Compare · 4 funds side by side · dividends reinvested

MLPI, AFSM, IWF and VUG

MLPINEOS×AFSMFirst Trust×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

MLPI, AFSM, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.43%+13.2%[…][…][…][…][…]$872M2.0

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.3%+22.9%+19.5%+8.0%−9.6%18.1%$129M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: MLPI 2025 · AFSM 2019 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $872M[…]

MLPI

AFSM

First Trust Active Factor Small Cap ETF · $129M$14,677

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

MLPIMeasureAFSM

+13.2%Year to dateJan 1 → Nov 9+19.3%

[…]1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,061+19.5%

[…]5 years · per year$10,000 became […] · $14,677+8.0%

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

14.43%Trailing 12-mo yield$1,443 · $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 9, 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

32.0%in top 5

AFSM

in top 54.6%

MLPIStockAFSM

9.1%WMBnot top 5

6.6%KMInot top 5

6.4%OKEnot top 5

5.1%LNGnot top 5

4.8%MPLXnot top 5

not top 5NHC0.9%

not top 5KNSA0.9%

not top 5PARR0.9%

not top 5ANF0.9%

not top 5MATX0.9%

Held in common0.7%

End-of-day Nov 9, 2026 · share of each fund

MLPI vs AFSM Returns, Every Period

NEOSMLPI

[…]

past year

AFSMFirst Trust

+22.9%

past year

MLPIAFSMFaded: behind in that period

0–1AFSM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: MLPI vs AFSM

YTD

NEOSMLPI

+13.2%

AFSMFirst Trust

+19.3%

+13.2%Year to date+19.3%

[…]Worst drop · 1Y−9.6%

[…]Volatility · 1Y18.1%

14.4%Yield0.5%

$872MAssets$129M

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLPI, AFSM, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

MLPI0.68%$68

AFSM0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MLPI, AFSM, IWF, VUG

14.43%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.43%$1,443

AFSM0.52%$52

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,375most kept, MLPI

MLPI$1,443 − $68 = $1,375

VUG$41 − $3 = $38

IWF$38 − $18 = $20

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MLPI, AFSM, IWF, VUG

Today

78.1%most shared, IWF and VUG

MLPIAFSMIWFVUG

MLPI—0.7%0.2%0.2%

AFSM0.7%—0.7%0.4%

IWF0.2%0.7%—78.1%

VUG0.2%0.4%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%AFSM, at 18.1% volatility

AFSMWorst drop−9.6%18.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

MLPIWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MLPIAFSM

+13.2%Year to date+19.3%

14.4%Yield0.5%

[…]Past year+22.9%

0.68%Fee0.75%

2–1MLPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026