Compare · 3 funds side by side · dividends reinvested

AFSM, MLPI and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,523AFSM · best of the three

Story of the three · IncomeMost incomeMLPI · 14.02% · $1,402 a year on $10k

Story of the three · RiskSmallest drop

AFSM, MLPI and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.02%+16.4%[…][…][…][…][…]$906M1.7

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.51%+20.8%+22.8%+19.4%+7.7%−9.6%18.1%$135M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B1.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: AFSM 2019 · MLPI 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Small Cap ETF · $135M$14,523

AFSM

MLPI

MLP & Energy Infrastructure High Income ETF · $906M[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

AFSM

More Ways to See the Pairs

AFSM vs MLPI: Top 5 Holdings

Today

AFSM

4.5%in top 5

MLPI

in top 532.4%

AFSMStockMLPI

not top 5WMB9.3%

not top 5KMI6.7%

not top 5OKE6.4%

not top 5LNG5.2%

not top 5TRGP4.9%

Cost, Income and Risk

Fees: AFSM, MLPI, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

MLPI0.68%$68

AFSM0.75%$75

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: AFSM, MLPI, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

MLPI

+20.8%Year to dateJan 1 → Nov 11+16.4%

+22.8%1 yearTotal return[…]

+19.4%3 years · per year$10,000 became $17,043 · […][…]

+7.7%5 years · per year$10,000 became $14,523 · […][…]

0.75%Expense ratio$75 · $68 a year on $10k · lower is better0.68%

0.51%Trailing 12-mo yield$51 · $1,402 a year on $10k14.02%

−9.6%Worst dropSmaller is better[…]

18.1%VolatilityLower is calmer[…]

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

1–2MLPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%ETONnot top 5

0.9%KNSAnot top 5

0.9%ANFnot top 5

0.9%NHCnot top 5

0.9%PARRnot top 5

Held in common0.7%

End-of-day Nov 11, 2026 · share of each fund

AFSM vs MLPI Returns, Every Period

1Y

First TrustAFSM

+22.8%

past year

MLPINEOS

[…]

past year

AFSMMLPIFaded: behind in that period

1–0AFSM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AFSM vs MLPI

YTD

First TrustAFSM

+20.8%

MLPINEOS

+16.4%

+20.8%Year to date+16.4%

−9.6%Worst drop · 1Y[…]

18.1%Volatility · 1Y[…]

0.5%Yield14.0%

$135MAssets$906M

1–1level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

14.02%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.02%$1,402

IJH1.21%$121

AFSM0.51%$51

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,334most kept, MLPI

MLPI$1,402 − $68 = $1,334

IJH$121 − $5 = $116

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: AFSM, MLPI, IJH

Today

7.3%most shared, AFSM and IJH

AFSMMLPIIJH

AFSM—0.7%7.3%

MLPI0.7%—0.5%

IJH7.3%0.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.8%AFSM, at 18.1% volatility

IJHWorst drop−8.8%15.7% vol

AFSMWorst drop−9.6%18.1% vol

MLPIWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MLPIAFSM

+16.4%Year to date+20.8%

14.0%Yield0.5%

[…]Past year+22.8%

0.68%Fee0.75%

2–1MLPI wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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AFSM, MLPI and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three