IYF vs MLPX
Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF).
IYF is from the Financial Services sector, while MLPX is from the Energy sector.
5-Year PerformanceMLPX has outperformed IYF, delivering a return of +20.9% compared to +11.4%
IYF vs MLPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYF
$3.50B
MLPX
$3.50B
Expense Ratio
Winner
IYF
0.38%
MLPX
0.45%
Max Drawdown
IYF
80.22%
Winner
MLPX
77.53%
Sharpe Ratio
IYF
0.66
Winner
MLPX
1.30
5Y Beta
IYF
0.82
Winner
MLPX
0.47
P/E Ratio
Winner
IYF
15.48
MLPX
21.45
Forward P/E
Winner
IYF
14.61
MLPX
16.91
5Y Dividends CAGR
Winner
IYF
12.55%
MLPX
6.50%
5Y EPS CAGR
IYF
10.57%
Winner
MLPX
19.28%
Debt to Equity
IYF
56.62%
MLPX
N/A
P/S Ratio
IYF
2.96
Winner
MLPX
1.50
P/B Ratio
Winner
IYF
2.04
MLPX
3.51
IYF vs MLPX - Holdings Comparison
IYF and MLPX have 1 common holdings. Overlap is 0.00%
IYF's top 25 holdings weight is 69.05%. MLPX's top 25 holdings weight is 98.37%.
| Rank | IYF | MLPX |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.35% | TC ENERGY CORP (n/a) - 9.25% |
| #2 | JPMORGAN CHASE & CO (JPM) - 10.45% | ENBRIDGE INC (n/a) - 9.20% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.49% | WILLIAMS COMPANIES INC (WMB) - 8.52% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.32% | KINDER MORGAN INC CLASS P (KMI) - 7.76% |
| #5 | WELLS FARGO & CO (WFC) - 3.61% | ONEOK INC (OKE) - 7.09% |
| #6 | MORGAN STANLEY (MS) - 3.57% | TARGA RESOURCES CORP (TRGP) - 6.74% |
| #7 | CITIGROUP INC (C) - 3.47% | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.65% |
| #8 | BLACKROCK INC (BLK) - 2.71% | PEMBINA PIPELINE CORP (n/a) - 4.60% |
| #9 | CHARLES SCHWAB CORP (SCHW) - 2.52% | CHENIERE ENERGY INC (LNG) - 4.59% |
| #10 | S&P GLOBAL INC (SPGI) - 2.07% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.42% |
| #11 | CHUBB LTD (CB) - 1.97% | ENERGY TRANSFER LP (ET) - 4.28% |
| #12 | PROGRESSIVE CORP (PGR) - 1.95% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.21% |
| #13 | CME GROUP INC CLASS A (CME) - 1.79% | WESTERN MIDSTREAM PARTNERS LP (WES) - 3.65% |
| #14 | BANK OF NEW YORK MELLON CORP (BNY) - 1.54% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.62% |
| #15 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.45% | SOUTH BOW CORP (SOBO) - 2.31% |
| #16 | BLACKSTONE INC (BX) - 1.42% | ANTERO MIDSTREAM CORP (AM) - 2.07% |
| #17 | U.S. BANCORP (USB) - 1.37% | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 1.95% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.36% | ARCHROCK INC (AROC) - 1.79% |
| #19 | MARSH (MRSH) - 1.32% | KODIAK GAS SERVICES INC (KGS) - 1.71% |
| #20 | MOODYS CORP (MCO) - 1.13% | HESS MIDSTREAM LP CLASS A (HESM) - 1.47% |
| #21 | AON PLC CLASS A (AON) - 1.12% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.41% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 1.09% | CHENIERE ENERGY PARTNERS LP (CQP) - 0.91% |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 1.06% | KINETIK HOLDINGS INC (KNTK) - 0.79% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.97% | USA COMPRESSION PARTNERS LP (USAC) - 0.75% |
| #25 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.95% | NGL ENERGY PARTNERS LP (NGL) - 0.63% |
| Total Holdings | 146 | 30 |
IYF vs MLPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYF
+3.86%
MLPX
-5.31%
3M
Winner
IYF
+9.59%
MLPX
-1.47%
6M
IYF
-1.46%
Winner
MLPX
+23.81%
1Y
IYF
+9.67%
Winner
MLPX
+23.72%
5Y(CAGR)
IYF
+11.39%
Winner
MLPX
+20.90%
10Y(CAGR)
Winner
IYF
+13.83%
MLPX
+12.29%
Max(CAGR)
IYF
+5.97%
Winner
MLPX
+9.28%
IYF vs MLPX - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYF | MLPX |
|---|---|---|
| 2026 | -0.35% | +22.27% |
| 2025 | +18.38% | +3.04% |
| 2024 | +30.95% | +42.39% |
| 2023 | +14.95% | +18.35% |
| 2022 | -12.21% | +19.17% |
| 2021 | +33.66% | +40.65% |
| 2020 | -1.55% | -20.33% |
| 2019 | +31.73% | +16.66% |
| 2018 | -9.17% | -17.62% |
| 2017 | +18.69% | -5.44% |
| 2016 | +19.25% | +34.69% |
| 2015 | -0.53% | -36.15% |
| 2014 | +14.81% | +17.80% |
| 2013 | +29.91% | +10.09% |
| 2012 | +23.10% | N/A |
| 2011 | -14.90% | N/A |
| 2010 | +10.48% | N/A |
| 2009 | +16.13% | N/A |
| 2008 | -49.28% | N/A |
| 2007 | -18.33% | N/A |
| 2006 | +16.82% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +27.24% | N/A |
| 2002 | -12.90% | N/A |
| 2001 | -3.55% | N/A |
| 2000 | -2.24% | N/A |
IYF vs MLPX Drawdown Comparison
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The maximum drawdown for MLPX was -70.63%, occurring on Mar 18, 2020. Recovery took 1885 trading sessions.
