MLPI vs BSVO

AMLPI

BBSVO

Measures won1–1level · 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−8.3%BSVO · worst fall in 1Y

Held in common0.6%MLPI and BSVO

MLPI

BSVO

MLP & Energy Infrastructure High Income ETF · $872MEA Bridgeway Omni Small-Cap Value ETF · $2.4B

[…]3 years · per year[…] · $16,609+18.4%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $45 on $10k · lower wins0.45%

14.43%12-mo yield$1,443 · $123 on $10k1.23%

[…]Worst dropSmaller wins−8.3%

[…]VolatilityLower wins16.3%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMLPI · BSVO

3.2%TNK0.6%

Held in common0.6%

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%	$118.1B
3	AMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.43%	+1.9%	+13.2%	new	new	new	[…]	$872M
4	BBSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk	0.45%	1.23%	+2.3%	+23.2%	+30.6%	+18.4%	new	−8.3%	$2.4B

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%	$118.1B
3	AMLPI	MLP & Energy Infrastructure High Income ETFRead Desk	0.68%	14.43%	+1.9%	+13.2%	new	new	new	[…]	$872M
4	BBSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk	0.45%	1.23%	+2.3%	+23.2%	+30.6%	+18.4%	new	−8.3%	$2.4B

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

MLPI vs BSVO

MLPI

MLP & Energy Infrastructure High Income

[…]

BSVO

EA Bridgeway Omni Small-Cap Value

[…]

MeasureMLPIBSVO

Fee0.68%0.45%

Cost on $10k a year$68$45

Yield14.43%1.23%

5 years, per year[…][…]

3 years, per year[…]+18.4%

Worst drop · 1Y[…]−8.3%

Volatility · 1Y[…]16.3%

1–1measures won
level

0.6%

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$61.4B

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%

$122BAssets$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: MLPI, BSVO, IWF, VUG

Today

78.1%most shared, IWF and VUG

MLPIBSVOIWFVUG

MLPI—0.6%0.2%0.2%

BSVO0.6%—0.0%0.0%

IWF0.2%0.0%—78.1%

VUG0.2%0.0%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

BSVO$123 − $45 = $78

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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