MLOZX vs. STLG
Compare and contrast key facts about Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) and iShares Factors US Growth Style ETF (STLG).
MLOZX is managed by Cohen & Steers. It was launched on Dec 19, 2013. STLG is a passively managed fund by iShares that tracks the performance of the Russell US Large Cap Factors Growth Style Index. It was launched on Jan 14, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MLOZX or STLG.
Correlation
The correlation between MLOZX and STLG is 0.39, 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.
Performance
MLOZX vs. STLG - Performance Comparison
Key characteristics
MLOZX:
0.94
STLG:
1.62
MLOZX:
1.27
STLG:
2.17
MLOZX:
1.17
STLG:
1.29
MLOZX:
1.37
STLG:
2.31
MLOZX:
4.22
STLG:
8.46
MLOZX:
3.16%
STLG:
3.67%
MLOZX:
14.24%
STLG:
19.13%
MLOZX:
-72.28%
STLG:
-31.34%
MLOZX:
-4.14%
STLG:
0.00%
Returns By Period
In the year-to-date period, MLOZX achieves a 2.62% return, which is significantly lower than STLG's 5.29% return.
MLOZX
2.62%
-3.25%
3.99%
11.97%
10.99%
2.70%
STLG
5.29%
1.43%
15.02%
34.34%
19.02%
N/A
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MLOZX vs. STLG - Expense Ratio Comparison
MLOZX has a 0.90% expense ratio, which is higher than STLG's 0.25% expense ratio.
Risk-Adjusted Performance
MLOZX vs. STLG — Risk-Adjusted Performance Rank
MLOZX
STLG
MLOZX vs. STLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) and iShares Factors US Growth Style ETF (STLG). 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.
Dividends
MLOZX vs. STLG - Dividend Comparison
MLOZX's dividend yield for the trailing twelve months is around 9.98%, more than STLG's 0.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLOZX Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 9.98% | 10.24% | 4.61% | 3.66% | 3.81% | 6.57% | 5.21% | 4.44% | 3.86% | 3.72% | 6.05% | 3.17% |
STLG iShares Factors US Growth Style ETF | 0.21% | 0.22% | 0.21% | 0.14% | 0.00% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MLOZX vs. STLG - Drawdown Comparison
The maximum MLOZX drawdown since its inception was -72.28%, which is greater than STLG's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for MLOZX and STLG. For additional features, visit the drawdowns tool.
Volatility
MLOZX vs. STLG - Volatility Comparison
Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) has a higher volatility of 5.62% compared to iShares Factors US Growth Style ETF (STLG) at 5.05%. This indicates that MLOZX's price experiences larger fluctuations and is considered to be riskier than STLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.