Compare · 3 funds side by side · dividends reinvested

MLPI, AFSM and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,124AFSM · best of the three

Story of the three · IncomeMost incomeMLPI · 13.88% · $1,388 a year on $10k

Story of the three · RiskSmallest drop

MLPI, AFSM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%13.88%+17.6%[…][…][…][…][…]$926M1.7

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.3%+20.9%+19.7%+7.1%−9.6%18.1%$143M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B1.8

Rank among the three1st → 3rdFee, 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: MLPI 2025 · AFSM 2019 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MLP & Energy Infrastructure High Income ETF · $926M[…]

MLPI

AFSM

First Trust Active Factor Small Cap ETF · $143M$14,124

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

MLPI

More Ways to See the Pairs

MLPI vs AFSM: Top 5 Holdings

Today

MLPI

32.8%in top 5

AFSM

in top 54.5%

MLPIStockAFSM

9.4%WMBnot top 5

6.7%KMInot top 5

6.3%OKEnot top 5

5.3%LNGnot top 5

5.0%TRGPnot top 5

Cost, Income and Risk

Fees: MLPI, AFSM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

MLPI0.68%$68

AFSM0.75%$75

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: MLPI, AFSM, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

AFSM

+17.6%Year to dateJan 1 → Nov 13+19.3%

[…]1 yearTotal return+20.9%

[…]3 years · per year$10,000 became […] · $17,155+19.7%

[…]5 years · per year$10,000 became […] · $14,124+7.1%

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

13.88%Trailing 12-mo yield$1,388 · $52 a year on $10k0.52%

[…]Worst dropSmaller is better−9.6%

[…]VolatilityLower is calmer18.1%

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

2–1MLPI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ETON0.9%

not top 5PARR0.9%

not top 5KNSA0.9%

not top 5NHC0.9%

not top 5ANF0.9%

Held in common0.7%

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

MLPI vs AFSM Returns, Every Period

1Y

NEOSMLPI

[…]

past year

AFSMFirst Trust

+20.9%

past year

MLPIAFSMFaded: behind in that period

0–1AFSM wins

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

Income vs Stocks: MLPI vs IJH

YTD

NEOSMLPI

+17.6%

IJHiShares

+12.7%

+17.6%Year to date+12.7%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.8%

13.9%Yield1.2%

$926MAssets$124B

2–0MLPI wins

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

1Y

13.88%highest, MLPI

FundTrailing yieldYield$10k

MLPI13.88%$1,388

IJH1.22%$122

AFSM0.52%$52

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,320most kept, MLPI

MLPI$1,388 − $68 = $1,320

IJH$122 − $5 = $117

AFSM$52 − $75 = −$23

KeptFee

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

Overlap: MLPI, AFSM, IJH

Today

7.3%most shared, AFSM and IJH

MLPIAFSMIJH

MLPI—0.7%0.5%

AFSM0.7%—7.3%

IJH0.5%7.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.9%AFSM, at 18.1% volatility

IJHWorst drop−8.8%15.8% vol

AFSMWorst drop−9.6%18.1% vol

MLPIWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

MLPIAFSM

+17.6%Year to date+19.3%

13.9%Yield0.5%

[…]Past year+20.9%

0.68%Fee0.75%

2–1MLPI wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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MLPI, AFSM and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three