AFSM vs MLPI

AAFSM

BMLPI

Measures won0–2MLPI wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · AFSM $15,621

Lowest cost0.06%SCHD · $6 on $10k

Most income14.21%MLPI · $1,421 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.8%AFSM and MLPI

AFSM

MLPI

First Trust Active Factor Small Cap ETF · $132MMLP & Energy Infrastructure High Income ETF · $932M

+21.7%3 years · per year$18,012 · […][…]

+9.3%5 years · per year$15,621 · […][…]

0.75%Expense ratio$75 · $68 on $10k · lower wins0.68%

0.51%12-mo yield$51 · $1,421 on $10k14.21%

−9.6%Worst dropSmaller wins[…]

17.3%VolatilityLower wins[…]

0–2MLPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSM · MLPI

0.8%TNK3.3%

Held in common0.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M
3	BMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.21%	−3.4%	+14.9%	new	new	new	[…]	$932M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M
3	BMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.21%	−3.4%	+14.9%	new	new	new	[…]	$932M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFSM vs MLPI

AFSM

First Trust Active Factor Small Cap

$15,621

MLPI

MLP & Energy Infrastructure High Income

[…]

MeasureAFSMMLPI

Fee0.75%0.68%

Cost on $10k a year$75$68

Yield0.51%14.21%

5 years, per year+9.3%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y17.3%[…]

2–0measures won
MLPI first

0.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AFSM, MLPI, SCHD

Today

1.4%most shared, MLPI and SCHD

AFSMMLPISCHD

AFSM—0.8%0.6%

MLPI0.8%—1.4%

SCHD0.6%1.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,353most kept, MLPI

MLPI$1,421 − $68 = $1,353

SCHD$291 − $6 = $285

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee