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MLPX and EIPI share 30.4% of their holdings.
| Side by side | MLPX | BKGI | EIPI |
|---|---|---|---|
| Strategy | Thematic · Infrastructure | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.45% | 0.65% | 1.11% |
| Cost per year on $10k | $45 | $65 | $111 |
| Trailing 12-mo yield | 4.00% | 3.05% | 6.53% |
| Income per year on $10k | $400 | $305 | $653 |
| YTD | +30.8% | +7.5% | +21.5% |
| 1 year | +36.2% | +10.1% | +24.3% |
| 3 years · per year | +27.6% | +22.6% | — |
| 5 years · per year | +20.3% | — | — |
| Worst drop · 1Y | −9.1% | −10.5% | −6.7% |
| Volatility · 1Y | 17.1% | 11.8% | 10.7% |
| Holdings | 29 | 37 | 121 |
| Assets | $3.7B | $1.9B | $1.1B |
| Leverage | None | None | None |
| Since | 2013 | 2022 | 2011 |
Highlighted = best in the row. Returns include dividends.