AFSM vs MLPI

AAFSM

BMLPI

Measures won0–2MLPI wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income14.43%MLPI · $1,443 on $10k

Smallest drop−9.6%AFSM · worst fall in 1Y

Held in common0.7%AFSM and MLPI

AFSM

MLPI

First Trust Active Factor Small Cap ETF · $129MMLP & Energy Infrastructure High Income ETF · $872M

+19.5%3 years · per year$17,061 · […][…]

+8.0%5 years · per year$14,677 · […][…]

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

0.52%12-mo yield$52 · $1,443 on $10k14.43%

−9.6%Worst dropSmaller wins[…]

18.1%VolatilityLower wins[…]

0–2MLPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFSM · MLPI

0.7%TNK3.2%

Held in common0.7%

End-of-day Nov 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.52%	+3.2%	+19.3%	+22.9%	+19.5%	+8.0%	−9.6%	$129M
4	BMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.43%	+1.9%	+13.2%	new	new	new	[…]	$872M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.52%	+3.2%	+19.3%	+22.9%	+19.5%	+8.0%	−9.6%	$129M
4	BMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.43%	+1.9%	+13.2%	new	new	new	[…]	$872M

End-of-day Nov 9, 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

$14,677

MLPI

MLP & Energy Infrastructure High Income

[…]

MeasureAFSMMLPI

Fee0.75%0.68%

Cost on $10k a year$75$68

Yield0.52%14.43%

5 years, per year+8.0%[…]

3 years, per year+19.5%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y18.1%[…]

2–0measures won
MLPI first

0.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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$59.7B

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%

$120BAssets$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

Overlap: AFSM, MLPI, VUG, IWF

Today

78.1%most shared, VUG and IWF

AFSMMLPIVUGIWF

AFSM—0.7%0.4%0.7%

MLPI0.7%—0.2%0.2%

VUG0.4%0.2%—78.1%

IWF0.7%0.2%78.1%—

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

Income After Fees on $10,000

$1,375most kept, MLPI

MLPI$1,443 − $68 = $1,375

VUG$41 − $3 = $38

IWF$38 − $18 = $20

AFSM$52 − $75 = −$23

KeptFee

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