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MLPI and AFSM share 0.8% of their holdings.
| Side by side | MLPI | AFSM |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.68% | 0.75% |
| Cost per year on $10k | $68 | $75 |
| Trailing 12-mo yield | 13.43% | 0.50% |
| Income per year on $10k | $1,343 | $50 |
| YTD | +20.2% | +23.0% |
| 1 year | — | +24.2% |
| 3 years · per year | — | +21.7% |
| 5 years · per year | — | +9.2% |
| Worst drop · 1Y | — | −9.6% |
| Volatility · 1Y | — | 17.3% |
| Holdings | 0 | 322 |
| Assets | $950M | $134M |
| Leverage | None | None |
| Since | 2025 | 2019 |
Highlighted = best in the row. Returns include dividends.