Compare · 3 funds side by side · dividends reinvested

MLPI, AFSM and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

MLPI, AFSM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.65%+11.4%[…][…][…][…][…]$897M2.0

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.53%+15.9%+19.7%+19.6%+7.9%−9.6%17.9%$133M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: MLPI 2025 · AFSM 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $897M[…]

MLPI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

MLPIMeasureSCHD

+11.4%Year to dateJan 1 → Nov 5+32.3%

[…]1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.68%Expense ratio$68 · $6 a year on $10k · lower is better0.06%

14.65%Trailing 12-mo yield$1,465 · $298 a year on $10k2.98%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–2SCHD wins

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

More Ways to See the Pairs

MLPI vs SCHD: Top 5 Holdings

Today

MLPI

32.7%in top 5

SCHD

in top 521.7%

MLPIStockSCHD

9.4%WMBnot top 5

6.7%KMInot top 5

6.5%OKEnot top 5

5.2%LNGnot top 5

5.0%TRGPnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common1.3%

End-of-day Nov 5, 2026 · share of each fund

MLPI vs SCHD Returns, Every Period

NEOSMLPI

[…]

past year

SCHDSchwab

+38.7%

past year

MLPISCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MLPI vs SCHD

YTD

NEOSMLPI

+11.4%

SCHDSchwab

+32.3%

+11.4%Year to date+32.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

14.7%Yield3.0%

$897MAssets$120B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

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 5, 2026 · fee on $10,000 a year

Yields: MLPI, AFSM, SCHD

14.65%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.65%$1,465

SCHD2.98%$298

AFSM0.53%$53

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,397most kept, MLPI

MLPI$1,465 − $68 = $1,397

SCHD$298 − $6 = $292

AFSM$53 − $75 = −$22

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AFSMWorst drop−9.6%17.9% vol

MLPIWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MLPISCHD

+11.4%Year to date+32.3%

14.7%Yield3.0%

[…]Past year+38.7%

0.68%Fee0.06%

2–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026