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MLPA and EIPI share 22.8% of their holdings.
| Side by side | MLPA | EIPI |
|---|---|---|
| Strategy | Sectors · Energy | Income · Dividend stocks |
| Expense ratio | 0.77% | 1.11% |
| Cost per year on $10k | $77 | $111 |
| Trailing 12-mo yield | 7.26% | 6.53% |
| Income per year on $10k | $726 | $653 |
| YTD | +21.1% | +21.5% |
| 1 year | +23.5% | +24.3% |
| 3 years · per year | +15.7% | — |
| 5 years · per year | +16.0% | — |
| Worst drop · 1Y | −7.8% | −6.7% |
| Volatility · 1Y | 12.4% | 10.7% |
| Holdings | 20 | 121 |
| Assets | $2.4B | $1.1B |
| Leverage | None | None |
| Since | 2012 | 2011 |
Highlighted = best in the row. Returns include dividends.