MLPI vs AFSM

AMLPI

BAFSM

Measures won2–0MLPI 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%MLPI and AFSM

MLPI

AFSM

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

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

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

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

14.21%12-mo yield$1,421 · $51 on $10k0.51%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins17.3%

2–0MLPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPI · AFSM

3.3%TNK0.8%

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	BAFSM	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	AMLPI	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	BAFSM	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	AMLPI	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

MLPI vs AFSM

MLPI

MLP & Energy Infrastructure High Income

[…]

AFSM

First Trust Active Factor Small Cap

$15,621

MeasureMLPIAFSM

Fee0.68%0.75%

Cost on $10k a year$68$75

Yield14.21%0.51%

5 years, per year[…]+9.3%

3 years, per year[…]+21.7%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]17.3%

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: MLPI, AFSM, SCHD

Today

1.4%most shared, MLPI and SCHD

MLPIAFSMSCHD

MLPI—0.8%1.4%

AFSM0.8%—0.6%

SCHD1.4%0.6%—

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