MLPX vs IYF
Comparison between GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).
MLPX is from the Energy sector, while IYF is from the Financial Services sector.
5-Year PerformanceMLPX has outperformed IYF, delivering a return of +22.0% compared to +10.1%
MLPX vs IYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MLPX
$3.30B
IYF
$3.30B
Expense Ratio
MLPX
0.45%
Winner
IYF
0.38%
Max Drawdown
Winner
MLPX
77.53%
IYF
80.22%
Sharpe Ratio
Winner
MLPX
1.35
IYF
0.54
5Y Beta
Winner
MLPX
0.51
IYF
0.85
P/E Ratio
MLPX
18.90
Winner
IYF
14.90
Forward P/E
MLPX
17.59
Winner
IYF
14.21
PEG Ratio
MLPX
N/A
IYF
0.33
5Y Dividends CAGR
MLPX
6.06%
Winner
IYF
14.72%
5Y EPS CAGR
Winner
MLPX
22.03%
IYF
11.23%
Debt to Equity
MLPX
N/A
IYF
45.38%
P/S Ratio
Winner
MLPX
1.45
IYF
2.91
P/B Ratio
MLPX
3.54
Winner
IYF
1.92
MLPX vs IYF - Holdings Comparison
MLPX and IYF have 1 common holdings. Overlap is -0.03%
MLPX's top 25 holdings weight is 98.96%. IYF's top 25 holdings weight is 69.69%.
| Rank | MLPX | IYF |
|---|---|---|
| #1 | ENBRIDGE INC (n/a) - 8.83% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.52% |
| #2 | WILLIAMS COMPANIES INC (WMB) - 8.68% | JPMORGAN CHASE & CO (JPM) - 10.63% |
| #3 | TC ENERGY CORP (n/a) - 8.66% | BANK OF AMERICA CORP (BAC) - 4.53% |
| #4 | KINDER MORGAN INC CLASS P (KMI) - 7.67% | THE GOLDMAN SACHS GROUP INC (GS) - 4.09% |
| #5 | CHENIERE ENERGY INC (LNG) - 7.44% | WELLS FARGO & CO (WFC) - 4.06% |
| #6 | ONEOK INC (OKE) - 6.74% | CITIGROUP INC (C) - 3.39% |
| #7 | TARGA RESOURCES CORP (TRGP) - 4.72% | MORGAN STANLEY (MS) - 3.19% |
| #8 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.53% | CHARLES SCHWAB CORP (SCHW) - 2.66% |
| #9 | ENERGY TRANSFER LP (ET) - 4.42% | BLACKROCK INC (BLK) - 2.50% |
| #10 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.35% | S&P GLOBAL INC (SPGI) - 2.22% |
| #11 | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.30% | CHUBB LTD (CB) - 2.04% |
| #12 | PEMBINA PIPELINE CORP (n/a) - 4.29% | PROGRESSIVE CORP (PGR) - 1.94% |
| #13 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.82% | CME GROUP INC CLASS A (CME) - 1.86% |
| #14 | WESTERN MIDSTREAM PARTNERS LP (WES) - 3.72% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.58% |
| #15 | ANTERO MIDSTREAM CORP (AM) - 2.39% | MARSH (MRSH) - 1.44% |
| #16 | SOUTH BOW CORP (SOBO) - 2.30% | BANK OF NEW YORK MELLON CORP (BK) - 1.43% |
| #17 | ARCHROCK INC (AROC) - 2.10% | BLACKSTONE INC (BX) - 1.42% |
| #18 | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 2.01% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.40% |
| #19 | KODIAK GAS SERVICES INC (KGS) - 1.79% | U.S. BANCORP (USB) - 1.40% |
| #20 | HESS MIDSTREAM LP CLASS A (HESM) - 1.63% | MOODYS CORP (MCO) - 1.16% |
| #21 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.52% | AON PLC CLASS A (AON) - 1.15% |
| #22 | CHENIERE ENERGY PARTNERS LP (CQP) - 0.96% | THE TRAVELERS COMPANIES INC (TRV) - 1.08% |
| #23 | USA COMPRESSION PARTNERS LP (USAC) - 0.74% | KKR & CO INC ORDINARY SHARES (KKR) - 1.05% |
| #24 | GENESIS ENERGY LP (GEL) - 0.70% | TRUIST FINANCIAL CORP (TFC) - 1.01% |
| #25 | KINETIK HOLDINGS INC (KNTK) - 0.65% | ARTHUR J. GALLAGHER & CO (AJG) - 0.94% |
| Total Holdings | 29 | 144 |
MLPX vs IYF - Historical Returns
Returns include dividend reinvestment.
