MLPX vs AOR

Comparison between GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).

5-Year PerformanceMLPX has outperformed AOR, delivering a return of +20.5% compared to +6.8%

MLPX vs AOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MLPX(ETF)	AOR(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.45%	0.15%
Max Drawdown	77.53%	24.96%
Sharpe Ratio	1.32	1.45
5Y Beta	0.48	0.55
P/E Ratio	22.13	N/A
Forward P/E	17.17	N/A
5Y Dividends CAGR	6.50%	14.76%
5Y EPS CAGR	19.28%	N/A
P/S Ratio	1.55	N/A
P/B Ratio	3.56	N/A

Net Assets

MLPX

$3.50B

Winner

AOR

$3.60B

Expense Ratio

MLPX

0.45%

Winner

AOR

0.15%

Max Drawdown

MLPX

77.53%

Winner

AOR

24.96%

Sharpe Ratio

MLPX

1.32

Winner

AOR

1.45

5Y Beta

Winner

MLPX

0.48

AOR

0.55

P/E Ratio

MLPX

22.13

AOR

N/A

Forward P/E

MLPX

17.17

AOR

N/A

5Y Dividends CAGR

MLPX

6.50%

Winner

AOR

14.76%

5Y EPS CAGR

MLPX

19.28%

AOR

N/A

P/S Ratio

MLPX

1.55

AOR

N/A

P/B Ratio

MLPX

3.56

AOR

N/A

MLPX vs AOR - Historical Returns

Returns include dividend reinvestment.

Period	MLPX	AOR
1 month	+0.03%	+0.89%
3 months	+4.46%	+7.08%
6 months	+25.73%	+7.42%
1 year	+24.94%	+17.08%
5 years(CAGR)	+20.45%	+6.78%
10 years(CAGR)	+12.65%	+8.47%
Max(CAGR)	+9.42%	+8.74%

MLPX

+0.03%

Winner

AOR

+0.89%

MLPX

+4.46%

Winner

AOR

+7.08%

Winner

MLPX

+25.73%

AOR

+7.42%

Winner

MLPX

+24.94%

AOR

+17.08%

5Y(CAGR)

Winner

MLPX

+20.45%

AOR

+6.78%

10Y(CAGR)

Winner

MLPX

+12.65%

AOR

+8.47%

Max(CAGR)

Winner

MLPX

+9.42%

AOR

+8.74%

MLPX vs AOR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	MLPX	AOR
2026	+23.88%	+6.37%
2025	+3.04%	+16.68%
2024	+42.39%	+11.47%
2023	+18.35%	+14.90%
2022	+19.17%	-15.79%
2021	+40.65%	+11.46%
2020	-20.33%	+10.74%
2019	+16.66%	+18.94%
2018	-17.62%	-6.24%
2017	-5.44%	+15.49%
2016	+34.69%	+7.82%
2015	-36.15%	-1.02%
2014	+17.80%	+7.24%
2013	+10.09%	+14.07%
2012	N/A	+10.41%
2011	N/A	+0.52%
2010	N/A	+9.79%
2009	N/A	+17.43%
2008	N/A	+4.43%

MLPX vs AOR Drawdown Comparison

The maximum drawdown for MLPX was -70.63%, occurring on Mar 18, 2020. Recovery took 1885 trading sessions.

The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.

The current MLPX drawdown is -4.43%. The current AOR drawdown is -1.05%.

Rank	MLPX	AOR
#1	-70.63% Sep 5, 2014 - Mar 2, 2022	-24.44% Nov 28, 2008 - Aug 13, 2009
#2	-19.72% Jun 7, 2022 - Aug 9, 2023	-22.95% Feb 12, 2020 - Aug 5, 2020
#3	-16.77% Jan 21, 2025 - Jan 27, 2026	-21.73% Nov 8, 2021 - Mar 1, 2024
#4	-9.48% Nov 29, 2024 - Jan 14, 2025	-13.45% Nov 13, 2008 - Nov 28, 2008
#5	-8.59% Apr 20, 2022 - Jun 1, 2022	-12.62% Apr 29, 2011 - Feb 3, 2012
#6	-7.33% May 19, 2026 - May 29, 2026	-12.28% Jan 26, 2018 - Apr 30, 2019
#7	-6.90% Mar 26, 2026 - Apr 30, 2026	-11.29% May 21, 2015 - Jul 27, 2016
#8	-6.39% Jul 22, 2024 - Aug 19, 2024	-9.77% Feb 18, 2025 - May 15, 2025
#9	-6.17% Jul 24, 2014 - Aug 15, 2014	-8.82% Apr 23, 2010 - Oct 5, 2010
#10	-5.94% Sep 14, 2023 - Oct 13, 2023	-6.64% Feb 25, 2026 - Apr 17, 2026
#11	-5.51% Mar 4, 2022 - Mar 23, 2022	-6.24% Apr 2, 2012 - Aug 16, 2012
#12	-5.08% Apr 3, 2024 - Apr 29, 2024	-6.06% Jan 14, 2010 - Mar 16, 2010
#13	-4.88% Dec 1, 2023 - Feb 16, 2024	-5.97% May 21, 2013 - Aug 2, 2013
#14	-4.47% Apr 30, 2026 - May 14, 2026	-5.32% Sep 5, 2014 - Nov 21, 2014
#15	-4.11% Oct 16, 2023 - Nov 2, 2023	-5.11% Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between MLPX and AOR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2008 - 2026)

MLPX vs AOR dividend yield comparison.

Year	MLPX	AOR
2026	2.02%	0.45%
2025	4.88%	2.54%
2024	4.30%	2.66%
2023	5.22%	2.50%
2022	5.23%	2.12%
2021	5.98%	1.64%
2020	8.32%	1.89%
2019	5.78%	2.56%
2018	5.77%	2.49%
2017	4.36%	4.51%
2016	5.51%	2.16%
2015	4.81%	2.12%
2014	2.15%	2.11%
2013	0.68%	1.92%
2012	0.00%	2.08%
2011	0.00%	2.42%
2010	0.00%	1.84%
2009	0.00%	2.07%
2008	0.00%	0.68%