Compare · 3 funds side by side · dividends reinvested

AFSM, MLPI and SCHD

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

02 / 04

AFSM, MLPI 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%[…][…][…][…][…]$897M2.0

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%$133M2.3

Rank among the three1st → 3rdFee, 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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $897M[…]

MLPI

AFSM

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

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

MLPIMeasureAFSM

+11.0%Year to dateJan 1 → Nov 6+15.8%

[…]1 yearTotal return+17.5%

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

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

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

14.71%Trailing 12-mo yield$1,471 · $53 a year on $10k0.53%

[…]Worst dropSmaller is better−9.6%

[…]VolatilityLower is calmer17.9%

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

2–1MLPI wins

End-of-day Nov 6, 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

32.2%in top 5

AFSM

in top 54.6%

MLPIStockAFSM

9.1%WMBnot top 5

6.7%KMInot top 5

6.5%OKEnot top 5

5.1%LNGnot top 5

4.9%TRGPnot top 5

not top 5ANF1.0%

not top 5NHC0.9%

not top 5PARR0.9%

not top 5ECPG0.9%

not top 5MATX0.9%

Held in common0.7%

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

MLPI vs AFSM Returns, Every Period

NEOSMLPI

[…]

past year

AFSMFirst Trust

+17.5%

past year

MLPIAFSMFaded: behind in that period

0–1AFSM wins

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

MLPI vs SCHD

YTD

NEOSMLPI

+11.0%

SCHDSchwab

+31.4%

+11.0%Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

14.7%Yield3.0%

$897MAssets$120B

1–1level

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

Cost, Income and Risk

Fees: AFSM, MLPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MLPI0.68%$68

AFSM0.75%$75

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

Yields: AFSM, MLPI, SCHD

14.71%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.71%$1,471

SCHD3.00%$300

AFSM0.53%$53

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

AFSM$53 − $75 = −$22

KeptFee

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

Overlap: AFSM, MLPI, SCHD

Today

1.3%most shared, MLPI and SCHD

AFSMMLPISCHD

AFSM—0.7%0.6%

MLPI0.7%—1.3%

SCHD0.6%1.3%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AFSMWorst drop−9.6%17.9% 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 Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026