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BTOT vs. MLPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTOT vs. MLPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Total USD Fixed Income Market ETF (BTOT) and Global X MLP & Energy Infrastructure ETF (MLPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BTOT achieves a 1.04% return, which is significantly lower than MLPX's 23.61% return.


BTOT

1D
0.42%
1M
1.09%
YTD
1.04%
6M
0.97%
1Y
3Y*
5Y*
10Y*

MLPX

1D
-1.39%
1M
-5.31%
YTD
23.61%
6M
23.85%
1Y
23.77%
3Y*
28.96%
5Y*
20.92%
10Y*
12.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTOT vs. MLPX - Yearly Performance Comparison


Correlation

The correlation between BTOT and MLPX is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 11, 2025

-0.20

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Return for Risk

BTOT vs. MLPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTOT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


MLPX
MLPX Risk / Return Rank: 5151
Overall Rank
MLPX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
MLPX Sortino Ratio Rank: 4949
Sortino Ratio Rank
MLPX Omega Ratio Rank: 4545
Omega Ratio Rank
MLPX Calmar Ratio Rank: 6565
Calmar Ratio Rank
MLPX Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTOT vs. MLPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Total USD Fixed Income Market ETF (BTOT) and Global X MLP & Energy Infrastructure ETF (MLPX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BTOTMLPXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.27

Calmar ratioReturn relative to maximum drawdown

2.92

Martin ratioReturn relative to average drawdown

6.98

BTOT vs. MLPX - Sharpe Ratio Comparison


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Drawdowns

BTOT vs. MLPX - Drawdown Comparison

The maximum BTOT drawdown since its inception was -2.36%, smaller than the maximum MLPX drawdown of -70.67%. Use the drawdown chart below to compare losses from any high point for BTOT and MLPX.


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Drawdown Indicators


BTOTMLPXDifference

Max Drawdown

Largest peak-to-trough decline

-2.36%

-70.67%

+68.31%

Max Drawdown (1Y)

Largest decline over 1 year

-8.18%

Max Drawdown (3Y)

Largest decline over 3 years

-16.77%

Max Drawdown (5Y)

Largest decline over 5 years

-19.72%

Max Drawdown (10Y)

Largest decline over 10 years

-64.70%

Current Drawdown

Current decline from peak

-0.54%

-5.67%

+5.13%

Average Drawdown

Average peak-to-trough decline

-0.79%

-16.58%

+15.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

Volatility

BTOT vs. MLPX - Volatility Comparison


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Volatility by Period


BTOTMLPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.79%

Volatility (6M)

Calculated over the trailing 6-month period

11.89%

Volatility (1Y)

Calculated over the trailing 1-year period

3.73%

15.42%

-11.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.73%

20.00%

-16.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.73%

26.47%

-22.74%

BTOT vs. MLPX - Expense Ratio Comparison

BTOT has a 0.09% expense ratio, which is lower than MLPX's 0.45% expense ratio.


Dividends

BTOT vs. MLPX - Dividend Comparison

BTOT's dividend yield for the trailing twelve months is around 2.11%, less than MLPX's 4.15% yield.


PositionTTM20252024202320222021202020192018201720162015
BTOT
iShares Total USD Fixed Income Market ETF
2.11%0.22%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MLPX
Global X MLP & Energy Infrastructure ETF
4.15%4.88%4.30%5.22%5.23%5.98%8.32%5.78%5.77%4.36%5.50%4.81%

Frequently Asked Questions


BTOT and MLPX have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BTOT is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BTOT is cheaper with a 0.09% expense ratio, compared with 0.45% for MLPX.

MLPX has the higher dividend yield at 4.15%, compared with 2.11% for BTOT.

BTOT is categorized as Total Bond Market, while MLPX is MLPs. BTOT tracks Bloomberg US Total Fixed Income Market Index, while MLPX tracks Solactive MLP & Energy Infrastructure Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.09% for BTOT and 0.45% for MLPX.

Portfolio Optimizer

Find the right allocation for BTOT and MLPX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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