Energy ETFs: MLPX Delivers More Income, Lower Fees
Key takeaways
- Investors seeking energy sector exposure often choose between stable income and thematic growth.
- Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns.
- With an expense ratio of 0.45%, the Global X fund is slightly more affordable than the VanEck fund.
Investors seeking energy sector exposure often choose between stable income and thematic growth. These two funds represent distinct corners of the market: the steady midstream infrastructure of master limited partnerships versus the specialized, high-growth potential of the global nuclear power industry and uranium mining companies. This analysis examines how their underlying strategies and risk profiles differ.
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
With an expense ratio of 0.45%, the Global X fund is slightly more affordable than the VanEck fund. Income-focused investors may prefer the Global X fund for its 4.20% distribution yield, which significantly outpaces the 2.40% yield of its nuclear-focused peer.