AFSM vs MLPI

AAFSM

BMLPI

Measures won0–2MLPI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income14.71%MLPI · $1,471 on $10k

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

Held in common0.7%AFSM and MLPI

AFSM

MLPI

First Trust Active Factor Small Cap ETF · $133MMLP & Energy Infrastructure High Income ETF · $870M

+19.1%3 years · per year$16,877 · […][…]

+7.9%5 years · per year$14,598 · […][…]

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

0.53%12-mo yield$53 · $1,471 on $10k14.71%

−9.6%Worst dropSmaller wins[…]

17.9%VolatilityLower wins[…]

0–2MLPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFSM · MLPI

0.7%TNK3.1%

Held in common0.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	+0.1%	+15.8%	+17.5%	+19.1%	+7.9%	−9.6%	$133M
4	BMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.71%	−0.4%	+11.0%	new	new	new	[…]	$870M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	+0.1%	+15.8%	+17.5%	+19.1%	+7.9%	−9.6%	$133M
4	BMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.71%	−0.4%	+11.0%	new	new	new	[…]	$870M

End-of-day Nov 6, 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

$14,598

MLPI

MLP & Energy Infrastructure High Income

[…]

MeasureAFSMMLPI

Fee0.75%0.68%

Cost on $10k a year$75$68

Yield0.53%14.71%

5 years, per year+7.9%[…]

3 years, per year+19.1%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y17.9%[…]

2–0measures won
MLPI first

0.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AFSM, MLPI, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

AFSMMLPISCHDVIG

AFSM—0.7%0.6%0.5%

MLPI0.7%—1.3%0.1%

SCHD0.6%1.3%—14.5%

VIG0.5%0.1%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,403most kept, MLPI

MLPI$1,471 − $68 = $1,403

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

AFSM$53 − $75 = −$22

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee