MLPI vs AFSM

AMLPI

BAFSM

Measures won2–0MLPI wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · AFSM $14,598

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.7%MLPI and AFSM

MLPI

AFSM

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

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

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

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

14.71%12-mo yield$1,471 · $53 on $10k0.53%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins17.9%

2–0MLPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPI · AFSM

3.1%TNK0.7%

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 Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	+0.1%	+15.8%	+17.5%	+19.1%	+7.9%	−9.6%	$129M
3	AMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.71%	−0.4%	+11.0%	new	new	new	[…]	$872M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	+0.1%	+15.8%	+17.5%	+19.1%	+7.9%	−9.6%	$129M
3	AMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.71%	−0.4%	+11.0%	new	new	new	[…]	$872M

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

MLPI vs AFSM

MLPI

MLP & Energy Infrastructure High Income

[…]

AFSM

First Trust Active Factor Small Cap

$14,598

MeasureMLPIAFSM

Fee0.68%0.75%

Cost on $10k a year$68$75

Yield14.71%0.53%

5 years, per year[…]+7.9%

3 years, per year[…]+19.1%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]17.9%

2–0measures won
MLPI first

0.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MLPI, AFSM, VIG

Today

0.7%most shared, MLPI and AFSM

MLPIAFSMVIG

MLPI—0.7%0.1%

AFSM0.7%—0.5%

VIG0.1%0.5%—

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

VIG$150 − $4 = $146

AFSM$53 − $75 = −$22

KeptFee

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