MLPX vs. EMLP: Does Active Management in Energy Infrastructure Justify the Extra Fee Cost?
Explore how portfolio composition and management style shape income and volatility for these two energy infrastructure ETFs.
Overview
Global X - MLP & Energy Infrastructure ETF (NYSEMKT:MLPX) offers a lower-cost, high-yield path to energy infrastructure, while First Trust North American Energy Infrastructure Fund (NYSEMKT:EMLP) provides an actively managed, diversified utility-heavy alternative.
Investors looking for exposure to the North American energy infrastructure sector generally weigh the merits of pure-play pipeline funds against more diversified portfolios. While both ETFs target companies that move and store fuel, their underlying investment strategies result in notably different risk-return profiles. This comparison evaluates how a passive, low-cost index tracker measures up against a more broadly diversified, actively managed fund that incorporates utility companies.
Details
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.
Source
Originally published at www.fool.com.
Related Articles
- 51% of U.S. adults say the American Dream is out of reach for most people right now: CNBC survey
- A massive 16% market swing just rocked South Korea over 24 hours. The retail ‘ants’ holding the wheel are driving dangerously.
- I’m 60, retired with $3 million. My fiancée, 55, has $1 million but plans to work for the next 10 years. Are we compatible?