^SIXU vs. MLPQ.L
Compare and contrast key facts about Utilities Select Sector Index (^SIXU) and Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (MLPQ.L).
MLPQ.L is a passively managed fund by Invesco that tracks the performance of the MSCI World/Energy NR USD. It was launched on May 15, 2013.
Performance
^SIXU vs. MLPQ.L - Performance Comparison
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^SIXU vs. MLPQ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
^SIXU Utilities Select Sector Index | 8.00% | 12.69% | 19.58% | -10.20% | -1.12% | 13.62% | -2.80% | 22.24% | 0.48% | 8.32% |
MLPQ.L Invesco Morningstar US Energy Infrastructure MLP UCITS ETF | 14.28% | 2.66% | 22.56% | 18.90% | 31.70% | 37.39% | -31.51% | 8.01% | -15.08% | -8.97% |
Different Trading Currencies
^SIXU is traded in USD, while MLPQ.L is traded in GBp. To make them comparable, the MLPQ.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ^SIXU achieves a 8.00% return, which is significantly lower than MLPQ.L's 14.28% return. Over the past 10 years, ^SIXU has underperformed MLPQ.L with an annualized return of 6.37%, while MLPQ.L has yielded a comparatively higher 9.49% annualized return.
^SIXU
- 1D
- 0.45%
- 1M
- -2.22%
- YTD
- 8.00%
- 6M
- 4.75%
- 1Y
- 16.54%
- 3Y*
- 10.85%
- 5Y*
- 7.58%
- 10Y*
- 6.37%
MLPQ.L
- 1D
- -3.38%
- 1M
- -2.00%
- YTD
- 14.28%
- 6M
- 14.00%
- 1Y
- 5.52%
- 3Y*
- 18.44%
- 5Y*
- 20.47%
- 10Y*
- 9.49%
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Return for Risk
^SIXU vs. MLPQ.L — Risk / Return Rank
^SIXU
MLPQ.L
^SIXU vs. MLPQ.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Utilities Select Sector Index (^SIXU) and Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (MLPQ.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ^SIXU | MLPQ.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.28 | +0.77 |
Sortino ratioReturn per unit of downside risk | 1.45 | 0.49 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.07 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 0.31 | +1.41 |
Martin ratioReturn relative to average drawdown | 4.11 | 1.00 | +3.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ^SIXU | MLPQ.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.28 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 1.00 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.33 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.14 | +0.24 |
Correlation
The correlation between ^SIXU and MLPQ.L is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Drawdowns
^SIXU vs. MLPQ.L - Drawdown Comparison
The maximum ^SIXU drawdown since its inception was -36.56%, smaller than the maximum MLPQ.L drawdown of -82.34%. Use the drawdown chart below to compare losses from any high point for ^SIXU and MLPQ.L.
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Drawdown Indicators
| ^SIXU | MLPQ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.56% | -75.62% | +39.06% |
Max Drawdown (1Y)Largest decline over 1 year | -9.82% | -16.22% | +6.40% |
Max Drawdown (5Y)Largest decline over 5 years | -27.79% | -19.04% | -8.75% |
Max Drawdown (10Y)Largest decline over 10 years | -36.56% | -74.07% | +37.51% |
Current DrawdownCurrent decline from peak | -2.98% | -4.80% | +1.82% |
Average DrawdownAverage peak-to-trough decline | -6.73% | -20.24% | +13.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 6.18% | -2.07% |
Volatility
^SIXU vs. MLPQ.L - Volatility Comparison
The current volatility for Utilities Select Sector Index (^SIXU) is 5.12%, while Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (MLPQ.L) has a volatility of 5.86%. This indicates that ^SIXU experiences smaller price fluctuations and is considered to be less risky than MLPQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ^SIXU | MLPQ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | 5.86% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | 10.43% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.86% | 19.69% | -3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 20.57% | -3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.36% | 28.50% | -9.14% |