MLPX vs SPY
Comparison between GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceMLPX has outperformed SPY, delivering a return of +22.0% compared to +13.3%
MLPX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MLPX
$3.30B
Winner
SPY
$652B
Expense Ratio
MLPX
0.45%
Winner
SPY
0.09%
Max Drawdown
MLPX
77.53%
Winner
SPY
56.47%
Sharpe Ratio
MLPX
1.35
Winner
SPY
2.07
5Y Beta
Winner
MLPX
0.51
SPY
1.00
P/E Ratio
Winner
MLPX
18.90
SPY
28.24
Forward P/E
Winner
MLPX
17.59
SPY
21.85
5Y Dividends CAGR
Winner
MLPX
6.06%
SPY
5.43%
5Y EPS CAGR
MLPX
22.03%
Winner
SPY
25.79%
Debt to Equity
MLPX
N/A
SPY
22.35%
P/S Ratio
Winner
MLPX
1.45
SPY
3.55
P/B Ratio
Winner
MLPX
3.54
SPY
5.29
MLPX vs SPY - Holdings Comparison
MLPX and SPY have 5 common holdings. Overlap is 0.40%
MLPX's top 25 holdings weight is 98.96%. SPY's top 25 holdings weight is 51.32%.
| Rank | MLPX | SPY |
|---|---|---|
| #1 | ENBRIDGE INC (n/a) - 8.83% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | WILLIAMS COMPANIES INC (WMB) - 8.68% | APPLE INC (AAPL) - 6.48% |
| #3 | TC ENERGY CORP (n/a) - 8.66% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | KINDER MORGAN INC CLASS P (KMI) - 7.67% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | CHENIERE ENERGY INC (LNG) - 7.44% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ONEOK INC (OKE) - 6.74% | BROADCOM INC (AVGO) - 3.09% |
| #7 | TARGA RESOURCES CORP (TRGP) - 4.72% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.53% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ENERGY TRANSFER LP (ET) - 4.42% | TESLA INC (TSLA) - 1.73% |
| #10 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.30% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | PEMBINA PIPELINE CORP (n/a) - 4.29% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.82% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | WESTERN MIDSTREAM PARTNERS LP (WES) - 3.72% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | ANTERO MIDSTREAM CORP (AM) - 2.39% | WALMART INC (WMT) - 0.91% |
| #16 | SOUTH BOW CORP (SOBO) - 2.30% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | ARCHROCK INC (AROC) - 2.10% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 2.01% | VISA INC CLASS A (V) - 0.85% |
| #19 | KODIAK GAS SERVICES INC (KGS) - 1.79% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | HESS MIDSTREAM LP CLASS A (HESM) - 1.63% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.52% | INTEL CORP (INTC) - 0.65% |
| #22 | CHENIERE ENERGY PARTNERS LP (CQP) - 0.96% | NETFLIX INC (NFLX) - 0.64% |
| #23 | USA COMPRESSION PARTNERS LP (USAC) - 0.74% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | GENESIS ENERGY LP (GEL) - 0.70% | CHEVRON CORP (CVX) - 0.58% |
| #25 | KINETIK HOLDINGS INC (KNTK) - 0.65% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 29 | 505 |
MLPX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MLPX
-1.05%
Winner
SPY
+9.11%
3M
Winner
MLPX
+8.16%
SPY
+6.59%
6M
Winner
MLPX
+24.89%
SPY
+10.56%
1Y
MLPX
+25.79%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
MLPX
+22.00%
SPY
+13.35%
10Y(CAGR)
MLPX
+13.20%
Winner
SPY
+15.49%
Max(CAGR)
Winner
MLPX
+9.21%
SPY
+8.50%
MLPX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MLPX | SPY |
|---|---|---|
| 2026 | +19.81% | +8.27% |
| 2025 | +3.04% | +18.00% |
| 2024 | +42.39% | +25.59% |
| 2023 | +18.35% | +26.72% |
| 2022 | +19.17% | -18.64% |
| 2021 | +40.65% | +30.52% |
| 2020 | -20.33% | +17.28% |
| 2019 | +16.66% | +31.09% |
| 2018 | -17.62% | -5.24% |
| 2017 | -5.44% | +20.78% |
| 2016 | +34.69% | +13.59% |
| 2015 | -36.15% | +1.31% |
| 2014 | +17.80% | +14.56% |
| 2013 | +10.09% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
MLPX vs SPY Drawdown Comparison
The maximum drawdown for MLPX was -70.63%, occurring on Mar 18, 2020. Recovery took 1885 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MLPX drawdown is -4.47%.
| Rank | MLPX | SPY |
|---|---|---|
| #1 | -70.63% Sep 5, 2014 - Mar 2, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -19.72% Jun 7, 2022 - Aug 9, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.77% Jan 21, 2025 - Jan 27, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.48% Nov 29, 2024 - Jan 14, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.59% Apr 20, 2022 - Jun 1, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -6.90% Mar 26, 2026 - Apr 30, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.39% Jul 22, 2024 - Aug 19, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.17% Jul 24, 2014 - Aug 15, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.94% Sep 14, 2023 - Oct 13, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.51% Mar 4, 2022 - Mar 23, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.08% Apr 3, 2024 - Apr 29, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.88% Dec 1, 2023 - Feb 16, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.47% Apr 30, 2026 - May 8, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.11% Oct 16, 2023 - Nov 2, 2023 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.55% May 20, 2024 - Jun 24, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MLPX and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (1999 - 2026)
MLPX vs SPY dividend yield comparison.
| Year | MLPX | SPY |
|---|---|---|
| 2026 | 1.02% | 0.24% |
| 2025 | 4.88% | 1.07% |
| 2024 | 4.30% | 1.21% |
| 2023 | 5.22% | 1.40% |
| 2022 | 5.23% | 1.65% |
| 2021 | 5.98% | 1.20% |
| 2020 | 8.32% | 1.52% |
| 2019 | 5.78% | 1.75% |
| 2018 | 5.77% | 2.04% |
| 2017 | 4.36% | 1.80% |
| 2016 | 5.51% | 2.03% |
| 2015 | 4.81% | 2.06% |
| 2014 | 2.15% | 1.87% |
| 2013 | 0.68% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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