FT vs MLPB

Comparison between Franklin Universal Trust (FT, ETF) and UBS AG London Branch (MLPB, ETF).

5-Year PerformanceMLPB has outperformed FT, delivering a return of +19.5% compared to +7.0%

FT vs MLPB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FT(ETF)	MLPB(ETF)
Net Assets	$226M	$225M
Expense Ratio	N/A	0.85%
Max Drawdown	65.18%	77.56%
Sharpe Ratio	0.91	1.36
5Y Beta	0.30	0.50
5Y Dividends CAGR	5.84%	8.09%

Net Assets

Winner

$226M

MLPB

$225M

Expense Ratio

N/A

MLPB

0.85%

Max Drawdown

Winner

65.18%

MLPB

77.56%

Sharpe Ratio

0.91

Winner

MLPB

1.36

5Y Beta

Winner

0.30

MLPB

0.50

5Y Dividends CAGR

5.84%

Winner

MLPB

8.09%

FT vs MLPB - Historical Returns

Returns include dividend reinvestment.

Period	FT	MLPB
1 month	-2.90%	-0.23%
3 months	-2.23%	+2.67%
6 months	+2.31%	+17.63%
1 year	+13.48%	+22.48%
5 years(CAGR)	+7.00%	+19.48%
10 years(CAGR)	+8.43%	+10.19%
Max(CAGR)	+7.25%	+7.05%

-2.90%

Winner

MLPB

-0.23%

-2.23%

Winner

MLPB

+2.67%

+2.31%

Winner

MLPB

+17.63%

+13.48%

Winner

MLPB

+22.48%

5Y(CAGR)

+7.00%

Winner

MLPB

+19.48%

10Y(CAGR)

+8.43%

Winner

MLPB

+10.19%

Max(CAGR)

Winner

+7.25%

MLPB

+7.05%

FT vs MLPB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FT	MLPB
2026	+1.51%	+19.27%
2025	+16.44%	+5.86%
2024	+17.47%	+25.03%
2023	+4.51%	+23.50%
2022	-13.44%	+26.61%
2021	+21.55%	+39.56%
2020	+1.47%	-31.72%
2019	+30.84%	+4.14%
2018	-5.40%	-8.88%
2017	+13.25%	-9.78%
2016	+24.94%	+30.94%
2015	-12.94%	-26.61%
2014	+10.27%	N/A
2013	+3.10%	N/A
2012	+12.59%	N/A
2011	+13.70%	N/A
2010	+17.58%	N/A
2009	+59.78%	N/A
2008	-40.85%	N/A
2007	+7.05%	N/A
2006	+21.52%	N/A
2005	+10.02%	N/A
2004	+10.93%	N/A
2003	+21.38%	N/A
2002	-29.73%	N/A
2001	+16.33%	N/A
2000	+12.12%	N/A
1999	-14.17%	N/A

FT vs MLPB Drawdown Comparison

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The maximum drawdown for MLPB was -71.98%, occurring on Mar 18, 2020. Recovery took 1433 trading sessions.

The current FT drawdown is -3.80%. The current MLPB drawdown is -4.28%.

Rank	FT	MLPB
#1	-54.80% May 16, 2007 - Mar 9, 2010	-71.98% Feb 9, 2017 - Oct 31, 2022
#2	-40.90% Feb 21, 2020 - May 3, 2021	-41.60% Oct 9, 2015 - Feb 9, 2017
#3	-40.83% Apr 15, 2002 - May 16, 2006	-16.49% Apr 2, 2025 - Jan 16, 2026
#4	-23.17% Dec 28, 2021 - Jul 31, 2024	-10.16% Feb 14, 2023 - Jun 7, 2023
#5	-22.90% Nov 5, 1999 - Jan 3, 2001	-9.62% Nov 29, 2024 - Jan 16, 2025
#6	-22.53% Mar 24, 2015 - May 26, 2016	-8.16% Jul 22, 2024 - Nov 6, 2024
#7	-18.10% Mar 9, 2001 - Nov 28, 2001	-7.34% Nov 30, 2022 - Jan 12, 2023
#8	-13.30% May 20, 2013 - Apr 16, 2014	-6.69% May 19, 2026 - May 29, 2026
#9	-12.55% Jul 7, 2011 - Oct 21, 2011	-6.61% Dec 1, 2023 - Jan 26, 2024
#10	-12.20% Sep 26, 2012 - Jan 29, 2013	-6.39% Apr 3, 2024 - Jun 24, 2024
#11	-10.78% Dec 6, 2017 - Feb 25, 2019	-5.64% Mar 26, 2026 - Apr 30, 2026
#12	-9.94% Apr 29, 2010 - Jul 20, 2010	-5.48% Feb 18, 2025 - Mar 19, 2025
#13	-9.44% Jul 22, 2016 - Jan 17, 2017	-4.58% Sep 20, 2023 - Oct 16, 2023
#14	-8.76% Mar 3, 2025 - Jun 12, 2025	-3.39% Nov 3, 2023 - Nov 21, 2023
#15	-7.68% Nov 3, 2014 - Jan 16, 2015	-3.29% Feb 5, 2025 - Feb 18, 2025

Correlation

Correlation between FT and MLPB is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

FT vs MLPB dividend yield comparison.

Year	FT	MLPB
2026	2.68%	2.96%
2025	6.37%	6.51%
2024	6.98%	5.95%
2023	7.67%	6.37%
2022	8.49%	6.00%
2021	6.00%	6.98%
2020	5.13%	11.93%
2019	4.95%	7.98%
2018	6.05%	8.11%
2017	5.36%	7.23%
2016	6.53%	6.85%
2015	8.28%	0.00%
2014	7.24%	0.00%
2013	6.64%	0.00%
2012	5.92%	0.00%
2011	6.82%	0.00%
2010	7.20%	0.00%
2009	7.86%	0.00%
2008	12.16%	0.00%
2007	6.60%	0.00%
2006	6.58%	0.00%
2005	6.82%	0.00%
2004	5.96%	0.00%
2003	6.79%	0.00%
2002	14.57%	0.00%
2001	9.85%	0.00%
2000	4.50%	0.00%