MLPX vs. TYG
Compare and contrast key facts about Global X MLP & Energy Infrastructure ETF (MLPX) and Tortoise Energy Infrastructure Closed Fund (TYG).
MLPX is a passively managed fund by Global X that tracks the performance of the Solactive MLP & Energy Infrastructure Index. It was launched on Aug 7, 2013. TYG is an actively managed fund by Tortoise.
Performance
MLPX vs. TYG - Performance Comparison
Loading graphics...
MLPX vs. TYG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MLPX Global X MLP & Energy Infrastructure ETF | 23.52% | 4.96% | 42.90% | 15.77% | 21.54% | 39.63% | -20.32% | 19.04% | -15.64% | -4.53% |
TYG Tortoise Energy Infrastructure Closed Fund | 25.59% | 8.46% | 60.18% | -0.37% | 24.20% | 46.86% | -70.31% | 1.79% | -24.74% | 3.17% |
Returns By Period
In the year-to-date period, MLPX achieves a 23.52% return, which is significantly lower than TYG's 25.59% return. Over the past 10 years, MLPX has outperformed TYG with an annualized return of 14.53%, while TYG has yielded a comparatively lower 2.35% annualized return.
MLPX
- 1D
- -0.98%
- 1M
- 3.80%
- YTD
- 23.52%
- 6M
- 20.89%
- 1Y
- 21.69%
- 3Y*
- 29.25%
- 5Y*
- 24.62%
- 10Y*
- 14.53%
TYG
- 1D
- -0.24%
- 1M
- 1.04%
- YTD
- 25.59%
- 6M
- 22.94%
- 1Y
- 29.72%
- 3Y*
- 31.98%
- 5Y*
- 25.76%
- 10Y*
- 2.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MLPX vs. TYG - Expense Ratio Comparison
MLPX has a 0.45% expense ratio, which is lower than TYG's 2.90% expense ratio.
Return for Risk
MLPX vs. TYG — Risk / Return Rank
MLPX
TYG
MLPX vs. TYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X MLP & Energy Infrastructure ETF (MLPX) and Tortoise Energy Infrastructure Closed Fund (TYG). 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.
| MLPX | TYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.33 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.78 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.56 | -0.11 |
Martin ratioReturn relative to average drawdown | 4.48 | 6.61 | -2.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MLPX | TYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.33 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.24 | 1.09 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.05 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.11 | +0.25 |
Correlation
The correlation between MLPX and TYG is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MLPX vs. TYG - Dividend Comparison
MLPX's dividend yield for the trailing twelve months is around 4.06%, less than TYG's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLPX Global X MLP & Energy Infrastructure ETF | 4.06% | 4.88% | 4.30% | 5.22% | 5.23% | 5.98% | 8.32% | 5.78% | 5.77% | 4.36% | 5.50% | 4.81% |
TYG Tortoise Energy Infrastructure Closed Fund | 9.89% | 11.25% | 7.96% | 9.87% | 8.94% | 5.27% | 10.85% | 14.61% | 13.17% | 9.01% | 8.54% | 13.95% |
Drawdowns
MLPX vs. TYG - Drawdown Comparison
The maximum MLPX drawdown since its inception was -70.67%, smaller than the maximum TYG drawdown of -95.34%. Use the drawdown chart below to compare losses from any high point for MLPX and TYG.
Loading graphics...
Drawdown Indicators
| MLPX | TYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.67% | -95.34% | +24.67% |
Max Drawdown (1Y)Largest decline over 1 year | -14.92% | -18.76% | +3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -19.72% | -25.08% | +5.36% |
Max Drawdown (10Y)Largest decline over 10 years | -64.70% | -94.98% | +30.28% |
Current DrawdownCurrent decline from peak | -2.01% | -28.36% | +26.35% |
Average DrawdownAverage peak-to-trough decline | -16.81% | -29.40% | +12.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.81% | 4.42% | +0.39% |
Volatility
MLPX vs. TYG - Volatility Comparison
The current volatility for Global X MLP & Energy Infrastructure ETF (MLPX) is 3.63%, while Tortoise Energy Infrastructure Closed Fund (TYG) has a volatility of 7.81%. This indicates that MLPX experiences smaller price fluctuations and is considered to be less risky than TYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MLPX | TYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 7.81% | -4.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 13.83% | -3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 22.42% | -3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 23.76% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.59% | 51.23% | -24.64% |