EPRF vs XJUL
Comparison between Innovator S&P Investment Grade Preferred ETF (EPRF, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY (XJUL, ETF).
EPRF vs XJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EPRF
$71M
XJUL
$71M
Expense Ratio
Winner
EPRF
0.47%
XJUL
0.85%
Max Drawdown
EPRF
33.34%
Winner
XJUL
9.10%
Sharpe Ratio
EPRF
-0.22
Winner
XJUL
1.45
5Y Beta
Winner
EPRF
0.31
XJUL
0.43
5Y Dividends CAGR
EPRF
-1.55%
XJUL
N/A
EPRF vs XJUL - Historical Returns
Returns include dividend reinvestment.
1M
EPRF
-1.17%
Winner
XJUL
+0.64%
3M
EPRF
+0.44%
Winner
XJUL
+4.06%
6M
EPRF
-2.85%
Winner
XJUL
+4.41%
1Y
EPRF
+1.85%
Winner
XJUL
+10.13%
5Y(CAGR)
EPRF
-1.89%
XJUL
N/A
10Y(CAGR)
EPRF
+1.15%
XJUL
N/A
Max(CAGR)
EPRF
+1.15%
Winner
XJUL
+9.99%
EPRF vs XJUL - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | EPRF | XJUL |
|---|---|---|
| 2026 | -3.02% | +3.76% |
| 2025 | +0.71% | +10.21% |
| 2024 | +3.41% | +10.77% |
| 2023 | +8.87% | +4.06% |
| 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 XJUL Drawdown Comparison
The maximum drawdown for EPRF was -26.82%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The maximum drawdown for XJUL was -9.10%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current EPRF drawdown is -10.61%.
| Rank | EPRF | XJUL |
|---|---|---|
| #1 | -26.82% Feb 12, 2020 - Jul 29, 2020 | -9.10% Feb 19, 2025 - May 12, 2025 |
| #2 | -25.25% Nov 5, 2021 - Oct 19, 2023 | -4.73% Jul 31, 2023 - Nov 14, 2023 |
| #3 | -10.58% Jul 9, 2018 - Mar 13, 2019 | -3.16% Jul 22, 2024 - Aug 15, 2024 |
| #4 | -5.46% Dec 5, 2017 - Jul 3, 2018 | -2.76% Feb 25, 2026 - Apr 8, 2026 |
| #5 | -4.15% Dec 31, 2020 - Apr 7, 2021 | -1.70% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -2.37% Oct 8, 2020 - Nov 16, 2020 | -1.66% Oct 27, 2025 - Nov 28, 2025 |
| #7 | -2.00% Sep 1, 2017 - Nov 21, 2017 | -1.10% Dec 6, 2024 - Dec 26, 2024 |
| #8 | -1.87% Oct 24, 2019 - Dec 17, 2019 | -0.99% May 19, 2025 - May 30, 2025 |
| #9 | -1.80% Jul 7, 2021 - Oct 28, 2021 | -0.98% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -1.63% Sep 4, 2019 - Oct 9, 2019 | -0.93% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -1.45% Apr 23, 2021 - Jun 1, 2021 | -0.89% Mar 28, 2024 - Apr 29, 2024 |
| #12 | -1.43% Sep 15, 2020 - Sep 28, 2020 | -0.78% Dec 26, 2024 - Jan 15, 2025 |
| #13 | -1.29% Aug 31, 2020 - Sep 15, 2020 | -0.77% Dec 28, 2023 - Jan 10, 2024 |
| #14 | -1.23% Jul 5, 2017 - Sep 1, 2017 | -0.75% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -1.04% Aug 2, 2019 - Aug 13, 2019 | -0.69% Jan 12, 2026 - Jan 26, 2026 |
Correlation
Correlation between EPRF and XJUL is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Select Stocks to Compare
Popular: EPRF vs SPYXJUL vs SPY
More Comparisons
Compare with similar stocks