Compare · 4 funds side by side · dividends reinvested

MLPI, BSVO, IWF and VUG

MLPINEOS×BSVOBridgeway×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

MLPI, BSVO, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

EA Bridgeway Omni Small-Cap Value ETFUS Stock Styles · Small cap0.45%1.23%+23.2%+30.6%+18.4%[…]−8.3%16.3%$2.4B1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.0

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.43%+13.2%[…][…][…][…][…]$872M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.8

Rank among the four1st → 4thFee, 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 · BSVO 2010 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

MLPI

BSVO

EA Bridgeway Omni Small-Cap Value ETF · $2.4B[…]

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

MLPIMeasureBSVO

+13.2%Year to dateJan 1 → Nov 9+23.2%

[…]1 yearTotal return+30.6%

[…]3 years · per year$10,000 became […] · $16,609+18.4%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $45 a year on $10k · lower is better0.45%

14.43%Trailing 12-mo yield$1,443 · $123 a year on $10k1.23%

[…]Worst dropSmaller is better−8.3%

[…]VolatilityLower is calmer16.3%

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

1–2BSVO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPI vs BSVO: Top 5 Holdings

Today

MLPI

32.0%in top 5

BSVO

in top 54.0%

MLPIStockBSVO

9.1%WMBnot top 5

6.6%KMInot top 5

6.4%OKEnot top 5

5.1%LNGnot top 5

4.8%MPLXnot top 5

not top 5VSXY1.0%

not top 5STNG0.8%

not top 5INSW0.8%

not top 5HG0.7%

not top 5BFH0.7%

Held in common0.6%

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

MLPI vs BSVO Returns, Every Period

NEOSMLPI

[…]

past year

BSVOBridgeway

+30.6%

past year

MLPIBSVOFaded: behind in that period

0–1BSVO wins

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

Income vs Stocks: MLPI vs BSVO

YTD

NEOSMLPI

+13.2%

BSVOBridgeway

+23.2%

+13.2%Year to date+23.2%

[…]Worst drop · 1Y−8.3%

[…]Volatility · 1Y16.3%

14.4%Yield1.2%

$872MAssets$2.4B

1–1level

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

Cost, Income and Risk

Fees: MLPI, BSVO, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

BSVO0.45%$45

MLPI0.68%$68

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MLPI, BSVO, IWF, VUG

14.43%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.43%$1,443

BSVO1.23%$123

VUG0.41%$41

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

BSVO$123 − $45 = $78

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MLPI, BSVO, IWF, VUG

Today

78.1%most shared, IWF and VUG

MLPIBSVOIWFVUG

MLPI—0.6%0.2%0.2%

BSVO0.6%—0.0%0.0%

IWF0.2%0.0%—78.1%

VUG0.2%0.0%78.1%—

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

Return vs Bumpiness: 4 ETFs

+30.6%BSVO, at 16.3% volatility

BSVOWorst drop−8.3%16.3% vol

VUGWorst drop−15.1%19.1% 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

MLPIBSVO

+13.2%Year to date+23.2%

14.4%Yield1.2%

[…]Past year+30.6%

0.68%Fee0.45%

2–1BSVO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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