Compare · 3 funds side by side · dividends reinvested

MLPI, AFSM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

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%+22.9%+19.5%+8.0%−9.6%18.1%$129M1.6

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.43%+13.2%[…][…][…][…][…]$872M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B1.9

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

AFSM

MLPI

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

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

AFSMMeasureMLPI

+19.3%Year to dateJan 1 → Nov 9+13.2%

+22.9%1 yearTotal return[…]

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

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

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

0.52%Trailing 12-mo yield$52 · $1,443 a year on $10k14.43%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSM vs MLPI: Top 5 Holdings

Today

AFSM

4.6%in top 5

MLPI

in top 532.0%

AFSMStockMLPI

not top 5WMB9.1%

not top 5KMI6.6%

not top 5OKE6.4%

not top 5LNG5.1%

not top 5MPLX4.8%

0.9%NHCnot top 5

0.9%KNSAnot top 5

0.9%PARRnot top 5

0.9%ANFnot top 5

0.9%MATXnot top 5

Held in common0.7%

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

AFSM vs MLPI Returns, Every Period

First TrustAFSM

+22.9%

past year

MLPINEOS

[…]

past year

AFSMMLPIFaded: behind in that period

1–0AFSM wins

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

Stocks vs Income: AFSM vs MLPI

YTD

First TrustAFSM

+19.3%

MLPINEOS

+13.2%

+19.3%Year to date+13.2%

−9.6%Worst drop · 1Y[…]

18.1%Volatility · 1Y[…]

0.5%Yield14.4%

$129MAssets$872M

1–1level

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

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 9, 2026 · fee on $10,000 a year

Yields: MLPI, AFSM, IWF

14.43%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.43%$1,443

AFSM0.52%$52

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

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

Today

0.7%most shared, AFSM and IWF

MLPIAFSMIWF

MLPI—0.7%0.2%

AFSM0.7%—0.7%

IWF0.2%0.7%—

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

Return vs Bumpiness: 3 ETFs

+22.9%AFSM, at 18.1% volatility

AFSMWorst drop−9.6%18.1% 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 Three

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