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MLPX vs. NBET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MLPX vs. NBET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X MLP & Energy Infrastructure ETF (MLPX) and Neuberger Berman Energy Transition & Infrastructure ETF (NBET). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MLPX achieves a 26.75% return, which is significantly higher than NBET's 24.97% return.


MLPX

1D
0.31%
1M
2.91%
6M
17.40%
YTD
26.75%
1Y
26.87%
3Y*
26.63%
5Y*
22.92%
10Y*
12.35%
ALL TIME*
9.35%

NBET

1D
0.93%
1M
3.95%
6M
14.68%
YTD
24.97%
1Y
27.68%
3Y*
19.60%
5Y*
10Y*
ALL TIME*
13.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$36.85M$35.99M$31.05M
$197.04K$221.77K$179.90K

MLPX vs. NBET - Yearly Performance Comparison


2026 (YTD)2025202420232022
MLPX
Global X MLP & Energy Infrastructure ETF
26.75%4.96%42.90%15.77%-1.62%
NBET
Neuberger Berman Energy Transition & Infrastructure ETF
24.97%5.87%30.30%7.48%-6.07%

Correlation

The correlation between MLPX and NBET is 0.88, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.88

Correlation (3Y)
Balances recent behavior with more history.

0.77

Correlation (All Time)
Calculated using the full available price history since Apr 7, 2022

0.73

The correlation between MLPX and NBET shifts across timeframes, from 0.73 (all time) to 0.88 (1 year), reflecting how their relationship changes across market environments.

MLPX vs. NBET - Sectors Allocation Comparison


Sectors
MLPX
NBET

Energy

99.6%
88.9%

Utilities

0.4%
8.6%

Industrials

0.3%
2.6%

Basic Materials

-

0.9%

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Real Estate

-

-

Technology

-

-

Energy

MLPX
99.6%
NBET
88.9%

Utilities

MLPX
0.4%
NBET
8.6%

Industrials

MLPX
0.3%
NBET
2.6%

Basic Materials

MLPX

-

NBET
0.9%

Communication Services

MLPX

-

NBET

-

Consumer Cyclical

MLPX

-

NBET

-

Consumer Defensive

MLPX

-

NBET

-

Financial Services

MLPX

-

NBET

-

Healthcare

MLPX

-

NBET

-

Real Estate

MLPX

-

NBET

-

Technology

MLPX

-

NBET

-

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Return for Risk

MLPX vs. NBET — Risk / Return Rank

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

MLPX
MLPX Risk / Return Rank: 7474
Overall Rank
MLPX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
MLPX Sortino Ratio Rank: 7676
Sortino Ratio Rank
MLPX Omega Ratio Rank: 7070
Omega Ratio Rank
MLPX Calmar Ratio Rank: 8585
Calmar Ratio Rank
MLPX Martin Ratio Rank: 6464
Martin Ratio Rank

NBET
NBET Risk / Return Rank: 7474
Overall Rank
NBET Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
NBET Sortino Ratio Rank: 7474
Sortino Ratio Rank
NBET Omega Ratio Rank: 6868
Omega Ratio Rank
NBET Calmar Ratio Rank: 8585
Calmar Ratio Rank
NBET Martin Ratio Rank: 6666
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.

MLPX vs. NBET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X MLP & Energy Infrastructure ETF (MLPX) and Neuberger Berman Energy Transition & Infrastructure ETF (NBET). 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.


MLPXNBETDifference
Sharpe ratioReturn per unit of total volatility

-0.07

Sortino ratioReturn per unit of downside risk

+0.01

Omega ratioGain probability vs. loss probability

1.29

1.29

0.00

Calmar ratioReturn relative to maximum drawdown

3.27

3.30

-0.03

Martin ratioReturn relative to average drawdown

7.63

8.03

-0.39

MLPX vs. NBET - Sharpe Ratio Comparison

The current MLPX Sharpe Ratio is 1.71, which is comparable to the NBET Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of MLPX and NBET, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MLPX vs. NBET - Drawdown Comparison

The maximum MLPX drawdown since its inception was -70.67%, which is greater than NBET's maximum drawdown of -18.72%. Use the drawdown chart below to compare losses from any high point for MLPX and NBET.


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Drawdown Indicators


MLPXNBETDifference

Max Drawdown

Largest peak-to-trough decline

-70.67%

-18.72%

-51.95%

Max Drawdown (1Y)

Largest decline over 1 year

-8.18%

-8.00%

-0.18%

Max Drawdown (3Y)

Largest decline over 3 years

-16.77%

-17.38%

+0.61%

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

-3.27%

-3.76%

+0.49%

Average Drawdown

Average peak-to-trough decline

-16.47%

-5.06%

-11.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.49%

3.30%

+0.19%

Volatility

MLPX vs. NBET - Volatility Comparison

Global X MLP & Energy Infrastructure ETF (MLPX) has a higher volatility of 5.46% compared to Neuberger Berman Energy Transition & Infrastructure ETF (NBET) at 5.11%. This indicates that MLPX's price experiences larger fluctuations and is considered to be riskier than NBET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MLPXNBETDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

5.11%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

12.52%

11.79%

+0.73%

Volatility (1Y)

Calculated over the trailing 1-year period

15.68%

14.92%

+0.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.90%

19.43%

+0.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.14%

19.43%

+6.71%

MLPX vs. NBET - Expense Ratio Comparison

MLPX has a 0.45% expense ratio, which is lower than NBET's 0.65% expense ratio.


Dividends

MLPX vs. NBET - Dividend Comparison

MLPX's dividend yield for the trailing twelve months is around 4.05%, more than NBET's 2.41% yield.


PositionTTM20252024202320222021202020192018201720162015
MLPX
Global X MLP & Energy Infrastructure ETF
4.05%4.88%4.30%5.22%5.23%5.98%8.32%5.78%5.77%4.36%5.50%4.81%
NBET
Neuberger Berman Energy Transition & Infrastructure ETF
2.41%2.70%2.43%1.22%0.87%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


MLPX and NBET have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MLPX has higher volatility (5.46%) compared to NBET (5.11%). In terms of maximum drawdown, MLPX dropped -70.67% vs NBET's -18.72%.

On 3-year performance, MLPX leads with 26.63% vs 19.60% for NBET. On fees, MLPX is cheaper at 0.45% per year. On volatility, NBET has been the lower-risk option at 5.11%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, MLPX has performed better with a 26.63% return vs 19.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

MLPX is cheaper with a 0.45% expense ratio, compared with 0.65% for NBET.

MLPX has the higher dividend yield at 4.05%, compared with 2.41% for NBET.

They also come from different issuers: Global X and Neuberger Berman. Their fees differ too: 0.45% for MLPX and 0.65% for NBET.

NBET currently has the higher Sharpe Ratio (1.77 vs 1.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MLPX and NBET

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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