Compare · 2 funds side by side · dividends reinvested

MLPI and AFSM

MLPINEOS×AFSMFirst Trust×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,943AFSM · best of the two

02 / 03

MLPI and AFSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.51%+20.3%+24.2%+21.5%+8.7%−9.6%17.3%$132M1.3

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%13.73%+18.9%[…][…][…][…][…]$930M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MLPI 2025 · AFSM 2019

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $930M[…]

MLPI

AFSM

First Trust Active Factor Small Cap ETF · $132M$15,156

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

MLPIMeasureAFSM

+18.9%Year to dateJan 1 → Nov 3+20.3%

[…]1 yearTotal return+24.2%

[…]3 years · per year$10,000 became […] · $17,943+21.5%

[…]5 years · per year$10,000 became […] · $15,156+8.7%

0.68%Expense ratio$68 · $75 a year on $10k · lower is better0.75%

13.73%Trailing 12-mo yield$1,373 · $51 a year on $10k0.51%

[…]Worst dropSmaller is better−9.6%

[…]VolatilityLower is calmer17.3%

MLPIAFSM Winner of the row, in its colourEach row: the bigger of the two fills its side

2–1MLPI wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPI vs AFSM: Top 5 Holdings

Today

MLPI

33.0%in top 5

AFSM

in top 54.6%

MLPIStockAFSM

9.5%WMBnot top 5

6.8%KMInot top 5

6.5%OKEnot top 5

5.3%LNGnot top 5

4.9%TRGPnot top 5

not top 5PARR1.0%

not top 5ANF1.0%

not top 5NHC0.9%

not top 5MATX0.9%

not top 5KNSA0.9%

Held in common0.8%

End-of-day Nov 3, 2026 · share of each fund

MLPI vs AFSM Returns, Every Period

NEOSMLPI

[…]

past year

AFSMFirst Trust

+24.2%

past year

MLPIAFSMFaded: behind in that period

0–1AFSM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Stocks: MLPI vs AFSM

YTD

NEOSMLPI

+18.9%

AFSMFirst Trust

+20.3%

+18.9%Year to date+20.3%

[…]Worst drop · 1Y−9.6%

[…]Volatility · 1Y17.3%

13.7%Yield0.5%

$930MAssets$132M

1–1level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPI, AFSM

Today

0.68%lowest, MLPI

FundExpense ratioFee$10k

MLPI0.68%$68

AFSM0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MLPI, AFSM

13.73%highest, MLPI

FundTrailing yieldYield$10k

MLPI13.73%$1,373

AFSM0.51%$51

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,305most kept, MLPI

MLPI$1,373 − $68 = $1,305

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MLPI, AFSM

Today

0.8%most shared, MLPI and AFSM

MLPIAFSM

MLPI—0.8%

AFSM0.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.2%AFSM, at 17.3% volatility

AFSMWorst drop−9.6%17.3% vol

MLPIWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MLPIAFSM

+18.9%Year to date+20.3%

13.7%Yield0.5%

[…]Past year+24.2%

0.68%Fee0.75%

2–1MLPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026