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EIPI and MLPX share 30.8% of their holdings.
| Side by side | MLPA | EIPI | MLPX |
|---|---|---|---|
| Strategy | Sectors · Energy | Income · Dividend stocks | Thematic · Infrastructure |
| Expense ratio | 0.77% | 1.11% | 0.45% |
| Cost per year on $10k | $77 | $111 | $45 |
| Trailing 12-mo yield | 7.40% | 6.61% | 4.12% |
| Income per year on $10k | $740 | $661 | $412 |
| YTD | +18.8% | +20.1% | +26.8% |
| 1 year | +21.4% | +23.2% | +33.2% |
| 3 years · per year | +15.4% | — | +26.4% |
| 5 years · per year | +15.6% | — | +19.3% |
| Worst drop · 1Y | −7.8% | −6.7% | −9.1% |
| Volatility · 1Y | 12.7% | 10.8% | 17.3% |
| Holdings | 20 | 121 | 29 |
| Assets | $2.4B | $1.1B | $3.8B |
| Leverage | None | None | None |
| Since | 2012 | 2011 | 2013 |
Highlighted = best in the row. Returns include dividends.