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USAI vs. MLPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USAI vs. MLPX - Performance Comparison

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

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USAI vs. MLPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USAI
Pacer American Energy Independence ETF
21.85%0.69%43.99%14.21%19.82%37.10%-15.10%21.63%-17.31%3.69%
MLPX
Global X MLP & Energy Infrastructure ETF
21.36%4.96%42.90%15.77%21.54%39.63%-20.32%19.04%-15.64%2.94%

Returns By Period

The year-to-date returns for both stocks are quite close, with USAI having a 21.85% return and MLPX slightly lower at 21.36%.


USAI

1D
-2.15%
1M
-0.91%
YTD
21.85%
6M
18.66%
1Y
16.93%
3Y*
26.78%
5Y*
22.13%
10Y*

MLPX

1D
-1.74%
1M
-0.22%
YTD
21.36%
6M
19.18%
1Y
18.35%
3Y*
28.50%
5Y*
24.18%
10Y*
14.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USAI vs. MLPX - Expense Ratio Comparison

USAI has a 0.75% expense ratio, which is higher than MLPX's 0.45% expense ratio.


Return for Risk

USAI vs. MLPX — Risk / Return Rank

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

USAI
USAI Risk / Return Rank: 4040
Overall Rank
USAI Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
USAI Sortino Ratio Rank: 3939
Sortino Ratio Rank
USAI Omega Ratio Rank: 4444
Omega Ratio Rank
USAI Calmar Ratio Rank: 4040
Calmar Ratio Rank
USAI Martin Ratio Rank: 3434
Martin Ratio Rank

MLPX
MLPX Risk / Return Rank: 4747
Overall Rank
MLPX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
MLPX Sortino Ratio Rank: 4545
Sortino Ratio Rank
MLPX Omega Ratio Rank: 5050
Omega Ratio Rank
MLPX Calmar Ratio Rank: 4848
Calmar Ratio Rank
MLPX Martin Ratio Rank: 4242
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.

USAI vs. MLPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer American Energy Independence ETF (USAI) 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.


USAIMLPXDifference

Sharpe ratio

Return per unit of total volatility

0.86

0.97

-0.11

Sortino ratio

Return per unit of downside risk

1.17

1.30

-0.13

Omega ratio

Gain probability vs. loss probability

1.18

1.20

-0.02

Calmar ratio

Return relative to maximum drawdown

1.12

1.31

-0.19

Martin ratio

Return relative to average drawdown

3.17

4.07

-0.89

USAI vs. MLPX - Sharpe Ratio Comparison

The current USAI Sharpe Ratio is 0.86, which is comparable to the MLPX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of USAI and MLPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


USAIMLPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

0.97

-0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.09

1.21

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.35

+0.16

Correlation

The correlation between USAI and MLPX is 0.94, 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

USAI vs. MLPX - Dividend Comparison

USAI's dividend yield for the trailing twelve months is around 4.18%, more than MLPX's 4.13% yield.


TTM20252024202320222021202020192018201720162015
USAI
Pacer American Energy Independence ETF
4.18%5.03%3.62%4.99%5.41%6.15%7.67%6.50%5.56%0.08%0.00%0.00%
MLPX
Global X MLP & Energy Infrastructure ETF
4.13%4.88%4.30%5.22%5.23%5.98%8.32%5.78%5.77%4.36%5.50%4.81%

Drawdowns

USAI vs. MLPX - Drawdown Comparison

The maximum USAI drawdown since its inception was -65.25%, smaller than the maximum MLPX drawdown of -70.67%. Use the drawdown chart below to compare losses from any high point for USAI and MLPX.


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Drawdown Indicators


USAIMLPXDifference

Max Drawdown

Largest peak-to-trough decline

-65.25%

-70.67%

+5.42%

Max Drawdown (1Y)

Largest decline over 1 year

-15.52%

-14.92%

-0.60%

Max Drawdown (5Y)

Largest decline over 5 years

-20.68%

-19.72%

-0.96%

Max Drawdown (10Y)

Largest decline over 10 years

-64.70%

Current Drawdown

Current decline from peak

-4.86%

-3.72%

-1.14%

Average Drawdown

Average peak-to-trough decline

-9.46%

-16.80%

+7.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.47%

4.81%

+0.66%

Volatility

USAI vs. MLPX - Volatility Comparison

Pacer American Energy Independence ETF (USAI) and Global X MLP & Energy Infrastructure ETF (MLPX) have volatilities of 4.25% and 4.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USAIMLPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.25%

4.06%

+0.19%

Volatility (6M)

Calculated over the trailing 6-month period

10.85%

10.53%

+0.32%

Volatility (1Y)

Calculated over the trailing 1-year period

19.76%

18.97%

+0.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.45%

20.01%

+0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.44%

26.59%

+0.85%