AFSM vs MLPI

AAFSM

BMLPI

Measures won0–2MLPI wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · AFSM $14,653

Lowest cost0.03%VTV · $3 on $10k

Most income14.65%MLPI · $1,465 on $10k

Smallest drop−6.4%VTV · 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 · $897M

+19.6%3 years · per year$17,100 · […][…]

+7.9%5 years · per year$14,653 · […][…]

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

0.53%12-mo yield$53 · $1,465 on $10k14.65%

−9.6%Worst dropSmaller wins[…]

17.9%VolatilityLower wins[…]

0–2MLPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSM · MLPI

0.7%TNK3.2%

Held in common0.7%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$133M
3	BMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.65%	−3.0%	+11.4%	new	new	new	[…]	$897M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$133M
3	BMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.65%	−3.0%	+11.4%	new	new	new	[…]	$897M

End-of-day Nov 5, 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

$14,653

MLPI

MLP & Energy Infrastructure High Income

[…]

MeasureAFSMMLPI

Fee0.75%0.68%

Cost on $10k a year$75$68

Yield0.53%14.65%

5 years, per year+7.9%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y17.9%[…]

2–0measures won
MLPI first

0.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: AFSM, MLPI, VTV

Today

0.9%most shared, MLPI and VTV

AFSMMLPIVTV

AFSM—0.7%0.0%

MLPI0.7%—0.9%

VTV0.0%0.9%—

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

Income After Fees on $10,000

$1,397most kept, MLPI

MLPI$1,465 − $68 = $1,397

VTV$186 − $3 = $183

AFSM$53 − $75 = −$22

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee