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BAB vs EMO

Comparison between INVESCO TAXABLE MUNICIPAL BOND ETF (BAB, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed BAB, delivering a return of +25.0% compared to -0.5%

BAB vs EMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BAB
$1.10B
EMO
$1.10B
Expense Ratio
BAB
0.28%
EMO
N/A
Max Drawdown
Winner
BAB
29.50%
EMO
97.19%
Sharpe Ratio
BAB
0.47
Winner
EMO
0.78
5Y Beta
Winner
BAB
0.04
EMO
0.53
5Y Dividends CAGR
BAB
5.51%
Winner
EMO
28.50%

BAB vs EMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BAB
+1.44%
EMO
-6.24%
3M
Winner
BAB
-0.31%
EMO
-5.22%
6M
BAB
+0.47%
Winner
EMO
+15.98%
1Y
BAB
+6.38%
Winner
EMO
+17.09%
5Y(CAGR)
BAB
-0.55%
Winner
EMO
+24.96%
10Y(CAGR)
BAB
+2.19%
Winner
EMO
+7.03%
Max(CAGR)
Winner
BAB
+4.72%
EMO
+3.81%

BAB vs EMO - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearBABEMO
2026+0.46%+12.00%
2025+8.22%+6.99%
2024+1.68%+44.57%
2023+7.83%+36.60%
2022-18.48%+34.91%
2021+1.06%+74.02%
2020+8.66%-65.02%
2019+10.85%+15.33%
2018+1.36%-27.49%
2017+9.76%-1.34%
2016+4.06%+13.87%
2015-0.61%-42.18%
2014+16.75%+9.30%
2013-5.13%+13.80%
2012+11.26%+15.44%
2011+21.17%-1.56%
2010+9.24%N/A
2009-2.68%N/A

BAB vs EMO Drawdown Comparison

The maximum drawdown for BAB was -27.80%, occurring on Mar 19, 2020. Recovery took 224 trading sessions.

The maximum drawdown for EMO was -95.09%, occurring on Mar 18, 2020. Recovery took 2614 trading sessions.

The current BAB drawdown is -5.41%. The current EMO drawdown is -8.96%.

RankBABEMO
#1-27.80%
Mar 9, 2020 - Jan 27, 2021
-95.09%
Aug 28, 2014 - Jan 21, 2025
#2-24.94%
Aug 3, 2021 - Oct 24, 2022
-22.28%
Jul 27, 2011 - Feb 10, 2012
#3-12.13%
May 1, 2013 - May 28, 2014
-18.81%
Apr 2, 2025 - Aug 29, 2025
#4-8.31%
Jul 29, 2016 - Aug 23, 2017
-13.19%
Oct 4, 2012 - Jan 2, 2013
#5-7.40%
Jan 30, 2015 - Feb 2, 2016
-11.04%
May 24, 2013 - May 7, 2014
#6-6.99%
Aug 26, 2010 - May 4, 2011
-10.87%
Aug 29, 2025 - Jan 13, 2026
#7-6.51%
Aug 4, 2011 - Aug 18, 2011
-10.63%
Mar 25, 2026 - Apr 17, 2026
#8-5.52%
Oct 3, 2011 - Nov 23, 2011
-9.78%
Mar 27, 2012 - Jul 18, 2012
#9-5.40%
Jan 27, 2021 - Jul 6, 2021
-7.80%
Jan 21, 2025 - Apr 2, 2025
#10-4.65%
Jul 25, 2012 - Nov 8, 2012
-7.03%
Jul 1, 2014 - Aug 20, 2014
#11-4.26%
Aug 28, 2019 - Jan 27, 2020
-4.30%
Feb 28, 2013 - Mar 27, 2013
#12-3.75%
Dec 29, 2017 - Dec 19, 2018
-4.12%
Feb 8, 2013 - Feb 27, 2013
#13-3.62%
Nov 30, 2009 - Feb 5, 2010
-4.04%
Aug 20, 2012 - Sep 20, 2012
#14-3.20%
Mar 7, 2012 - Apr 9, 2012
-3.96%
Mar 2, 2026 - Mar 20, 2026
#15-2.95%
Sep 22, 2011 - Oct 3, 2011
-3.79%
Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between BAB and EMO is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31
-101

Dividend Comparison (2010 - 2026)

BAB vs EMO dividend yield comparison.

YearBABEMO
20261.73%3.70%
20253.96%9.41%
20243.97%7.15%
20233.65%6.79%
20223.40%6.71%
20212.63%6.71%
20202.96%15.82%
20193.77%10.94%
20184.20%16.39%
20173.96%10.85%
20164.26%9.76%
20154.71%11.88%
20144.59%5.91%
20135.18%5.89%
20124.87%6.44%
20115.21%3.46%
20105.89%0.00%

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