Compare · 3 funds side by side · dividends reinvested

AFSM, MLPI and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeMLPI · 14.21% · $1,421 a year on $10k

Story of the three · RiskSmallest drop

AFSM, MLPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.4

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.4%+22.6%+18.6%+8.0%−9.6%18.1%$133M2.0

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.21%+14.9%[…][…][…][…][…]$893M2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: AFSM 2019 · MLPI 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MLP & Energy Infrastructure High Income ETF · $893M[…]

MLPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

MLPI

More Ways to See the Pairs

MLPI vs VIG: Top 5 Holdings

Today

MLPI

32.1%in top 5

VIG

in top 522.1%

MLPIStockVIG

9.3%WMBnot top 5

6.6%KMInot top 5

6.3%OKEnot top 5

5.1%LNGnot top 5

not top 5MSFT4.9%

Cost, Income and Risk

Fees: AFSM, MLPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MLPI0.68%$68

AFSM0.75%$75

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

Yields: AFSM, MLPI, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

VIG

+14.9%Year to dateJan 1 → Nov 10+15.1%

[…]1 yearTotal return+17.8%

[…]3 years · per year$10,000 became […] · $16,696+18.6%

[…]5 years · per year$10,000 became […] · $16,583+10.6%

0.68%Expense ratio$68 · $4 a year on $10k · lower is better0.04%

14.21%Trailing 12-mo yield$1,421 · $146 a year on $10k1.46%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.0%

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

1–2VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL4.9%

4.8%TRGPnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

MLPI vs VIG Returns, Every Period

1Y

NEOSMLPI

[…]

past year

VIGVanguard

+17.8%

past year

MLPIVIGFaded: behind in that period

0–1VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MLPI vs VIG

YTD

NEOSMLPI

+14.9%

VIGVanguard

+15.1%

+14.9%Year to date+15.1%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.0%

14.2%Yield1.5%

$893MAssets$109B

1–1level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

14.21%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.21%$1,421

VIG1.46%$146

AFSM0.52%$52

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,353most kept, MLPI

MLPI$1,421 − $68 = $1,353

VIG$146 − $4 = $142

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AFSM, MLPI, VIG

Today

0.7%most shared, AFSM and MLPI

AFSMMLPIVIG

AFSM—0.7%0.5%

MLPI0.7%—0.1%

VIG0.5%0.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.6%AFSM, at 18.1% volatility

VIGWorst drop−7.9%11.0% vol

AFSMWorst drop−9.6%18.1% vol

MLPIWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MLPIAFSM

+14.9%Year to date+19.4%

14.2%Yield0.5%

[…]Past year+22.6%

0.68%Fee0.75%

2–1MLPI wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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AFSM, MLPI and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three