MLPX vs SPHD
Comparison between GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceMLPX has outperformed SPHD, delivering a return of +22.0% compared to +5.7%
MLPX vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MLPX
$3.30B
SPHD
$3.30B
Expense Ratio
MLPX
0.45%
Winner
SPHD
0.30%
Max Drawdown
MLPX
77.53%
Winner
SPHD
42.14%
Sharpe Ratio
Winner
MLPX
1.35
SPHD
0.55
5Y Beta
MLPX
0.51
Winner
SPHD
0.39
P/E Ratio
MLPX
18.90
Winner
SPHD
18.76
Forward P/E
MLPX
17.59
Winner
SPHD
13.41
PEG Ratio
MLPX
N/A
SPHD
0.34
5Y Dividends CAGR
Winner
MLPX
6.06%
SPHD
3.96%
5Y EPS CAGR
Winner
MLPX
22.03%
SPHD
5.08%
Debt to Equity
MLPX
N/A
SPHD
-78.14%
P/S Ratio
Winner
MLPX
1.45
SPHD
1.86
P/B Ratio
MLPX
3.54
Winner
SPHD
1.81
MLPX vs SPHD - Holdings Comparison
MLPX and SPHD have 4 common holdings. Overlap is 6.17%
MLPX's top 25 holdings weight is 98.96%. SPHD's top 25 holdings weight is 58.83%.
| Rank | MLPX | SPHD |
|---|---|---|
| #1 | ENBRIDGE INC (n/a) - 8.83% | VERIZON COMMUNICATIONS INC (VZ) - 3.27% |
| #2 | WILLIAMS COMPANIES INC (WMB) - 8.68% | ALTRIA GROUP INC (MO) - 3.20% |
| #3 | TC ENERGY CORP (n/a) - 8.66% | PFIZER INC (PFE) - 3.05% |
| #4 | KINDER MORGAN INC CLASS P (KMI) - 7.67% | HEALTHPEAK PROPERTIES INC (DOC) - 2.81% |
| #5 | CHENIERE ENERGY INC (LNG) - 7.44% | THE KRAFT HEINZ CO (KHC) - 2.75% |
| #6 | ONEOK INC (OKE) - 6.74% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.65% |
| #7 | TARGA RESOURCES CORP (TRGP) - 4.72% | ONEOK INC (OKE) - 2.64% |
| #8 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.53% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.51% |
| #9 | ENERGY TRANSFER LP (ET) - 4.42% | REALTY INCOME CORP (O) - 2.49% |
| #10 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.35% | CONAGRA BRANDS INC (CAG) - 2.46% |
| #11 | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.30% | KIMCO REALTY CORP (KIM) - 2.37% |
| #12 | PEMBINA PIPELINE CORP (n/a) - 4.29% | FRANKLIN RESOURCES INC (BEN) - 2.36% |
| #13 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.82% | CROWN CASTLE INC (CCI) - 2.23% |
| #14 | WESTERN MIDSTREAM PARTNERS LP (WES) - 3.72% | CHEVRON CORP (CVX) - 2.12% |
| #15 | ANTERO MIDSTREAM CORP (AM) - 2.39% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% |
| #16 | SOUTH BOW CORP (SOBO) - 2.30% | KIMBERLY-CLARK CORP (KMB) - 2.05% |
| #17 | ARCHROCK INC (AROC) - 2.10% | PUBLIC STORAGE (PSA) - 2.05% |
| #18 | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 2.01% | AT&T INC (T) - 2.05% |
| #19 | KODIAK GAS SERVICES INC (KGS) - 1.79% | EXTRA SPACE STORAGE INC (EXR) - 2.04% |
| #20 | HESS MIDSTREAM LP CLASS A (HESM) - 1.63% | DOMINION ENERGY INC (D) - 2.01% |
| #21 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.52% | KINDER MORGAN INC CLASS P (KMI) - 1.98% |
| #22 | CHENIERE ENERGY PARTNERS LP (CQP) - 0.96% | EOG RESOURCES INC (EOG) - 1.96% |
| #23 | USA COMPRESSION PARTNERS LP (USAC) - 0.74% | CLOROX CO (CLX) - 1.94% |
| #24 | GENESIS ENERGY LP (GEL) - 0.70% | T. ROWE PRICE GROUP INC (TROW) - 1.89% |
| #25 | KINETIK HOLDINGS INC (KNTK) - 0.65% | PINNACLE WEST CAPITAL CORP (PNW) - 1.88% |
