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