AFSM vs MLPI5YAFSMAFSMAvsBMLPIMLPIFirst Trust Active Factor Small Cap ETF · $135MMLP & Energy Infrastructure High Income ETF · $906MReturns · dividends in+19.4%3 years · per year$17,043 · […][…]+7.7%5 years · per year$14,523 · […][…]Cost and income0.75%Expense ratio$75 · $68 on $10k · lower wins0.68%0.51%12-mo yield$51 · $1,402 on $10k14.02%
Overlap: AFSM, MLPI, IJHToday7.3%most shared, AFSM and IJHAFSMMLPIIJHAFSM—0.7%7.3%MLPI0.7%—0.5%IJH7.3%0.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
AFSM vs MLPI5YAAFSMFirst Trust Active Factor Small Cap$14,523vsMLPIBMLP & Energy Infrastructure High Income[…]MeasureAFSMMLPIFee0.75%0.68%Cost on $10k a year$75$68Yield0.51%14.02%5 years, per year+7.7%[…]3 years, per year+19.4%[…]Worst drop · 1Y−9.6%[…]Volatility · 1Y18.1%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAFSMFirst Trust Active Factor Small Cap ETFReadDesk0.75%0.51%+1.3%+20.8%+22.8%+19.4%+7.7%−9.6%$135M2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.21%+0.8%+14.2%+15.9%+16.7%+6.9%−8.8%$125.5B3BMLPIMLP & Energy Infrastructure High Income ETFReadDesk0.68%14.02%+1.4%+16.4%newnewnew[…]$906MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAFSMFirst Trust Active Factor Small Cap ETFReadDesk0.75%0.51%+1.3%+20.8%+22.8%+19.4%+7.7%−9.6%$135M2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.21%+0.8%+14.2%+15.9%+16.7%+6.9%−8.8%$125.5B3BMLPIMLP & Energy Infrastructure High Income ETFReadDesk0.68%14.02%+1.4%+16.4%newnewnew[…]$906MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: AFSM, MLPI, IJHToday7.3%most shared, AFSM and IJHAFSMMLPIIJHAFSM—0.7%7.3%MLPI0.7%—0.5%IJH7.3%0.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,334most kept, MLPIMLPI$1,402 − $68 = $1,334IJH$121 − $5 = $116AFSM$51 − $75 = −$24KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee