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MLPX vs AMZA

Global X MLP & Energy Infrastructure ETF vs InfraCap MLP ETF

MLPX

Global X MLP & Energy Infrastructure ETF

Global X Funds

Annual cost

0.45%

Fund size

$3.5B

AMZA

InfraCap MLP ETF

Virtus

Annual cost

1.72%

Fund size

$464M

Key differences

  • MLPX costs 1.27% less per year.
  • MLPX is significantly larger than AMZA — larger funds tend to be more liquid and less likely to close.
  • MLPX follows a index tracking strategy; AMZA uses active selection.
  • Over the last 3 years, MLPX has delivered higher annualized returns.

Side-by-side comparison

MLPXAMZA
Annual cost (TER)0.45%1.72%
Fund size (AUM)$3.5B$464M
Since20132014
Dividend yield3.96%7.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.3%+18.9%
CAGR 3Y+30.0%+21.9%
CAGR 5Y+22.6%+21.2%
Sharpe 3Y1.420.88
Volatility 1Y15.20%17.74%
Max drawdown-64.62%-86.84%

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

Similar to MLPX and AMZA