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IYG vs MLPA

Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and GLOBAL X MLP ETF (MLPA, ETF).

IYG is from the Financial Services sector, while MLPA is from the Energy sector.

5-Year PerformanceMLPA has outperformed IYG, delivering a return of +18.2% compared to +10.6%

IYG vs MLPA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYG
$2B
Winner
MLPA
$2.10B
Expense Ratio
Winner
IYG
0.38%
MLPA
0.77%
Max Drawdown
Winner
IYG
82.89%
MLPA
86.16%
Sharpe Ratio
IYG
0.36
Winner
MLPA
1.34
5Y Beta
IYG
0.90
Winner
MLPA
0.38
P/E Ratio
IYG
18.61
Winner
MLPA
15.23
Forward P/E
IYG
16.67
Winner
MLPA
13.69
PEG Ratio
Winner
IYG
0.79
MLPA
1.27
5Y Dividends CAGR
Winner
IYG
5.68%
MLPA
2.97%
5Y EPS CAGR
IYG
10.48%
Winner
MLPA
11.27%
Debt to Equity
IYG
78.40%
MLPA
N/A
P/S Ratio
IYG
4.28
Winner
MLPA
0.76
P/B Ratio
Winner
IYG
2.41
MLPA
3.15

IYG vs MLPA - Holdings Comparison

IYG and MLPA have 0 common holdings. Overlap is 0.00%

IYG's top 25 holdings weight is 83.97%. MLPA's top 25 holdings weight is 100.04%.

RankIYGMLPA
#1
JPMORGAN CHASE & CO (JPM) - 12.83%
ENERGY TRANSFER LP (ET) - 13.64%
#2
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57%
ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 11.92%
#3
VISA INC CLASS A (V) - 8.25%
MPLX LP PARTNERSHIP UNITS (MPLX) - 11.28%
#4
MASTERCARD INC CLASS A (MA) - 6.06%
PLAINS ALL AMERICAN PIPELINE LP (PAA) - 11.07%
#5
BANK OF AMERICA CORP (BAC) - 5.53%
WESTERN MIDSTREAM PARTNERS LP (WES) - 10.21%
#6
THE GOLDMAN SACHS GROUP INC (GS) - 4.70%
SUNOCO LP (SUN) - 8.96%
#7
MORGAN STANLEY (MS) - 3.81%
HESS MIDSTREAM LP CLASS A (HESM) - 8.71%
#8
WELLS FARGO & CO (WFC) - 3.64%
CHENIERE ENERGY PARTNERS LP (CQP) - 6.29%
#9
CITIGROUP INC (C) - 3.17%
USA COMPRESSION PARTNERS LP (USAC) - 5.20%
#10
AMERICAN EXPRESS CO (AXP) - 2.64%
GENESIS ENERGY LP (GEL) - 3.85%
#11
CHARLES SCHWAB CORP (SCHW) - 2.31%
GLOBAL PARTNERS LP (GLP) - 3.51%
#12
BLACKROCK INC (BLK) - 2.07%
SUBURBAN PROPANE PARTNERS LP (SPH) - 2.86%
#13
S&P GLOBAL INC (SPGI) - 1.86%
DELEK LOGISTICS PARTNERS LP (DKL) - 2.54%
#14
CAPITAL ONE FINANCIAL CORP (COF) - 1.78%
CROSSAMERICA PARTNERS LP (CAPL) - 0.00%
#15
BANK OF NEW YORK MELLON CORP (BNY) - 1.48%
MARTIN MIDSTREAM PARTNERS LP (MMLP) - 0.00%
#16
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41%
NGL ENERGY PARTNERS LP (NGL) - 0.00%
#17
U.S. BANCORP (USB) - 1.35%
ONEOK INC (OKE) - 0.00%
#18
BLACKSTONE INC (BX) - 1.29%
STAR GROUP LP (SGU) - 0.00%
#19
ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25%
SUMMIT MIDSTREAM CORP (SMC) - 0.00%
#20
CME GROUP INC CLASS A (CME) - 1.23%
USD PARTNERS LP (USDP) - 0.00%
#21
INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09%
N/A
#22
MOODYS CORP (MCO) - 1.04%
N/A
#23
KKR & CO INC ORDINARY SHARES (KKR) - 0.94%
N/A
#24
TRUIST FINANCIAL CORP (TFC) - 0.90%
N/A
#25
APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77%
N/A
Total Holdings10220

IYG vs MLPA - Historical Returns

Returns include dividend reinvestment.

