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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 +20.9% compared to +13.0%

MLPX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MLPX
$3.50B
Winner
SPY
$784B
Expense Ratio
MLPX
0.45%
Winner
SPY
0.09%
Max Drawdown
MLPX
77.53%
Winner
SPY
56.47%
Sharpe Ratio
MLPX
1.30
Winner
SPY
1.54
5Y Beta
Winner
MLPX
0.47
SPY
1.00
P/E Ratio
Winner
MLPX
21.45
SPY
27.62
Forward P/E
Winner
MLPX
16.91
SPY
21.11
5Y Dividends CAGR
Winner
MLPX
6.50%
SPY
6.00%
5Y EPS CAGR
MLPX
19.28%
Winner
SPY
25.30%
Debt to Equity
MLPX
N/A
SPY
31.11%
P/S Ratio
Winner
MLPX
1.50
SPY
3.49
P/B Ratio
Winner
MLPX
3.51
SPY
5.30

MLPX vs SPY - Holdings Comparison

MLPX and SPY have 5 common holdings. Overlap is 0.41%

MLPX's top 25 holdings weight is 98.37%. SPY's top 25 holdings weight is 51.24%.

RankMLPXSPY
#1
TC ENERGY CORP (n/a) - 9.25%
NVIDIA CORP (NVDA) - 7.81%
#2
ENBRIDGE INC (n/a) - 9.20%
APPLE INC (AAPL) - 6.81%
#3
WILLIAMS COMPANIES INC (WMB) - 8.52%
MICROSOFT CORP (MSFT) - 4.53%
#4
KINDER MORGAN INC CLASS P (KMI) - 7.76%
AMAZON.COM INC (AMZN) - 3.72%
#5
ONEOK INC (OKE) - 7.09%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
TARGA RESOURCES CORP (TRGP) - 6.74%
BROADCOM INC (AVGO) - 2.77%
#7
MPLX LP PARTNERSHIP UNITS (MPLX) - 4.65%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
PEMBINA PIPELINE CORP (n/a) - 4.60%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
CHENIERE ENERGY INC (LNG) - 4.59%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.42%
TESLA INC (TSLA) - 1.76%
#11
ENERGY TRANSFER LP (ET) - 4.28%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.21%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
WESTERN MIDSTREAM PARTNERS LP (WES) - 3.65%
ELI LILLY AND CO (LLY) - 1.38%
#14
PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.62%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
SOUTH BOW CORP (SOBO) - 2.31%
EXXON MOBIL CORP (XOM) - 0.92%
#16
ANTERO MIDSTREAM CORP (AM) - 2.07%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 1.95%
VISA INC CLASS A (V) - 0.87%
#18
ARCHROCK INC (AROC) - 1.79%
INTEL CORP (INTC) - 0.85%
#19
KODIAK GAS SERVICES INC (KGS) - 1.71%
WALMART INC (WMT) - 0.82%
#20
HESS MIDSTREAM LP CLASS A (HESM) - 1.47%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.41%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
CHENIERE ENERGY PARTNERS LP (CQP) - 0.91%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
KINETIK HOLDINGS INC (KNTK) - 0.79%
CATERPILLAR INC (CAT) - 0.68%
#24
USA COMPRESSION PARTNERS LP (USAC) - 0.75%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
NGL ENERGY PARTNERS LP (NGL) - 0.63%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings30505

MLPX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MLPX
-5.31%
Winner
SPY
-1.41%
3M
MLPX
-1.47%
Winner
SPY
+12.54%
6M
Winner
MLPX
+23.81%
SPY
+6.77%
1Y
Winner
MLPX
+23.72%
SPY
+22.18%
5Y(CAGR)
Winner
MLPX
+20.90%
SPY
+13.04%
10Y(CAGR)
MLPX
+12.29%
Winner
SPY
+15.54%
Max(CAGR)
Winner
MLPX
+9.28%
SPY
+8.44%

MLPX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMLPXSPY
2026+22.27%+7.90%
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%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -5.67%. The current SPY drawdown is -3.22%.

RankMLPXSPY
#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
#6-7.40%
May 19, 2026 - Jun 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.90%
Mar 26, 2026 - Apr 30, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.39%
Jul 22, 2024 - Aug 19, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.17%
Jul 24, 2014 - Aug 15, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.94%
Sep 14, 2023 - Oct 13, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.51%
Mar 4, 2022 - Mar 23, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.08%
Apr 3, 2024 - Apr 29, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.88%
Dec 1, 2023 - Feb 16, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.47%
Apr 30, 2026 - May 14, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.11%
Oct 16, 2023 - Nov 2, 2023		-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.

YearMLPXSPY
20262.04%0.50%
20254.88%1.07%
20244.30%1.21%
20235.22%1.40%
20225.23%1.65%
20215.98%1.20%
20208.32%1.52%
20195.78%1.75%
20185.77%2.04%
20174.36%1.80%
20165.51%2.03%
20154.81%2.06%
20142.15%1.87%
20130.68%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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