0.26	2.51
5Y Beta	0.31	0.86
P/E Ratio	N/A	18.96
Forward P/E	N/A	12.50
PEG Ratio	N/A	0.28
5Y Dividends CAGR	-1.55%	50.00%
5Y EPS CAGR	N/A	13.28%
Debt to Equity	N/A	-0.16%
P/S Ratio	N/A	1.20
P/B Ratio	N/A	2.37

Net Assets

Winner

EPRF

$72M

WLDR

$71M

Expense Ratio

Winner

EPRF

0.47%

WLDR

0.67%

Max Drawdown

Winner

EPRF

33.34%

WLDR

47.10%

Sharpe Ratio

EPRF

-0.26

Winner

WLDR

2.51

5Y Beta

Winner

EPRF

0.31

WLDR

0.86

P/E Ratio

EPRF

N/A

WLDR

18.96

Forward P/E

EPRF

N/A

WLDR

12.50

PEG Ratio

EPRF

N/A

WLDR

0.28

5Y Dividends CAGR

EPRF

-1.55%

Winner

WLDR

50.00%

5Y EPS CAGR

EPRF

N/A

WLDR

13.28%

Debt to Equity

EPRF

N/A

WLDR

-0.16%

P/S Ratio

EPRF

N/A

WLDR

1.20

P/B Ratio

EPRF

N/A

WLDR

2.37

EPRF vs WLDR - Historical Returns

Returns include dividend reinvestment.

Period	EPRF	WLDR
1 month	-1.70%	+6.12%
3 months	-1.61%	+16.38%
6 months	-2.61%	+28.23%
1 year	+1.28%	+50.58%
5 years(CAGR)	-1.99%	+17.26%
10 years(CAGR)	+1.09%	+12.00%
Max(CAGR)	+1.09%	+12.00%

EPRF

-1.70%

Winner

WLDR

+6.12%

EPRF

-1.61%

Winner

WLDR

+16.38%

EPRF

-2.61%

Winner

WLDR

+28.23%

EPRF

+1.28%

Winner

WLDR

+50.58%

5Y(CAGR)

EPRF

-1.99%

Winner

WLDR

+17.26%

10Y(CAGR)

EPRF

+1.09%

Winner

WLDR

+12.00%

Max(CAGR)

EPRF

+1.09%

Winner

WLDR

+12.00%

EPRF vs WLDR - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	EPRF	WLDR
2026	-3.60%	+23.45%
2025	+0.71%	+31.30%
2024	+3.41%	+23.05%
2023	+8.87%	+18.92%
2022	-20.47%	-10.58%
2021	+1.98%	+27.00%
2020	+6.51%	-2.46%
2019	+18.26%	+20.67%
2018	-5.30%	-20.27%
2017	-0.31%	N/A

EPRF vs WLDR Drawdown Comparison

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

The maximum drawdown for WLDR was -44.70%, occurring on Mar 23, 2020. Recovery took 658 trading sessions.

The current EPRF drawdown is -11.14%. The current WLDR drawdown is -4.93%.

Rank	EPRF	WLDR
#1	-26.82% Feb 12, 2020 - Jul 29, 2020	-44.70% Jul 27, 2018 - Mar 10, 2021
#2	-25.25% Nov 5, 2021 - Oct 19, 2023	-23.78% Jan 12, 2022 - Jul 13, 2023
#3	-10.58% Jul 9, 2018 - Mar 13, 2019	-20.30% Feb 19, 2025 - Jun 3, 2025
#4	-5.46% Dec 5, 2017 - Jul 3, 2018	-12.01% Jan 26, 2018 - Jul 27, 2018
#5	-4.15% Dec 31, 2020 - Apr 7, 2021	-10.36% Jul 18, 2023 - Dec 12, 2023
#6	-2.37% Oct 8, 2020 - Nov 16, 2020	-8.86% Feb 25, 2026 - Apr 14, 2026
#7	-2.00% Sep 1, 2017 - Nov 21, 2017	-8.32% Jul 16, 2024 - Aug 23, 2024
#8	-1.87% Oct 24, 2019 - Dec 17, 2019	-7.24% Oct 1, 2025 - Dec 8, 2025
#9	-1.80% Jul 7, 2021 - Oct 28, 2021	-6.92% Dec 6, 2024 - Feb 14, 2025
#10	-1.63% Sep 4, 2019 - Oct 9, 2019	-6.65% Nov 12, 2021 - Dec 27, 2021
#11	-1.45% Apr 23, 2021 - Jun 1, 2021	-6.00% Oct 16, 2024 - Nov 25, 2024
#12	-1.43% Sep 15, 2020 - Sep 28, 2020	-4.97% Apr 5, 2024 - May 15, 2024
#13	-1.29% Aug 31, 2020 - Sep 15, 2020	-4.97% Jun 8, 2021 - Jul 29, 2021
#14	-1.23% Jul 5, 2017 - Sep 1, 2017	-4.93% Jun 1, 2026 - Jun 5, 2026
#15	-1.04% Aug 2, 2019 - Aug 13, 2019	-4.76% Aug 16, 2021 - Nov 8, 2021