MLPI vs AFSM

AMLPI

BAFSM

Measures won2–0MLPI wins · of 6 · 5Y

$10,000 · 5Y$14,523AFSM · IJH $13,928

Lowest cost0.05%IJH · $5 on $10k

Most income14.02%MLPI · $1,402 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.7%MLPI and AFSM

MLP & Energy Infrastructure High Income ETF · $906MFirst Trust Active Factor Small Cap ETF · $135M

[…]3 years · per year[…] · $17,043+19.4%

[…]5 years · per year[…] · $14,523+7.7%

0.68%Expense ratio$68 · $75 on $10k · lower wins0.75%

14.02%12-mo yield$1,402 · $51 on $10k0.51%

Cards for this view

MLPI

MLP & Energy Infrastructure High Income

[…]

AFSM

First Trust Active Factor Small Cap

$14,523

MeasureMLPIAFSM

Fee0.68%0.75%

Cost on $10k a year$68$75

Yield14.02%0.51%

5 years, per year[…]+7.7%

3 years, per year[…]+19.4%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]18.1%

#
1	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+1.3%	+20.8%	+22.8%	+19.4%	+7.7%	−9.6%	$135M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$125.5B
3	AMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.02%	+1.4%	+16.4%	new	new	new	[…]	$906M

#
1	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+1.3%	+20.8%	+22.8%	+19.4%	+7.7%	−9.6%	$135M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$125.5B
3	AMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.02%	+1.4%	+16.4%	new	new	new	[…]	$906M

Loading…