1M
MLPX
-1.05%
Winner
IYF
+0.18%
3M
Winner
MLPX
+8.16%
IYF
-4.60%
6M
Winner
MLPX
+24.89%
IYF
-0.23%
1Y
Winner
MLPX
+25.79%
IYF
+9.94%
5Y(CAGR)
Winner
MLPX
+22.00%
IYF
+10.07%
10Y(CAGR)
Winner
MLPX
+13.20%
IYF
+12.87%
Max(CAGR)
Winner
MLPX
+9.21%
IYF
+5.81%
MLPX vs IYF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | MLPX | IYF |
|---|---|---|
| 2026 | +19.81% | -4.96% |
| 2025 | +3.04% | +18.38% |
| 2024 | +42.39% | +30.95% |
| 2023 | +18.35% | +14.95% |
| 2022 | +19.17% | -12.21% |
| 2021 | +40.65% | +33.66% |
| 2020 | -20.33% | -1.55% |
| 2019 | +16.66% | +31.73% |
| 2018 | -17.62% | -9.17% |
| 2017 | -5.44% | +18.69% |
| 2016 | +34.69% | +19.25% |
| 2015 | -36.15% | -0.53% |
| 2014 | +17.80% | +14.81% |
| 2013 | +10.09% | +29.91% |
| 2012 | N/A | +23.10% |
| 2011 | N/A | -14.90% |
| 2010 | N/A | +10.48% |
| 2009 | N/A | +16.13% |
| 2008 | N/A | -49.28% |
| 2007 | N/A | -18.33% |
| 2006 | N/A | +16.82% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +27.24% |
| 2002 | N/A | -12.90% |
| 2001 | N/A | -3.55% |
| 2000 | N/A | -2.24% |
MLPX vs IYF Drawdown Comparison
The maximum drawdown for MLPX was -70.63%, occurring on Mar 18, 2020. Recovery took 1885 trading sessions.
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The current MLPX drawdown is -4.47%. The current IYF drawdown is -7.35%.
| Rank | MLPX | IYF |
|---|---|---|
| #1 | -70.63% Sep 5, 2014 - Mar 2, 2022 | -79.08% Jun 4, 2007 - Dec 7, 2016 |
| #2 | -19.72% Jun 7, 2022 - Aug 9, 2023 | -42.57% Feb 14, 2020 - Feb 12, 2021 |
| #3 | -16.77% Jan 21, 2025 - Jan 27, 2026 | -33.32% May 26, 2000 - Nov 3, 2003 |
| #4 | -9.48% Nov 29, 2024 - Jan 14, 2025 | -25.05% Jan 12, 2022 - Jan 30, 2024 |
| #5 | -8.59% Apr 20, 2022 - Jun 1, 2022 | -19.88% Sep 20, 2018 - Apr 26, 2019 |
| #6 | -6.90% Mar 26, 2026 - Apr 30, 2026 | -16.60% Feb 18, 2025 - Jun 24, 2025 |
| #7 | -6.39% Jul 22, 2024 - Aug 19, 2024 | -13.88% Jan 6, 2026 - Mar 27, 2026 |
| #8 | -6.17% Jul 24, 2014 - Aug 15, 2014 | -11.23% Mar 5, 2004 - Nov 11, 2004 |
| #9 | -5.94% Sep 14, 2023 - Oct 13, 2023 | -9.40% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -5.51% Mar 4, 2022 - Mar 23, 2022 | -9.18% Dec 30, 2004 - Jul 12, 2005 |
| #11 | -5.08% Apr 3, 2024 - Apr 29, 2024 | -8.50% Nov 29, 2024 - Jan 30, 2025 |
| #12 | -4.88% Dec 1, 2023 - Feb 16, 2024 | -8.35% Feb 20, 2007 - Jun 1, 2007 |
| #13 | -4.47% Apr 30, 2026 - May 8, 2026 | -7.76% Jul 30, 2024 - Aug 23, 2024 |
| #14 | -4.11% Oct 16, 2023 - Nov 2, 2023 | -7.64% May 5, 2006 - Sep 13, 2006 |
| #15 | -3.55% May 20, 2024 - Jun 24, 2024 | -7.35% Nov 3, 2021 - Jan 7, 2022 |
Correlation
Correlation between MLPX and IYF is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2000 - 2026)
MLPX vs IYF dividend yield comparison.
| Year | MLPX | IYF |
|---|---|---|
| 2026 | 1.02% | 0.47% |
| 2025 | 4.88% | 1.32% |
| 2024 | 4.30% | 1.29% |
| 2023 | 5.22% | 1.67% |
| 2022 | 5.23% | 1.86% |
| 2021 | 5.98% | 1.27% |
| 2020 | 8.32% | 1.72% |
| 2019 | 5.78% | 1.65% |
| 2018 | 5.77% | 1.90% |
| 2017 | 4.36% | 1.46% |
| 2016 | 5.51% | 1.67% |
| 2015 | 4.81% | 1.66% |
| 2014 | 2.15% | 1.38% |
| 2013 | 0.68% | 1.33% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.68% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 1.71% |
| 2008 | 0.00% | 4.64% |
| 2007 | 0.00% | 2.75% |
| 2006 | 0.00% | 1.86% |
| 2005 | 0.00% | 2.03% |
| 2004 | 0.00% | 1.75% |
| 2003 | 0.00% | 1.66% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.29% |
| 2000 | 0.00% | 2.11% |
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