Compare · 3 funds side by side · dividends reinvested

MLPI, AFSM and SCHD

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · 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 SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.1

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%13.95%+17.1%[…][…][…][…][…]$906M2.0

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%$135M2.3

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Small Cap ETF · $135M$14,330

AFSM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

AFSM

More Ways to See the Pairs

AFSM vs SCHD: Top 5 Holdings

Today

AFSM

4.5%in top 5

SCHD

in top 521.7%

AFSMStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: MLPI, AFSM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MLPI0.68%$68

AFSM0.75%$75

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+19.5%Year to dateJan 1 → Nov 12+34.2%

+21.4%1 yearTotal return+36.8%

+19.4%3 years · per year$10,000 became $17,022 · $17,257+19.9%

+7.5%5 years · per year$10,000 became $14,330 · $16,429+10.4%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

0.52%Trailing 12-mo yield$52 · $293 a year on $10k2.93%

−9.6%Worst dropSmaller is better−6.9%

18.1%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

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 common0.6%

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

AFSM vs SCHD Returns, Every Period

5Y

First TrustAFSM

+7.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

AFSMSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: AFSM vs MLPI

YTD

First TrustAFSM

+19.5%

MLPINEOS

+17.1%

+19.5%Year to date+17.1%

−9.6%Worst drop · 1Y[…]

18.1%Volatility · 1Y[…]

0.5%Yield13.9%

$135MAssets$906M

1–1level

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

Yields: MLPI, AFSM, SCHD

1Y

13.95%highest, MLPI

FundTrailing yieldYield$10k

MLPI13.95%$1,395

SCHD2.93%$293

AFSM0.52%$52

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

SCHD$293 − $6 = $287

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: MLPI, AFSM, SCHD

Today

1.3%most shared, MLPI and SCHD

MLPIAFSMSCHD

MLPI—0.7%1.3%

AFSM0.7%—0.6%

SCHD1.3%0.6%—

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

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AFSMWorst drop−9.6%18.1% vol

MLPIWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+17.1%Year to date+34.2%

13.9%Yield2.9%

[…]Past year+36.8%

0.68%Fee0.06%

2–1SCHD 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

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

MLPI, AFSM and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MLPI, AFSM, SCHD