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$15,697IWF · best of the three

Story of the three · IncomeMost incomeMLPI · 13.95% · $1,395 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%+19.5%+21.4%+19.4%+7.5%−9.6%18.1%$135M1.5

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%13.95%+17.1%[…][…][…][…][…]$906M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: MLPI 2025 · AFSM 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,697

IWF

MLPI

MLP & Energy Infrastructure High Income ETF · $906M[…]

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

IWF

More Ways to See the Pairs

IWF vs MLPI: Top 5 Holdings

Today

IWF

38.2%in top 5

MLPI

in top 532.6%

IWFStockMLPI

12.8%NVDAnot top 5

not top 5WMB9.3%

8.8%AAPLnot top 5

not top 5KMI6.6%

not top 5OKE6.3%

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 12, 2026 · fee on $10,000 a year

Yields: MLPI, AFSM, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

MLPI

−1.5%Year to dateJan 1 → Nov 12+17.1%

−3.0%1 yearTotal return[…]

+19.2%3 years · per year$10,000 became $16,957 · […][…]

+9.4%5 years · per year$10,000 became $15,697 · […][…]

0.18%Expense ratio$18 · $68 a year on $10k · lower is better0.68%

0.37%Trailing 12-mo yield$37 · $1,395 a year on $10k13.95%

−14.6%Worst dropSmaller is better[…]

19.6%VolatilityLower is calmer[…]

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

1–2MLPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

not top 5LNG5.3%

5.1%AVGOnot top 5

not top 5TRGP5.0%

Held in common0.2%

End-of-day Nov 12, 2026 · share of each fund

IWF vs MLPI Returns, Every Period

1Y

iSharesIWF

−3.0%

past year

MLPINEOS

[…]

past year

IWFMLPIFaded: behind in that period

0–1MLPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs MLPI

YTD

iSharesIWF

−1.5%

MLPINEOS

+17.1%

−1.5%Year to date+17.1%

−14.6%Worst drop · 1Y[…]

19.6%Volatility · 1Y[…]

0.4%Yield13.9%

$119BAssets$906M

2–0MLPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

13.95%highest, MLPI

FundTrailing yieldYield$10k

MLPI13.95%$1,395

AFSM0.52%$52

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$1,327most kept, MLPI

MLPI$1,395 − $68 = $1,327

IWF$37 − $18 = $19

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.4%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 12, 2026 · up and left is better

Paid More vs Made More

YTD

MLPIAFSM

+17.1%Year to date+19.5%

13.9%Yield0.5%

[…]Past year+21.4%

0.68%Fee0.75%

2–1MLPI wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 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