| Total Holdings | 29 | 57 |
MLPX vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
MLPX
-1.05%
Winner
SPHD
-0.07%
3M
Winner
MLPX
+8.16%
SPHD
-2.66%
6M
Winner
MLPX
+24.89%
SPHD
+6.40%
1Y
Winner
MLPX
+25.79%
SPHD
+9.51%
5Y(CAGR)
Winner
MLPX
+22.00%
SPHD
+5.75%
10Y(CAGR)
Winner
MLPX
+13.20%
SPHD
+7.31%
Max(CAGR)
MLPX
+9.21%
Winner
SPHD
+9.48%
MLPX vs SPHD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MLPX | SPHD |
|---|---|---|
| 2026 | +19.81% | +4.53% |
| 2025 | +3.04% | +3.29% |
| 2024 | +42.39% | +16.18% |
| 2023 | +18.35% | +0.93% |
| 2022 | +19.17% | +0.31% |
| 2021 | +40.65% | +26.77% |
| 2020 | -20.33% | -8.99% |
| 2019 | +16.66% | +20.89% |
| 2018 | -17.62% | -6.32% |
| 2017 | -5.44% | +10.79% |
| 2016 | +34.69% | +23.47% |
| 2015 | -36.15% | +4.85% |
| 2014 | +17.80% | +21.27% |
| 2013 | +10.09% | +18.33% |
| 2012 | N/A | -1.73% |
MLPX vs SPHD Drawdown Comparison
The maximum drawdown for MLPX was -70.63%, occurring on Mar 18, 2020. Recovery took 1885 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current MLPX drawdown is -4.47%. The current SPHD drawdown is -4.78%.
| Rank | MLPX | SPHD |
|---|---|---|
| #1 | -70.63% Sep 5, 2014 - Mar 2, 2022 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -19.72% Jun 7, 2022 - Aug 9, 2023 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -16.77% Jan 21, 2025 - Jan 27, 2026 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -9.48% Nov 29, 2024 - Jan 14, 2025 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -8.59% Apr 20, 2022 - Jun 1, 2022 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -6.90% Mar 26, 2026 - Apr 30, 2026 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -6.39% Jul 22, 2024 - Aug 19, 2024 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -6.17% Jul 24, 2014 - Aug 15, 2014 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -5.94% Sep 14, 2023 - Oct 13, 2023 | -7.33% Mar 2, 2026 - Mar 20, 2026 |
| #10 | -5.51% Mar 4, 2022 - Mar 23, 2022 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -5.08% Apr 3, 2024 - Apr 29, 2024 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -4.88% Dec 1, 2023 - Feb 16, 2024 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -4.47% Apr 30, 2026 - May 8, 2026 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -4.11% Oct 16, 2023 - Nov 2, 2023 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -3.55% May 20, 2024 - Jun 24, 2024 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between MLPX and SPHD is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2012 - 2026)
MLPX vs SPHD dividend yield comparison.
| Year | MLPX | SPHD |
|---|---|---|
| 2026 | 1.02% | 1.67% |
| 2025 | 4.88% | 4.02% |
| 2024 | 4.30% | 3.41% |
| 2023 | 5.22% | 4.48% |
| 2022 | 5.23% | 3.89% |
| 2021 | 5.98% | 3.45% |
| 2020 | 8.32% | 4.89% |
| 2019 | 5.78% | 4.07% |
| 2018 | 5.77% | 4.40% |
| 2017 | 4.36% | 3.14% |
| 2016 | 5.51% | 3.83% |
| 2015 | 4.81% | 3.49% |
| 2014 | 2.15% | 3.24% |
| 2013 | 0.68% | 3.68% |
| 2012 | 0.00% | 0.93% |
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