Compare · 4 funds side by side · dividends reinvested

AFSM, MLPI, VUG and SCHD

AFSMFirst Trust×MLPINEOS×VUGVanguard×SCHDSchwab×

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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, VUG and SCHD, 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%$124B1.4

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%13.95%+17.1%[…][…][…][…][…]$921M2.3

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%$136M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: AFSM 2019 · MLPI 2025 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Small Cap ETF · $136M$14,124

AFSM

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AFSM vs MLPI: Top 5 Holdings

Today

AFSM

4.5%in top 5

MLPI

in top 532.6%

AFSMStockMLPI

not top 5WMB9.3%

not top 5KMI6.6%

not top 5OKE6.3%

not top 5LNG5.3%

not top 5TRGP5.0%

Cost, Income and Risk

Fees: AFSM, MLPI, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

MLPI0.68%$68

AFSM0.75%$75

End-of-day Nov 13, 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%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 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%

MLPI

MLP & Energy Infrastructure High Income ETF · $921M[…]

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

AFSMMeasureMLPI

+19.5%Year to dateJan 1 → Nov 13+17.1%

+21.4%1 yearTotal return[…]

+19.4%3 years · per year$10,000 became $17,022 · […][…]

+7.5%5 years · per year$10,000 became $14,330 · […][…]

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

0.52%Trailing 12-mo yield$52 · $1,395 a year on $10k13.95%

−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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%ETONnot top 5

0.9%PARRnot top 5

0.9%KNSAnot top 5

0.9%NHCnot top 5

0.9%ANFnot top 5

Held in common0.7%

End-of-day Nov 13, 2026 · share of each fund

AFSM vs MLPI Returns, Every Period

1Y

First TrustAFSM

+21.4%

past year

MLPINEOS

[…]

past year

AFSMMLPIFaded: behind in that period

1–0AFSM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AFSM vs MLPI

YTD

First TrustAFSM

+19.5%

MLPINEOS

+17.1%

+19.5%Year to date+17.1%

−9.6%Worst drop · 1Y[…]

18.1%Volatility · 1Y[…]

0.5%Yield13.9%

$136MAssets$921M

1–1level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: AFSM, MLPI, VUG, SCHD

1Y

13.95%highest, MLPI

FundTrailing yieldYield$10k

MLPI13.95%$1,395

SCHD2.93%$293

AFSM0.52%$52

VUG0.41%$41

End-of-day Nov 13, 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

VUG$41 − $3 = $38

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: AFSM, MLPI, VUG, SCHD

Today

1.3%most shared, MLPI and SCHD

AFSMMLPIVUGSCHD

AFSM—0.7%0.4%0.6%

MLPI0.7%—0.2%1.3%

VUG0.4%0.2%—0.8%

SCHD0.6%1.3%0.8%—

End-of-day Nov 13, 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

VUGWorst drop−15.1%19.1% vol

MLPIWorst drop[…][…]

End-of-day Nov 13, 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 13, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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AFSM, MLPI, VUG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four