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MLPX vs NEA

Comparison between GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF) and Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF).

5-Year PerformanceMLPX has outperformed NEA, delivering a return of +20.5% compared to -0.0%

MLPX vs NEA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MLPX
$3.50B
NEA
$3.50B
Expense Ratio
MLPX
0.45%
NEA
N/A
Max Drawdown
MLPX
77.53%
Winner
NEA
48.25%
Sharpe Ratio
Winner
MLPX
1.32
NEA
0.92
5Y Beta
MLPX
0.48
Winner
NEA
0.22
P/E Ratio
MLPX
22.13
NEA
N/A
Forward P/E
MLPX
17.17
NEA
N/A
5Y Dividends CAGR
Winner
MLPX
6.50%
NEA
5.43%
5Y EPS CAGR
MLPX
19.28%
NEA
N/A
P/S Ratio
MLPX
1.55
NEA
N/A
P/B Ratio
MLPX
3.56
NEA
N/A

MLPX vs NEA - Historical Returns

Returns include dividend reinvestment.

1M
MLPX
+0.03%
Winner
NEA
+0.25%
3M
Winner
MLPX
+4.46%
NEA
+1.18%
6M
Winner
MLPX
+25.73%
NEA
+3.22%
1Y
Winner
MLPX
+24.94%
NEA
+13.27%
5Y(CAGR)
Winner
MLPX
+20.45%
NEA
-0.04%
10Y(CAGR)
Winner
MLPX
+12.65%
NEA
+2.96%
Max(CAGR)
Winner
MLPX
+9.42%
NEA
+4.56%

MLPX vs NEA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearMLPXNEA
2026+23.88%+2.09%
2025+3.04%+10.42%
2024+42.39%+9.00%
2023+18.35%-0.58%
2022+19.17%-23.00%
2021+40.65%+8.45%
2020-20.33%+10.47%
2019+16.66%+20.56%
2018-17.62%-5.87%
2017-5.44%+9.35%
2016+34.69%+1.99%
2015-36.15%+6.25%
2014+17.80%+21.40%
2013+10.09%-16.42%
2012N/A+6.78%
2011N/A+17.35%
2010N/A+1.80%
2009N/A+34.36%
2008N/A-24.81%
2007N/A+5.52%
2006N/A+11.55%
2005N/A+4.15%
2004N/A-4.83%
2003N/A+8.59%
2002N/A+0.07%

MLPX vs NEA Drawdown Comparison

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

The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.

The current MLPX drawdown is -4.43%. The current NEA drawdown is -4.92%.

RankMLPXNEA
#1-70.63%
Sep 5, 2014 - Mar 2, 2022
-43.81%
Feb 12, 2008 - Sep 21, 2009
#2-19.72%
Jun 7, 2022 - Aug 9, 2023
-36.56%
Sep 15, 2021 - Oct 23, 2023
#3-16.77%
Jan 21, 2025 - Jan 27, 2026
-25.03%
Mar 6, 2020 - Aug 10, 2020
#4-9.48%
Nov 29, 2024 - Jan 14, 2025
-23.18%
Nov 30, 2012 - Jan 7, 2015
#5-8.59%
Apr 20, 2022 - Jun 1, 2022
-18.08%
Sep 10, 2010 - Dec 2, 2011
#6-7.33%
May 19, 2026 - May 29, 2026
-16.44%
Mar 5, 2004 - Jun 29, 2005
#7-6.90%
Mar 26, 2026 - Apr 30, 2026
-12.37%
Jul 8, 2016 - Mar 7, 2019
#8-6.39%
Jul 22, 2024 - Aug 19, 2024
-12.29%
Feb 12, 2007 - Jan 15, 2008
#9-6.17%
Jul 24, 2014 - Aug 15, 2014
-10.90%
Jul 28, 2005 - Jul 12, 2006
#10-5.94%
Sep 14, 2023 - Oct 13, 2023
-10.61%
Jul 14, 2003 - Dec 31, 2003
#11-5.51%
Mar 4, 2022 - Mar 23, 2022
-9.23%
Feb 2, 2015 - Dec 24, 2015
#12-5.08%
Apr 3, 2024 - Apr 29, 2024
-9.15%
Oct 7, 2009 - Feb 2, 2010
#13-4.88%
Dec 1, 2023 - Feb 16, 2024
-6.54%
Mar 12, 2012 - May 16, 2012
#14-4.47%
Apr 30, 2026 - May 14, 2026
-4.92%
Jan 27, 2021 - Apr 13, 2021
#15-4.11%
Oct 16, 2023 - Nov 2, 2023
-4.73%
Nov 30, 2006 - Feb 12, 2007

Correlation

Correlation between MLPX and NEA is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (2003 - 2026)

MLPX vs NEA dividend yield comparison.

YearMLPXNEA
20262.02%2.94%
20254.88%7.36%
20244.30%6.63%
20235.22%3.95%
20225.23%5.49%
20215.98%4.50%
20208.32%4.45%
20195.78%4.46%
20185.77%5.40%
20174.36%5.33%
20165.51%5.70%
20154.81%5.71%
20142.15%5.95%
20130.68%6.24%
20120.00%5.65%
20110.00%5.64%
20100.00%6.09%
20090.00%5.37%
20080.00%6.81%
20070.00%4.93%
20060.00%5.10%
20050.00%5.93%
20040.00%6.81%
20030.00%6.11%

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