MLPX vs LRGF

Comparison between GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF) and ISHARES U.S. EQUITY FACTOR ETF (LRGF, ETF).

5-Year PerformanceMLPX has outperformed LRGF, delivering a return of +24.0% compared to +13.6%

MLPX vs LRGF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MLPX(ETF)	LRGF(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.45%	0.08%
Max Drawdown	77.53%	36.03%
Sharpe Ratio	1.42	1.15
5Y Beta	0.41	0.97
P/E Ratio	19.85	26.24
Forward P/E	17.46	20.10
5Y Dividends CAGR	7.32%	12.50%
5Y EPS CAGR	17.42%	31.08%
Debt to Equity	N/A	34.39%
P/S Ratio	1.46	3.13
P/B Ratio	3.46	6.42

Net Assets

MLPX

$3.60B

LRGF

$3.60B

Expense Ratio

MLPX

0.45%

Winner

LRGF

0.08%

Max Drawdown

MLPX

77.53%

Winner

LRGF

36.03%

Sharpe Ratio

Winner

MLPX

1.42

LRGF

1.15

5Y Beta

Winner

MLPX

0.41

LRGF

0.97

P/E Ratio

Winner

MLPX

19.85

LRGF

26.24

Forward P/E

Winner

MLPX

17.46

LRGF

20.10

5Y Dividends CAGR

MLPX

7.32%

Winner

LRGF

12.50%

5Y EPS CAGR

MLPX

17.42%

Winner

LRGF

31.08%

Debt to Equity

MLPX

N/A

LRGF

34.39%

P/S Ratio

Winner

MLPX

1.46

LRGF

3.13

P/B Ratio

Winner

MLPX

3.46

LRGF

6.42

MLPX vs LRGF - Holdings Comparison

MLPX and LRGF have 3 common holdings. Overlap is 0.18%

MLPX's top 25 holdings weight is 98.06%. LRGF's top 25 holdings weight is 46.88%.

Rank	MLPX	LRGF
#1	TC ENERGY CORP (n/a) - 8.57%	NVIDIA CORP (NVDA) - 7.41%
#2	WILLIAMS COMPANIES INC (WMB) - 8.54%	APPLE INC (AAPL) - 6.25%
#3	ENBRIDGE INC (n/a) - 8.42%	MICROSOFT CORP (MSFT) - 5.10%
#4	KINDER MORGAN INC CLASS P (KMI) - 7.69%	ALPHABET INC CLASS C (GOOG) - 3.96%
#5	ONEOK INC (OKE) - 7.18%	AMAZON.COM INC (AMZN) - 3.30%
#6	TARGA RESOURCES CORP (TRGP) - 6.58%	BROADCOM INC (AVGO) - 3.07%
#7	CHENIERE ENERGY INC (LNG) - 5.06%	META PLATFORMS INC CLASS A (META) - 1.76%
#8	MPLX LP PARTNERSHIP UNITS (MPLX) - 4.90%	JPMORGAN CHASE & CO (JPM) - 1.59%
#9	ENERGY TRANSFER LP (ET) - 4.69%	ELI LILLY AND CO (LLY) - 1.23%
#10	PEMBINA PIPELINE CORP (n/a) - 4.60%	MICRON TECHNOLOGY INC (MU) - 1.22%
#11	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.43%	VISA INC CLASS A (V) - 1.21%
#12	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.04%	JOHNSON & JOHNSON (JNJ) - 1.14%
#13	WESTERN MIDSTREAM PARTNERS LP (WES) - 3.98%	BANK OF NEW YORK MELLON CORP (BNY) - 1.07%
#14	PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.70%	TESLA INC (TSLA) - 1.04%
#15	SOUTH BOW CORP (SOBO) - 2.23%	EXXONMOBIL HOLDINGS CORP (XOM) - 1.00%
#16	ANTERO MIDSTREAM CORP (AM) - 2.13%	WALMART INC (WMT) - 0.98%
#17	VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 1.95%	ALPHABET INC CLASS A (GOOGL) - 0.95%
#18	ARCHROCK INC (AROC) - 1.66%	GE AEROSPACE (GE) - 0.92%
#19	KODIAK GAS SERVICES INC (KGS) - 1.58%	BOOKING HOLDINGS INC (BKNG) - 0.92%
#20	HESS MIDSTREAM LP CLASS A (HESM) - 1.54%	ABBVIE INC (ABBV) - 0.84%
#21	PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.43%	INTEL CORP (INTC) - 0.40%
#22	CHENIERE ENERGY PARTNERS LP (CQP) - 0.92%	n/a (DELL) - 0.39%
#23	KINETIK HOLDINGS INC (KNTK) - 0.85%	PFIZER INC (PFE) - 0.39%
#24	USA COMPRESSION PARTNERS LP (USAC) - 0.71%	NORTHERN TRUST CORP (NTRS) - 0.37%
#25	NGL ENERGY PARTNERS LP (NGL) - 0.68%	ATLASSIAN CORP CLASS A (TEAM) - 0.37%
Total Holdings	30	255

MLPX vs LRGF - Historical Returns

Returns include dividend reinvestment.

