Compare · 3 funds side by side · dividends reinvested

MLPI, AFSM and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · 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 IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$143M1.5

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

AFSM

IWF

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

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

AFSM

More Ways to See the Pairs

AFSM vs IWF: Top 5 Holdings

Today

AFSM

4.5%in top 5

IWF

in top 538.2%

AFSMStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: MLPI, AFSM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

MLPI0.68%$68

AFSM0.75%$75

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

Yields: MLPI, AFSM, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+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

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

IWF

+19.3%Year to dateJan 1 → Nov 13−2.6%

+20.9%1 yearTotal return−3.9%

+19.7%3 years · per year$10,000 became $17,155 · $16,699+18.6%

+7.1%5 years · per year$10,000 became $14,124 · $15,505+9.2%

0.75%Expense ratio$75 · $18 a year on $10k · lower is better0.18%

0.52%Trailing 12-mo yield$52 · $38 a year on $10k0.38%

−9.6%Worst dropSmaller is better−14.6%

18.1%VolatilityLower is calmer19.6%

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

6–2AFSM wins

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

5.1%

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 common0.8%

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

AFSM vs IWF Returns, Every Period

5Y

First TrustAFSM

+7.1%

5 years, per year

IWFiShares

+9.2%

5 years, per year

AFSMIWFFaded: behind in that period

3–1AFSM wins

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

Stocks vs Income: AFSM vs MLPI

YTD

First TrustAFSM

+19.3%

MLPINEOS

+17.6%

+19.3%Year to date+17.6%

−9.6%Worst drop · 1Y[…]

18.1%Volatility · 1Y[…]

0.5%Yield13.9%

$143MAssets$926M

1–1level

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

1Y

13.88%highest, MLPI

FundTrailing yieldYield$10k

MLPI13.88%$1,388

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

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

Today

0.8%most shared, AFSM and IWF

MLPIAFSMIWF

MLPI—0.7%0.2%

AFSM0.7%—0.8%

IWF0.2%0.8%—

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

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

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

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD 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

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MLPI, AFSM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three