Compare · 4 funds side by side · dividends reinvested

AFSM, MLPI, IWF and SCHD

AFSMFirst Trust×MLPINEOS×IWFiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

AFSM, MLPI, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.71%+11.0%[…][…][…][…][…]$870M2.3

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.53%+15.8%+17.5%+19.1%+7.9%−9.6%17.9%$133M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AFSM 2019 · MLPI 2025 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Small Cap ETF · $133M$14,598

AFSM

MLPI

MLP & Energy Infrastructure High Income ETF · $870M[…]

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

AFSMMeasureMLPI

+15.8%Year to dateJan 1 → Nov 6+11.0%

+17.5%1 yearTotal return[…]

+19.1%3 years · per year$10,000 became $16,877 · […][…]

+7.9%5 years · per year$10,000 became $14,598 · […][…]

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

0.53%Trailing 12-mo yield$53 · $1,471 a year on $10k14.71%

−9.6%Worst dropSmaller is better[…]

17.9%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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSM vs MLPI: Top 5 Holdings

Today

AFSM

4.6%in top 5

MLPI

in top 532.2%

AFSMStockMLPI

not top 5WMB9.1%

not top 5KMI6.7%

not top 5OKE6.5%

not top 5LNG5.1%

not top 5TRGP4.9%

1.0%ANFnot top 5

0.9%NHCnot top 5

0.9%PARRnot top 5

0.9%ECPGnot top 5

0.9%MATXnot top 5

Held in common0.7%

End-of-day Nov 6, 2026 · share of each fund

AFSM vs MLPI Returns, Every Period

First TrustAFSM

+17.5%

past year

MLPINEOS

[…]

past year

AFSMMLPIFaded: behind in that period

1–0AFSM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AFSM vs MLPI

YTD

First TrustAFSM

+15.8%

MLPINEOS

+11.0%

+15.8%Year to date+11.0%

−9.6%Worst drop · 1Y[…]

17.9%Volatility · 1Y[…]

0.5%Yield14.7%

$133MAssets$870M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSM, MLPI, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

MLPI0.68%$68

AFSM0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AFSM, MLPI, IWF, SCHD

14.71%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.71%$1,471

SCHD3.00%$300

AFSM0.53%$53

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,403most kept, MLPI

MLPI$1,471 − $68 = $1,403

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

AFSM$53 − $75 = −$22

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AFSM, MLPI, IWF, SCHD

Today

3.7%most shared, IWF and SCHD

AFSMMLPIIWFSCHD

AFSM—0.7%0.7%0.6%

MLPI0.7%—0.2%1.3%

IWF0.7%0.2%—3.7%

SCHD0.6%1.3%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AFSMWorst drop−9.6%17.9% vol

IWFWorst drop−14.6%19.4% vol

MLPIWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+11.0%Year to date+31.4%

14.7%Yield3.0%

[…]Past year+37.0%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026