Period	MLPX	LRGF
1 month	-1.24%	+2.32%
3 months	-1.82%	+4.80%
6 months	+8.40%	+12.83%
1 year	+28.19%	+19.82%
5 years(CAGR)	+24.01%	+13.65%
10 years(CAGR)	+11.74%	+13.87%
Max(CAGR)	+9.38%	+12.53%

MLPX

-1.24%

Winner

LRGF

+2.32%

MLPX

-1.82%

Winner

LRGF

+4.80%

MLPX

+8.40%

Winner

LRGF

+12.83%

Winner

MLPX

+28.19%

LRGF

+19.82%

5Y(CAGR)

Winner

MLPX

+24.01%

LRGF

+13.65%

10Y(CAGR)

MLPX

+11.74%

Winner

LRGF

+13.87%

Max(CAGR)

MLPX

+9.38%

Winner

LRGF

+12.53%

MLPX vs LRGF - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	MLPX	LRGF
2026	+25.45%	+12.70%
2025	+3.04%	+16.50%
2024	+42.39%	+27.41%
2023	+18.35%	+26.68%
2022	+19.17%	-14.72%
2021	+40.65%	+26.59%
2020	-20.33%	+10.71%
2019	+16.66%	+26.30%
2018	-17.62%	-10.12%
2017	-5.44%	+20.55%
2016	+34.69%	+14.88%
2015	-36.15%	-1.71%
2014	+17.80%	N/A
2013	+10.09%	N/A

MLPX vs LRGF Drawdown Comparison

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

The maximum drawdown for LRGF was -36.03%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.

The current MLPX drawdown is -3.21%. The current LRGF drawdown is -1.75%.

Rank	MLPX	LRGF
#1	-70.63% Sep 5, 2014 - Mar 2, 2022	-36.03% Feb 19, 2020 - Nov 5, 2020
#2	-19.72% Jun 7, 2022 - Aug 9, 2023	-21.61% Dec 29, 2021 - Jul 18, 2023
#3	-16.77% Jan 21, 2025 - Jan 27, 2026	-21.40% Aug 29, 2018 - Oct 28, 2019
#4	-9.48% Nov 29, 2024 - Jan 14, 2025	-19.44% Feb 18, 2025 - Jun 27, 2025
#5	-8.59% Apr 20, 2022 - Jun 1, 2022	-16.11% Jun 22, 2015 - Aug 15, 2016
#6	-7.40% May 19, 2026 - Jun 17, 2026	-10.29% Jan 26, 2018 - Aug 21, 2018
#7	-6.90% Mar 26, 2026 - Apr 30, 2026	-9.56% Jul 31, 2023 - Nov 30, 2023
#8	-6.39% Jul 22, 2024 - Aug 19, 2024	-8.92% Oct 28, 2025 - Apr 15, 2026
#9	-6.17% Jul 24, 2014 - Aug 15, 2014	-8.59% Jul 16, 2024 - Sep 19, 2024
#10	-5.94% Sep 14, 2023 - Oct 13, 2023	-6.40% Sep 2, 2021 - Nov 2, 2021
#11	-5.51% Mar 4, 2022 - Mar 23, 2022	-5.70% Mar 21, 2024 - May 14, 2024
#12	-5.08% Apr 3, 2024 - Apr 29, 2024	-5.62% Feb 12, 2021 - Mar 15, 2021
#13	-4.88% Dec 1, 2023 - Feb 16, 2024	-5.00% Nov 16, 2021 - Dec 10, 2021
#14	-4.47% Apr 30, 2026 - May 14, 2026	-4.87% Dec 6, 2024 - Feb 6, 2025
#15	-4.11% Oct 16, 2023 - Nov 2, 2023	-4.50% Jun 2, 2026 - Aug 3, 2026

Correlation

Correlation between MLPX and LRGF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2013 - 2026)

MLPX vs LRGF dividend yield comparison.

Year	MLPX	LRGF
2026	3.03%	0.47%
2025	4.88%	1.16%
2024	4.30%	1.23%
2023	5.22%	1.49%
2022	5.23%	1.78%
2021	5.98%	1.05%
2020	8.32%	1.35%
2019	5.78%	1.76%
2018	5.77%	3.27%
2017	4.36%	1.68%
2016	5.51%	1.56%
2015	4.81%	0.83%
2014	2.15%	0.00%
2013	0.68%	0.00%