MLPX vs CALF

Comparison between GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF) and PACER US SMALL CAP CASH COWS ETF (CALF, ETF).

5-Year PerformanceMLPX has outperformed CALF, delivering a return of +24.0% compared to +7.7%

MLPX vs CALF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MLPX(ETF)	CALF(ETF)
Net Assets	$3.60B	$3.70B
Expense Ratio	0.45%	0.59%
Max Drawdown	77.53%	48.84%
Sharpe Ratio	1.42	1.94
5Y Beta	0.41	0.92
P/E Ratio	19.85	18.80
Forward P/E	17.46	11.62
5Y Dividends CAGR	7.32%	30.25%
5Y EPS CAGR	17.42%	19.61%
Debt to Equity	N/A	1116.57%
P/S Ratio	1.46	1.04
P/B Ratio	3.46	2.36

Net Assets

MLPX

$3.60B

Winner

CALF

$3.70B

Expense Ratio

Winner

MLPX

0.45%

CALF

0.59%

Max Drawdown

MLPX

77.53%

Winner

CALF

48.84%

Sharpe Ratio

MLPX

1.42

Winner

CALF

1.94

5Y Beta

Winner

MLPX

0.41

CALF

0.92

P/E Ratio

MLPX

19.85

Winner

CALF

18.80

Forward P/E

MLPX

17.46

Winner

CALF

11.62

5Y Dividends CAGR

MLPX

7.32%

Winner

CALF

30.25%

5Y EPS CAGR

MLPX

17.42%

Winner

CALF

19.61%

Debt to Equity

MLPX

N/A

CALF

1116.57%

P/S Ratio

MLPX

1.46

Winner

CALF

1.04

P/B Ratio

MLPX

3.46

Winner

CALF

2.36

MLPX vs CALF - Holdings Comparison

MLPX and CALF have 1 common holdings. Overlap is -1.55%

MLPX's top 25 holdings weight is 98.06%. CALF's top 25 holdings weight is 40.50%.

Rank	MLPX	CALF
#1	TC ENERGY CORP (n/a) - 8.57%	EXPEDIA GROUP INC (EXPE) - 2.31%
#2	WILLIAMS COMPANIES INC (WMB) - 8.54%	TENET HEALTHCARE CORP (THC) - 2.06%
#3	ENBRIDGE INC (n/a) - 8.42%	OMNICOM GROUP INC (OMC) - 2.06%
#4	KINDER MORGAN INC CLASS P (KMI) - 7.69%	GODADDY INC CLASS A (GDDY) - 1.97%
#5	ONEOK INC (OKE) - 7.18%	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.93%
#6	TARGA RESOURCES CORP (TRGP) - 6.58%	ZOOM COMMUNICATIONS INC (ZM) - 1.90%
#7	CHENIERE ENERGY INC (LNG) - 5.06%	BIOGEN INC (BIIB) - 1.88%
#8	MPLX LP PARTNERSHIP UNITS (MPLX) - 4.90%	EQT CORP (EQT) - 1.87%
#9	ENERGY TRANSFER LP (ET) - 4.69%	ANGLOGOLD ASHANTI PLC (AU) - 1.82%
#10	PEMBINA PIPELINE CORP (n/a) - 4.60%	CF INDUSTRIES HOLDINGS INC (CF) - 1.77%
#11	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.43%	BEST BUY CO INC (BBY) - 1.72%
#12	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.04%	OVINTIV INC (OVV) - 1.68%
#13	WESTERN MIDSTREAM PARTNERS LP (WES) - 3.98%	HF SINCLAIR CORP (DINO) - 1.63%
#14	PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.70%	LEIDOS HOLDINGS INC (LDOS) - 1.63%
#15	SOUTH BOW CORP (SOBO) - 2.23%	OTHER ASSETS AND LIABILITIES (n/a) - 1.61%
#16	ANTERO MIDSTREAM CORP (AM) - 2.13%	INCYTE CORP (INCY) - 1.51%
#17	VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 1.95%	APA CORP (APA) - 1.39%
#18	ARCHROCK INC (AROC) - 1.66%	SIRIUS XM HOLDINGS INC (SIRI) - 1.39%
#19	KODIAK GAS SERVICES INC (KGS) - 1.58%	LYFT INC CLASS A (LYFT) - 1.30%
#20	HESS MIDSTREAM LP CLASS A (HESM) - 1.54%	TOLL BROTHERS INC (TOL) - 1.26%
#21	PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.43%	VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.24%
#22	CHENIERE ENERGY PARTNERS LP (CQP) - 0.92%	DOCUSIGN INC (DOCU) - 1.23%
#23	KINETIK HOLDINGS INC (KNTK) - 0.85%	GARTNER INC (IT) - 1.13%
#24	USA COMPRESSION PARTNERS LP (USAC) - 0.71%	MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.12%
#25	NGL ENERGY PARTNERS LP (NGL) - 0.68%	n/a (TAP) - 1.09%
Total Holdings	30	203

MLPX vs CALF - Historical Returns

Returns include dividend reinvestment.

