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MLPI vs. SPYI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MLPI vs. SPYI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) and NEOS S&P 500 High Income ETF (SPYI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MLPI achieves a 18.15% return, which is significantly higher than SPYI's 7.96% return.


MLPI

1D
-0.07%
1M
-0.05%
6M
11.52%
YTD
18.15%
1Y
3Y*
5Y*
10Y*
ALL TIME*

SPYI

1D
0.65%
1M
0.62%
6M
6.50%
YTD
7.96%
1Y
18.69%
3Y*
14.78%
5Y*
10Y*
ALL TIME*
14.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$23.44M$21.53M$19.40M
$155.71M$137.58M$149.04M

MLPI vs. SPYI - Yearly Performance Comparison


Correlation

The correlation between MLPI and SPYI is -0.23, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 18, 2025

-0.23

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Return for Risk

MLPI vs. SPYI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MLPI

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


SPYI
SPYI Risk / Return Rank: 7272
Overall Rank
SPYI Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
SPYI Sortino Ratio Rank: 6868
Sortino Ratio Rank
SPYI Omega Ratio Rank: 7373
Omega Ratio Rank
SPYI Calmar Ratio Rank: 6464
Calmar Ratio Rank
SPYI Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MLPI vs. SPYI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS MLP & Energy Infrastructure High Income ETF (MLPI) and NEOS S&P 500 High Income ETF (SPYI). 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.


MLPISPYIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.30

Calmar ratioReturn relative to maximum drawdown

2.23

Martin ratioReturn relative to average drawdown

10.69

MLPI vs. SPYI - Sharpe Ratio Comparison


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Drawdowns

MLPI vs. SPYI - Drawdown Comparison

The maximum MLPI drawdown since its inception was -5.38%, smaller than the maximum SPYI drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for MLPI and SPYI.


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Drawdown Indicators


MLPISPYIDifference

Max Drawdown

Largest peak-to-trough decline

-5.38%

-16.47%

+11.09%

Max Drawdown (1Y)

Largest decline over 1 year

-7.72%

Max Drawdown (3Y)

Largest decline over 3 years

-16.47%

Current Drawdown

Current decline from peak

-3.36%

-0.65%

-2.71%

Average Drawdown

Average peak-to-trough decline

-1.63%

-1.79%

+0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.61%

Volatility

MLPI vs. SPYI - Volatility Comparison


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Volatility by Period


MLPISPYIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.22%

Volatility (6M)

Calculated over the trailing 6-month period

8.68%

Volatility (1Y)

Calculated over the trailing 1-year period

13.31%

10.80%

+2.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.31%

12.96%

+0.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.31%

12.96%

+0.35%

MLPI vs. SPYI - Expense Ratio Comparison

Both MLPI and SPYI have an expense ratio of 0.68%.


Dividends

MLPI vs. SPYI - Dividend Comparison

MLPI's dividend yield for the trailing twelve months is around 8.63%, less than SPYI's 11.93% yield.


PositionTTM2025202420232022
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
8.63%0.00%0.00%0.00%0.00%
SPYI
NEOS S&P 500 High Income ETF
11.93%11.70%12.04%12.01%4.10%

Frequently Asked Questions


MLPI and SPYI have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.68% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

MLPI and SPYI have the same expense ratio: 0.68% per year.

SPYI has the higher dividend yield at 11.93%, compared with 8.63% for MLPI.

MLPI is categorized as Infrastructure Equities, while SPYI is Derivative Income.

Portfolio Optimizer

Find the right allocation for MLPI and SPYI

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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