WLDR vs EPRF

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

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

WLDR vs EPRF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

WLDR

$71M

Winner

EPRF

$72M

Expense Ratio

WLDR

0.67%

Winner

EPRF

0.47%

Max Drawdown

WLDR

47.10%

Winner

EPRF

33.34%

Sharpe Ratio

Winner

WLDR

2.51

EPRF

-0.26

5Y Beta

WLDR

0.86

Winner

EPRF

0.31

P/E Ratio

WLDR

18.96

EPRF

N/A

Forward P/E

WLDR

12.50

EPRF

N/A

PEG Ratio

WLDR

0.28

EPRF

N/A

5Y Dividends CAGR

Winner

WLDR

50.00%

EPRF

-1.55%

5Y EPS CAGR

WLDR

13.28%

EPRF

N/A

Debt to Equity

WLDR

-0.16%

EPRF

N/A

P/S Ratio

WLDR

1.20

EPRF

N/A

P/B Ratio

WLDR

2.37

EPRF

N/A

WLDR vs EPRF - Historical Returns

Returns include dividend reinvestment.

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

Winner

WLDR

+6.12%

EPRF

-1.70%

Winner

WLDR

+16.38%

EPRF

-1.61%

Winner

WLDR

+28.23%

EPRF

-2.61%

Winner

WLDR

+50.58%

EPRF

+1.28%

5Y(CAGR)

Winner

WLDR

+17.26%

EPRF

-1.99%

10Y(CAGR)

Winner

WLDR

+12.00%

EPRF

+1.09%

Max(CAGR)

Winner

WLDR

+12.00%

EPRF

+1.09%

WLDR vs EPRF - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

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

WLDR vs EPRF Drawdown Comparison

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

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

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

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