The current IYF drawdown is -2.86%. The current MLPX drawdown is -5.67%.
| Rank | IYF | MLPX |
|---|---|---|
| #1 | -79.08% Jun 4, 2007 - Dec 7, 2016 | -70.63% Sep 5, 2014 - Mar 2, 2022 |
| #2 | -42.57% Feb 14, 2020 - Feb 12, 2021 | -19.72% Jun 7, 2022 - Aug 9, 2023 |
| #3 | -33.32% May 26, 2000 - Nov 3, 2003 | -16.77% Jan 21, 2025 - Jan 27, 2026 |
| #4 | -25.05% Jan 12, 2022 - Jan 30, 2024 | -9.48% Nov 29, 2024 - Jan 14, 2025 |
| #5 | -19.88% Sep 20, 2018 - Apr 26, 2019 | -8.59% Apr 20, 2022 - Jun 1, 2022 |
| #6 | -16.60% Feb 18, 2025 - Jun 24, 2025 | -7.40% May 19, 2026 - Jun 17, 2026 |
| #7 | -13.88% Jan 6, 2026 - Mar 27, 2026 | -6.90% Mar 26, 2026 - Apr 30, 2026 |
| #8 | -11.23% Mar 5, 2004 - Nov 11, 2004 | -6.39% Jul 22, 2024 - Aug 19, 2024 |
| #9 | -9.40% Jan 26, 2018 - Sep 20, 2018 | -6.17% Jul 24, 2014 - Aug 15, 2014 |
| #10 | -9.18% Dec 30, 2004 - Jul 12, 2005 | -5.94% Sep 14, 2023 - Oct 13, 2023 |
| #11 | -8.50% Nov 29, 2024 - Jan 30, 2025 | -5.51% Mar 4, 2022 - Mar 23, 2022 |
| #12 | -8.35% Feb 20, 2007 - Jun 1, 2007 | -5.08% Apr 3, 2024 - Apr 29, 2024 |
| #13 | -7.76% Jul 30, 2024 - Aug 23, 2024 | -4.88% Dec 1, 2023 - Feb 16, 2024 |
| #14 | -7.64% May 5, 2006 - Sep 13, 2006 | -4.47% Apr 30, 2026 - May 14, 2026 |
| #15 | -7.35% Nov 3, 2021 - Jan 7, 2022 | -4.11% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between IYF and MLPX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2000 - 2026)
IYF vs MLPX dividend yield comparison.
| Year | IYF | MLPX |
|---|---|---|
| 2026 | 0.75% | 2.04% |
| 2025 | 1.32% | 4.88% |
| 2024 | 1.29% | 4.30% |
| 2023 | 1.67% | 5.22% |
| 2022 | 1.86% | 5.23% |
| 2021 | 1.27% | 5.98% |
| 2020 | 1.72% | 8.32% |
| 2019 | 1.65% | 5.78% |
| 2018 | 1.90% | 5.77% |
| 2017 | 1.46% | 4.36% |
| 2016 | 1.67% | 5.51% |
| 2015 | 1.66% | 4.81% |
| 2014 | 1.38% | 2.15% |
| 2013 | 1.33% | 0.68% |
| 2012 | 1.67% | 0.00% |
| 2011 | 1.68% | 0.00% |
| 2010 | 1.04% | 0.00% |
| 2009 | 1.71% | 0.00% |
| 2008 | 4.64% | 0.00% |
| 2007 | 2.75% | 0.00% |
| 2006 | 1.86% | 0.00% |
| 2005 | 2.03% | 0.00% |
| 2004 | 1.75% | 0.00% |
| 2003 | 1.66% | 0.00% |
| 2002 | 1.75% | 0.00% |
| 2001 | 1.29% | 0.00% |
| 2000 | 2.11% | 0.00% |
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