MLPB vs FT

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

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

MLPB vs FT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

MLPB

$225M

Winner

$226M

Expense Ratio

MLPB

0.85%

N/A

Max Drawdown

MLPB

77.56%

Winner

65.18%

Sharpe Ratio

Winner

MLPB

1.36

0.91

5Y Beta

MLPB

0.50

Winner

0.30

5Y Dividends CAGR

Winner

MLPB

8.09%

5.84%

MLPB vs FT - Historical Returns

Returns include dividend reinvestment.

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

Winner

MLPB

-0.23%

-2.90%

Winner

MLPB

+2.67%

-2.23%

Winner

MLPB

+17.63%

+2.31%

Winner

MLPB

+22.48%

+13.48%

5Y(CAGR)

Winner

MLPB

+19.48%

+7.00%

10Y(CAGR)

Winner

MLPB

+10.19%

+8.43%

Max(CAGR)

MLPB

+7.05%

Winner

+7.25%

MLPB vs FT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

MLPB vs FT Drawdown Comparison

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

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

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

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

Correlation

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

0.78

-101

Dividend Comparison (2000 - 2026)

MLPB vs FT dividend yield comparison.

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