Compare · 4 funds side by side · dividends reinvested

AFSM, MLPI, SCHD and IWF

AFSMFirst Trust×MLPINEOS×SCHDSchwab×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,429SCHD · best of the four

Story of the four · IncomeMost incomeMLPI · 13.95% · $1,395 a year on $10k

Story of the four · RiskSmallest drop

AFSM, MLPI, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.1

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%13.95%+17.1%[…][…][…][…][…]$906M2.3

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.5%+21.4%+19.4%+7.5%−9.6%18.1%$135M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: AFSM 2019 · MLPI 2025 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MLPI

More Ways to See the Pairs

MLPI vs SCHD: Top 5 Holdings

Today

MLPI

32.6%in top 5

SCHD

in top 521.7%

MLPIStockSCHD

9.3%WMBnot top 5

6.6%KMInot top 5

6.3%OKEnot top 5

5.3%LNGnot top 5

5.0%TRGPnot top 5

Cost, Income and Risk

Fees: AFSM, MLPI, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

MLPI0.68%$68

AFSM0.75%$75

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

MLPIMeasureSCHD

+17.1%Year to dateJan 1 → Nov 12+34.2%

[…]1 yearTotal return+36.8%

[…]3 years · per year$10,000 became […] · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.68%Expense ratio$68 · $6 a year on $10k · lower is better0.06%

13.95%Trailing 12-mo yield$1,395 · $293 a year on $10k2.93%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–2SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common1.3%

End-of-day Nov 12, 2026 · share of each fund

MLPI vs SCHD Returns, Every Period

1Y

NEOSMLPI

[…]

past year

SCHDSchwab

+36.8%

past year

MLPISCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

MLPI vs SCHD

YTD

NEOSMLPI

+17.1%

SCHDSchwab

+34.2%

+17.1%Year to date+34.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

13.9%Yield2.9%

$906MAssets$123B

1–1level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: AFSM, MLPI, SCHD, IWF

1Y

13.95%highest, MLPI

FundTrailing yieldYield$10k

MLPI13.95%$1,395

SCHD2.93%$293

AFSM0.52%$52

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$1,327most kept, MLPI

MLPI$1,395 − $68 = $1,327

SCHD$293 − $6 = $287

IWF$37 − $18 = $19

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: AFSM, MLPI, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

AFSMMLPISCHDIWF

AFSM—0.7%0.6%0.8%

MLPI0.7%—1.3%0.2%

SCHD0.6%1.3%—3.6%

IWF0.8%0.2%3.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AFSMWorst drop−9.6%18.1% vol

IWFWorst drop−14.6%19.6% vol

MLPIWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+17.1%Year to date+34.2%

13.9%Yield2.9%

[…]Past year+36.8%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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AFSM, MLPI, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four