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MLPR vs ATMP

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN vs Barclays ETN+ Select MLP ETN

MLPR

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN

UBS

Annual cost

0.00%

Fund size

$11M

ATMP

Barclays ETN+ Select MLP ETN

Barclays

Annual cost

0.95%

Fund size

$657M

Key differences

  • MLPR costs 0.95% less per year.
  • ATMP is significantly larger than MLPR — larger funds tend to be more liquid and less likely to close.
  • MLPR follows a leveraged strategy; ATMP uses index tracking.
  • Over the last 3 years, MLPR has delivered higher annualized returns.
  • ATMP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MLPRATMP
Annual cost (TER)0.00%0.95%
Fund size (AUM)$11M$657M
Since20202013
Dividend yield8.85%4.41%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedindex tracking
CAGR 1Y+35.2%+26.9%
CAGR 3Y+32.2%+28.9%
CAGR 5Y+30.2%+24.3%
Sharpe 3Y1.131.43
Volatility 1Y20.56%14.07%
Max drawdown-48.99%-70.30%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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