1M
IYG
+4.09%
Winner
MLPA
+8.61%
3M
Winner
IYG
+9.22%
MLPA
+7.58%
6M
IYG
+5.87%
Winner
MLPA
+15.66%
1Y
IYG
+8.58%
Winner
MLPA
+20.50%
5Y(CAGR)
IYG
+10.56%
Winner
MLPA
+18.18%
10Y(CAGR)
Winner
IYG
+14.66%
MLPA
+6.38%
Max(CAGR)
Winner
IYG
+6.65%
MLPA
+4.57%

IYG vs MLPA - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYGMLPA
2026+2.30%+20.04%
2025+20.13%+4.45%
2024+31.89%+19.28%
2023+15.79%+17.53%
2022-18.13%+23.15%
2021+31.77%+41.00%
2020-0.12%-34.46%
2019+35.87%+10.44%
2018-12.80%-17.42%
2017+23.00%-9.05%
2016+22.73%+18.73%
2015-0.58%-30.73%
2014+11.36%+5.13%
2013+38.64%+14.50%
2012+28.84%+0.68%
2011-22.19%N/A
2010+5.43%N/A
2009+14.50%N/A
2008-51.24%N/A
2007-22.14%N/A
2006+17.48%N/A
2005+4.15%N/A
2004+12.79%N/A
2003+29.90%N/A
2002-11.95%N/A
2001-2.76%N/A
2000+22.75%N/A

IYG vs MLPA Drawdown Comparison

The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.

The maximum drawdown for MLPA was -78.70%, occurring on Mar 18, 2020. Recovery took 2394 trading sessions.

The current IYG drawdown is -1.32%. The current MLPA drawdown is -0.07%.

RankIYGMLPA
#1-81.83%
Feb 20, 2007 - Sep 19, 2017		-78.70%
Aug 29, 2014 - Mar 6, 2024
#2-44.32%
Feb 19, 2020 - Jan 6, 2021		-14.20%
Apr 2, 2025 - Jan 27, 2026
#3-34.95%
Jan 30, 2001 - Oct 13, 2003		-10.39%
May 2, 2012 - Aug 3, 2012
#4-29.60%
Jan 12, 2022 - Mar 20, 2024		-8.71%
Nov 29, 2024 - Jan 16, 2025
#5-24.55%
Jan 26, 2018 - Jul 23, 2019		-8.04%
Oct 17, 2012 - Jan 10, 2013
#6-18.53%
Feb 18, 2025 - Jun 26, 2025		-7.73%
May 19, 2026 - Jul 23, 2026
#7-15.90%
Jan 6, 2026 - Jul 15, 2026		-6.40%
Jul 22, 2024 - Nov 6, 2024
#8-14.55%
Sep 12, 2000 - Dec 28, 2000		-5.55%
Feb 20, 2025 - Mar 19, 2025
#9-11.56%
Mar 5, 2004 - Nov 4, 2004		-5.49%
Apr 3, 2024 - Jun 24, 2024
#10-9.60%
Jul 26, 2019 - Oct 25, 2019		-5.31%
Jul 15, 2013 - Feb 7, 2014
#11-9.25%
Dec 31, 2004 - Nov 10, 2005		-5.21%
Mar 26, 2026 - Apr 30, 2026
#12-8.91%
Oct 25, 2021 - Jan 12, 2022		-4.64%
May 21, 2013 - Jul 11, 2013
#13-8.50%
Jan 12, 2021 - Feb 12, 2021		-3.62%
Feb 5, 2025 - Feb 20, 2025
#14-8.25%
May 5, 2006 - Sep 15, 2006		-3.22%
Jul 1, 2014 - Aug 15, 2014
#15-8.01%
Jul 17, 2024 - Aug 23, 2024		-2.30%
Jan 21, 2025 - Jan 30, 2025

Correlation

Correlation between IYG and MLPA is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2000 - 2026)

IYG vs MLPA dividend yield comparison.

YearIYGMLPA
20260.52%3.58%
20251.00%7.82%
20241.16%7.25%
20231.77%7.49%
20222.07%7.30%
20211.25%8.72%
20201.71%13.84%
20191.59%9.09%
20181.81%10.00%
20171.24%8.05%
20161.28%7.15%
20151.33%9.29%
20141.14%5.80%
20131.04%5.62%
20121.40%4.50%
20111.19%0.00%
20100.46%0.00%
20091.14%0.00%
20085.34%0.00%
20072.72%0.00%
20061.88%0.00%
20052.05%0.00%
20041.92%0.00%
20031.67%0.00%
20021.87%0.00%
20011.24%0.00%
20001.07%0.00%

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