Period	MLPX	CALF
1 month	-1.24%	+10.33%
3 months	-1.82%	+20.90%
6 months	+8.40%	+24.14%
1 year	+28.19%	+39.42%
5 years(CAGR)	+24.01%	+7.74%
10 years(CAGR)	+11.74%	+11.07%
Max(CAGR)	+9.38%	+11.07%

MLPX

-1.24%

Winner

CALF

+10.33%

MLPX

-1.82%

Winner

CALF

+20.90%

MLPX

+8.40%

Winner

CALF

+24.14%

MLPX

+28.19%

Winner

CALF

+39.42%

5Y(CAGR)

Winner

MLPX

+24.01%

CALF

+7.74%

10Y(CAGR)

Winner

MLPX

+11.74%

CALF

+11.07%

Max(CAGR)

MLPX

+9.38%

Winner

CALF

+11.07%

MLPX vs CALF - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	MLPX	CALF
2026	+25.45%	+29.42%
2025	+3.04%	+2.23%
2024	+42.39%	-7.23%
2023	+18.35%	+36.96%
2022	+19.17%	-16.31%
2021	+40.65%	+41.29%
2020	-20.33%	+16.66%
2019	+16.66%	+16.62%
2018	-17.62%	-10.96%
2017	-5.44%	+5.77%
2016	+34.69%	N/A
2015	-36.15%	N/A
2014	+17.80%	N/A
2013	+10.09%	N/A

MLPX vs CALF Drawdown Comparison

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

The maximum drawdown for CALF was -47.57%, occurring on Mar 23, 2020. Recovery took 568 trading sessions.

The current MLPX drawdown is -3.21%.

Rank	MLPX	CALF
#1	-70.63% Sep 5, 2014 - Mar 2, 2022	-47.57% Aug 22, 2018 - Nov 23, 2020
#2	-19.72% Jun 7, 2022 - Aug 9, 2023	-34.22% Mar 28, 2024 - Apr 20, 2026
#3	-16.77% Jan 21, 2025 - Jan 27, 2026	-30.18% Nov 16, 2021 - Dec 11, 2023
#4	-9.48% Nov 29, 2024 - Jan 14, 2025	-12.36% Jul 20, 2017 - Oct 3, 2017
#5	-8.59% Apr 20, 2022 - Jun 1, 2022	-9.74% Mar 12, 2021 - May 3, 2021
#6	-7.40% May 19, 2026 - Jun 17, 2026	-9.32% Jun 8, 2021 - Nov 3, 2021
#7	-6.90% Mar 26, 2026 - Apr 30, 2026	-8.80% Jan 22, 2018 - Apr 12, 2018
#8	-6.39% Jul 22, 2024 - Aug 19, 2024	-7.90% Oct 5, 2017 - Dec 4, 2017
#9	-6.17% Jul 24, 2014 - Aug 15, 2014	-6.43% Dec 27, 2023 - Feb 12, 2024
#10	-5.94% Sep 14, 2023 - Oct 13, 2023	-6.02% May 7, 2021 - May 17, 2021
#11	-5.51% Mar 4, 2022 - Mar 23, 2022	-5.68% Apr 18, 2018 - May 16, 2018
#12	-5.08% Apr 3, 2024 - Apr 29, 2024	-4.67% Jun 1, 2026 - Jul 2, 2026
#13	-4.88% Dec 1, 2023 - Feb 16, 2024	-4.47% Jun 20, 2018 - Aug 21, 2018
#14	-4.47% Apr 30, 2026 - May 14, 2026	-4.25% Jan 26, 2021 - Feb 4, 2021
#15	-4.11% Oct 16, 2023 - Nov 2, 2023	-4.11% Nov 24, 2020 - Dec 4, 2020

Correlation

Correlation between MLPX and CALF is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2013 - 2026)

MLPX vs CALF dividend yield comparison.

Year	MLPX	CALF
2026	3.03%	0.20%
2025	4.88%	1.43%
2024	4.30%	1.07%
2023	5.22%	1.18%
2022	5.23%	0.85%
2021	5.98%	2.63%
2020	8.32%	0.82%
2019	5.78%	0.99%
2018	5.77%	1.39%
2017	4.36%	0.70%
2016	5.51%	0.00%
2015	4.81%	0.00%
2014	2.15%	0.00%
2013	0.68%	0.00%