USMC vs MLPX
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF).
5-Year PerformanceMLPX has outperformed USMC, delivering a return of +20.5% compared to +14.7%
USMC vs MLPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.50B
MLPX
$3.50B
Expense Ratio
Winner
USMC
0.12%
MLPX
0.45%
Max Drawdown
Winner
USMC
29.97%
MLPX
77.53%
Sharpe Ratio
USMC
1.28
Winner
MLPX
1.32
5Y Beta
USMC
0.93
Winner
MLPX
0.48
P/E Ratio
USMC
28.90
Winner
MLPX
22.13
Forward P/E
USMC
20.98
Winner
MLPX
17.17
PEG Ratio
USMC
0.50
MLPX
N/A
5Y Dividends CAGR
USMC
-0.46%
Winner
MLPX
6.50%
5Y EPS CAGR
Winner
USMC
29.41%
MLPX
19.28%
Debt to Equity
USMC
42.86%
MLPX
N/A
P/S Ratio
USMC
5.41
Winner
MLPX
1.55
P/B Ratio
USMC
6.95
Winner
MLPX
3.56
USMC vs MLPX - Holdings Comparison
USMC and MLPX have 1 common holdings. Overlap is 0.00%
USMC's top 25 holdings weight is 98.06%. MLPX's top 25 holdings weight is 98.37%.
| Rank | USMC | MLPX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.42% | TC ENERGY CORP (n/a) - 9.25% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.82% | ENBRIDGE INC (n/a) - 9.20% |
| #3 | APPLE INC (AAPL) - 6.99% | WILLIAMS COMPANIES INC (WMB) - 8.52% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 6.08% | KINDER MORGAN INC CLASS P (KMI) - 7.76% |
| #5 | BROADCOM INC (AVGO) - 5.79% | ONEOK INC (OKE) - 7.09% |
| #6 | MICROSOFT CORP (MSFT) - 5.29% | TARGA RESOURCES CORP (TRGP) - 6.74% |
| #7 | VISA INC CLASS A (V) - 4.05% | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.65% |
| #8 | JPMORGAN CHASE & CO (JPM) - 3.97% | PEMBINA PIPELINE CORP (n/a) - 4.60% |
| #9 | AMAZON.COM INC (AMZN) - 3.92% | CHENIERE ENERGY INC (LNG) - 4.59% |
| #10 | MASTERCARD INC CLASS A (MA) - 3.85% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.42% |
| #11 | COSTCO WHOLESALE CORP (COST) - 3.76% | ENERGY TRANSFER LP (ET) - 4.28% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.73% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.21% |
| #13 | NETFLIX INC (NFLX) - 3.59% | WESTERN MIDSTREAM PARTNERS LP (WES) - 3.65% |
| #14 | BANK OF AMERICA CORP (BAC) - 3.22% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.62% |
| #15 | GE AEROSPACE (GE) - 2.95% | SOUTH BOW CORP (SOBO) - 2.31% |
| #16 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.90% | ANTERO MIDSTREAM CORP (AM) - 2.07% |
| #17 | ABBVIE INC (ABBV) - 2.86% | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 1.95% |
| #18 | JOHNSON & JOHNSON (JNJ) - 2.80% | ARCHROCK INC (AROC) - 1.79% |
| #19 | PROCTER & GAMBLE CO (PG) - 2.61% | KODIAK GAS SERVICES INC (KGS) - 1.71% |
| #20 | CATERPILLAR INC (CAT) - 2.57% | HESS MIDSTREAM LP CLASS A (HESM) - 1.47% |
| #21 | TESLA INC (TSLA) - 2.28% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.41% |
| #22 | ELI LILLY AND CO (LLY) - 2.27% | CHENIERE ENERGY PARTNERS LP (CQP) - 0.91% |
| #23 | CHEVRON CORP (CVX) - 2.20% | KINETIK HOLDINGS INC (KNTK) - 0.79% |
| #24 | EXXON MOBIL CORP (XOM) - 2.16% | USA COMPRESSION PARTNERS LP (USAC) - 0.75% |
| #25 | WALMART INC (WMT) - 1.98% | NGL ENERGY PARTNERS LP (NGL) - 0.63% |
| Total Holdings | 28 | 30 |
USMC vs MLPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMC
+0.22%
MLPX
+0.03%
3M
Winner
USMC
+10.10%
MLPX
+4.46%
6M
USMC
+6.70%
Winner
MLPX
+25.73%
1Y
USMC
+19.32%
Winner
MLPX
+24.94%
5Y(CAGR)
USMC
+14.74%
Winner
MLPX
+20.45%
10Y(CAGR)
Winner
USMC
+14.89%
MLPX
+12.65%
Max(CAGR)
Winner
USMC
+14.89%
MLPX
+9.42%
USMC vs MLPX - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | USMC | MLPX |
|---|---|---|
| 2026 | +6.97% | +23.88% |
| 2025 | +15.84% | +3.04% |
| 2024 | +30.19% | +42.39% |
| 2023 | +31.46% | +18.35% |
| 2022 | -17.74% | +19.17% |
| 2021 | +27.40% | +40.65% |
| 2020 | +14.89% | -20.33% |
| 2019 | +28.26% | +16.66% |
| 2018 | -2.42% | -17.62% |
| 2017 | +5.48% | -5.44% |
| 2016 | N/A | +34.69% |
| 2015 | N/A | -36.15% |
| 2014 | N/A | +17.80% |
| 2013 | N/A | +10.09% |
USMC vs MLPX Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for MLPX was -70.63%, occurring on Mar 18, 2020. Recovery took 1885 trading sessions.
The current USMC drawdown is -2.50%. The current MLPX drawdown is -4.43%.
| Rank | USMC | MLPX |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -70.63% Sep 5, 2014 - Mar 2, 2022 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -19.72% Jun 7, 2022 - Aug 9, 2023 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -16.77% Jan 21, 2025 - Jan 27, 2026 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -9.48% Nov 29, 2024 - Jan 14, 2025 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -8.59% Apr 20, 2022 - Jun 1, 2022 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -7.33% May 19, 2026 - May 29, 2026 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -6.90% Mar 26, 2026 - Apr 30, 2026 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -6.39% Jul 22, 2024 - Aug 19, 2024 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -6.17% Jul 24, 2014 - Aug 15, 2014 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -5.94% Sep 14, 2023 - Oct 13, 2023 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -5.51% Mar 4, 2022 - Mar 23, 2022 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -5.08% Apr 3, 2024 - Apr 29, 2024 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -4.88% Dec 1, 2023 - Feb 16, 2024 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -4.47% Apr 30, 2026 - May 14, 2026 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -4.11% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between USMC and MLPX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
USMC vs MLPX dividend yield comparison.
| Year | USMC | MLPX |
|---|---|---|
| 2026 | 0.20% | 2.02% |
| 2025 | 0.79% | 4.88% |
| 2024 | 1.04% | 4.30% |
| 2023 | 1.35% | 5.22% |
| 2022 | 1.78% | 5.23% |
| 2021 | 1.53% | 5.98% |
| 2020 | 1.55% | 8.32% |
| 2019 | 2.01% | 5.78% |
| 2018 | 2.28% | 5.77% |
| 2017 | 0.24% | 4.36% |
| 2016 | 0.00% | 5.51% |
| 2015 | 0.00% | 4.81% |
| 2014 | 0.00% | 2.15% |
| 2013 | 0.00% | 0.68% |
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