IWX vs MLPX
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF).
5-Year PerformanceMLPX has outperformed IWX, delivering a return of +20.9% compared to +11.8%
IWX vs MLPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWX
$3.50B
MLPX
$3.50B
Expense Ratio
Winner
IWX
0.20%
MLPX
0.45%
Max Drawdown
Winner
IWX
35.76%
MLPX
77.53%
Sharpe Ratio
Winner
IWX
2.18
MLPX
1.30
5Y Beta
IWX
0.68
Winner
MLPX
0.47
P/E Ratio
IWX
23.30
Winner
MLPX
21.45
Forward P/E
IWX
18.09
Winner
MLPX
16.91
PEG Ratio
IWX
0.52
MLPX
N/A
5Y Dividends CAGR
IWX
5.22%
Winner
MLPX
6.50%
5Y EPS CAGR
IWX
14.75%
Winner
MLPX
19.28%
Debt to Equity
IWX
-3.01%
MLPX
N/A
P/S Ratio
IWX
2.91
Winner
MLPX
1.50
P/B Ratio
IWX
3.62
Winner
MLPX
3.51
IWX vs MLPX - Holdings Comparison
IWX and MLPX have 2 common holdings. Overlap is 0.08%
IWX's top 25 holdings weight is 51.29%. MLPX's top 25 holdings weight is 98.37%.
| Rank | IWX | MLPX |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 5.01% | TC ENERGY CORP (n/a) - 9.25% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.89% | ENBRIDGE INC (n/a) - 9.20% |
| #3 | JPMORGAN CHASE & CO (JPM) - 3.89% | WILLIAMS COMPANIES INC (WMB) - 8.52% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.23% | KINDER MORGAN INC CLASS P (KMI) - 7.76% |
| #5 | AMAZON.COM INC (AMZN) - 2.69% | ONEOK INC (OKE) - 7.09% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.62% | TARGA RESOURCES CORP (TRGP) - 6.74% |
| #7 | EXXON MOBIL CORP (XOM) - 2.55% | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.65% |
| #8 | JOHNSON & JOHNSON (JNJ) - 2.42% | PEMBINA PIPELINE CORP (n/a) - 4.60% |
| #9 | INTEL CORP (INTC) - 2.30% | CHENIERE ENERGY INC (LNG) - 4.59% |
| #10 | CISCO SYSTEMS INC (CSCO) - 2.01% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.42% |
| #11 | WALMART INC (WMT) - 1.99% | ENERGY TRANSFER LP (ET) - 4.28% |
| #12 | CATERPILLAR INC (CAT) - 1.67% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.21% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 1.56% | WESTERN MIDSTREAM PARTNERS LP (WES) - 3.65% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.52% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.62% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.47% | SOUTH BOW CORP (SOBO) - 2.31% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 1.47% | ANTERO MIDSTREAM CORP (AM) - 2.07% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.45% | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 1.95% |
| #18 | CHEVRON CORP (CVX) - 1.43% | ARCHROCK INC (AROC) - 1.79% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.31% | KODIAK GAS SERVICES INC (KGS) - 1.71% |
| #20 | MERCK & CO INC (MRK) - 1.23% | HESS MIDSTREAM LP CLASS A (HESM) - 1.47% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.20% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.41% |
| #22 | WELLS FARGO & CO (WFC) - 1.12% | CHENIERE ENERGY PARTNERS LP (CQP) - 0.91% |
| #23 | RTX CORP (RTX) - 1.11% | KINETIK HOLDINGS INC (KNTK) - 0.79% |
| #24 | MORGAN STANLEY (MS) - 1.10% | USA COMPRESSION PARTNERS LP (USAC) - 0.75% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% | NGL ENERGY PARTNERS LP (NGL) - 0.63% |
| Total Holdings | 158 | 30 |
IWX vs MLPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWX
+1.97%
MLPX
-5.31%
3M
Winner
IWX
+13.46%
MLPX
-1.47%
6M
IWX
+13.96%
Winner
MLPX
+23.81%
1Y
Winner
IWX
+27.58%
MLPX
+23.72%
5Y(CAGR)
IWX
+11.79%
Winner
MLPX
+20.90%
10Y(CAGR)
IWX
+12.05%
Winner
MLPX
+12.29%
Max(CAGR)
Winner
IWX
+11.44%
MLPX
+9.28%
IWX vs MLPX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWX | MLPX |
|---|---|---|
| 2026 | +14.03% | +22.27% |
| 2025 | +18.35% | +3.04% |
| 2024 | +14.15% | +42.39% |
| 2023 | +10.40% | +18.35% |
| 2022 | -5.80% | +19.17% |
| 2021 | +24.62% | +40.65% |
| 2020 | +0.74% | -20.33% |
| 2019 | +25.79% | +16.66% |
| 2018 | -6.69% | -17.62% |
| 2017 | +13.11% | -5.44% |
| 2016 | +17.63% | +34.69% |
| 2015 | -3.41% | -36.15% |
| 2014 | +14.05% | +17.80% |
| 2013 | +28.53% | +10.09% |
| 2012 | +14.33% | N/A |
| 2011 | +0.04% | N/A |
| 2010 | +10.63% | N/A |
| 2009 | +3.66% | N/A |
IWX vs MLPX Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for MLPX was -70.63%, occurring on Mar 18, 2020. Recovery took 1885 trading sessions.
The current IWX drawdown is -1.33%. The current MLPX drawdown is -5.67%.
| Rank | IWX | MLPX |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -70.63% Sep 5, 2014 - Mar 2, 2022 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -19.72% Jun 7, 2022 - Aug 9, 2023 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -16.77% Jan 21, 2025 - Jan 27, 2026 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -9.48% Nov 29, 2024 - Jan 14, 2025 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -8.59% Apr 20, 2022 - Jun 1, 2022 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -7.40% May 19, 2026 - Jun 17, 2026 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -6.90% Mar 26, 2026 - Apr 30, 2026 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -6.39% Jul 22, 2024 - Aug 19, 2024 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -6.17% Jul 24, 2014 - Aug 15, 2014 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -5.94% Sep 14, 2023 - Oct 13, 2023 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -5.51% Mar 4, 2022 - Mar 23, 2022 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -5.08% Apr 3, 2024 - Apr 29, 2024 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -4.88% Dec 1, 2023 - Feb 16, 2024 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -4.47% Apr 30, 2026 - May 14, 2026 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -4.11% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between IWX and MLPX is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2009 - 2026)
IWX vs MLPX dividend yield comparison.
| Year | IWX | MLPX |
|---|---|---|
| 2026 | 0.71% | 2.04% |
| 2025 | 1.59% | 4.88% |
| 2024 | 1.97% | 4.30% |
| 2023 | 2.13% | 5.22% |
| 2022 | 2.07% | 5.23% |
| 2021 | 1.79% | 5.98% |
| 2020 | 2.12% | 8.32% |
| 2019 | 2.60% | 5.78% |
| 2018 | 2.66% | 5.77% |
| 2017 | 2.12% | 4.36% |
| 2016 | 2.22% | 5.51% |
| 2015 | 2.77% | 4.81% |
| 2014 | 2.19% | 2.15% |
| 2013 | 1.89% | 0.68% |
| 2012 | 2.71% | 0.00% |
| 2011 | 2.58% | 0.00% |
| 2010 | 1.83% | 0.00% |
| 2009 | 0.56% | 0.00% |
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