Compare · 4 funds side by side · dividends reinvested

MLPI, AFSM, IWF and SCHD

MLPINEOS×AFSMFirst Trust×IWFiShares×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

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

Story of the four · RiskSmallest drop

MLPI, AFSM, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%13.88%+17.6%[…][…][…][…][…]$926M2.3

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%$143M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B3.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: MLPI 2025 · AFSM 2019 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MLPI

More Ways to See the Pairs

MLPI vs IWF: Top 5 Holdings

Today

MLPI

32.8%in top 5

IWF

in top 538.2%

MLPIStockIWF

not top 5NVDA12.8%

9.4%WMBnot top 5

not top 5AAPL8.8%

6.7%KMInot top 5

6.3%OKEnot top 5

Cost, Income and Risk

Fees: MLPI, AFSM, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

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

+34.9%

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

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

MLPIMeasureIWF

+17.6%Year to dateJan 1 → Nov 13−2.6%

[…]1 yearTotal return−3.9%

[…]3 years · per year$10,000 became […] · $16,699+18.6%

[…]5 years · per year$10,000 became […] · $15,505+9.2%

0.68%Expense ratio$68 · $18 a year on $10k · lower is better0.18%

13.88%Trailing 12-mo yield$1,388 · $38 a year on $10k0.38%

[…]Worst dropSmaller is better−14.6%

[…]VolatilityLower is calmer19.6%

MLPIIWF 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 5MSFT6.1%

not top 5GOOGL5.4%

5.3%LNGnot top 5

not top 5AVGO5.1%

5.0%TRGPnot top 5

Held in common0.2%

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

MLPI vs IWF Returns, Every Period

1Y

NEOSMLPI

[…]

past year

IWFiShares

−3.9%

past year

MLPIIWFFaded: behind in that period

1–0MLPI wins

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

MLPI vs SCHD

YTD

NEOSMLPI

+17.6%

SCHDSchwab

+34.9%

+17.6%Year to date+34.9%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

13.9%Yield2.9%

$926MAssets$124B

1–1level

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

Yields: MLPI, AFSM, IWF, SCHD

1Y

13.88%highest, MLPI

FundTrailing yieldYield$10k

MLPI13.88%$1,388

SCHD2.92%$292

AFSM0.52%$52

IWF0.38%$38

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

SCHD$292 − $6 = $286

IWF$38 − $18 = $20

AFSM$52 − $75 = −$23

KeptFee

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

Overlap: MLPI, AFSM, IWF, SCHD

Today

3.6%most shared, IWF and SCHD

MLPIAFSMIWFSCHD

MLPI—0.7%0.2%1.3%

AFSM0.7%—0.8%0.6%

IWF0.2%0.8%—3.6%

SCHD1.3%0.6%3.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+37.5%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 13, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+17.6%Year to date+34.9%

13.9%Yield2.9%

[…]Past year+37.5%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

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

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MLPI, AFSM, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four