BALI vs EMO

Comparison between BlackRock Advantage Large Cap Income ETF (BALI, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

BALI vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BALI(ETF)	EMO(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.35%	N/A
Max Drawdown	18.92%	97.19%
Sharpe Ratio	1.77	1.02
5Y Beta	0.81	0.48
P/E Ratio	27.05	N/A
Forward P/E	19.79	N/A
PEG Ratio	-0.78	N/A
5Y Dividends CAGR	N/A	28.59%
5Y EPS CAGR	25.27%	N/A
Debt to Equity	31.92%	N/A
P/S Ratio	2.93	N/A
P/B Ratio	5.09	N/A

Net Assets

BALI

$1.20B

EMO

$1.20B

Expense Ratio

BALI

0.35%

EMO

N/A

Max Drawdown

Winner

BALI

18.92%

EMO

97.19%

Sharpe Ratio

Winner

BALI

1.77

EMO

1.02

5Y Beta

BALI

0.81

Winner

EMO

0.48

P/E Ratio

BALI

27.05

EMO

N/A

Forward P/E

BALI

19.79

EMO

N/A

PEG Ratio

BALI

-0.78

EMO

N/A

5Y Dividends CAGR

BALI

N/A

EMO

28.59%

5Y EPS CAGR

BALI

25.27%

EMO

N/A

Debt to Equity

BALI

31.92%

EMO

N/A

P/S Ratio

BALI

2.93

EMO

N/A

P/B Ratio

BALI

5.09

EMO

N/A

BALI vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	BALI	EMO
1 month	+4.31%	+2.08%
3 months	+6.63%	+4.43%
6 months	+13.60%	+9.34%
1 year	+24.55%	+19.56%
5 years(CAGR)	N/A	+30.44%
10 years(CAGR)	N/A	+7.19%
Max(CAGR)	+22.36%	+4.19%

Winner

BALI

+4.31%

EMO

+2.08%

Winner

BALI

+6.63%

EMO

+4.43%

Winner

BALI

+13.60%

EMO

+9.34%

Winner

BALI

+24.55%

EMO

+19.56%

5Y(CAGR)

BALI

N/A

EMO

+30.44%

10Y(CAGR)

BALI

N/A

EMO

+7.19%

Max(CAGR)

Winner

BALI

+22.36%

EMO

+4.19%

BALI vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BALI	EMO
2026	+15.99%	+19.07%
2025	+14.52%	+6.99%
2024	+22.61%	+44.57%
2023	+9.51%	+36.60%
2022	N/A	+34.91%
2021	N/A	+74.02%
2020	N/A	-65.02%
2019	N/A	+15.33%
2018	N/A	-27.49%
2017	N/A	-1.34%
2016	N/A	+13.87%
2015	N/A	-42.18%
2014	N/A	+9.30%
2013	N/A	+13.80%
2012	N/A	+15.44%
2011	N/A	-1.56%

BALI vs EMO Drawdown Comparison

The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.

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

The current EMO drawdown is -3.34%.

Rank	BALI	EMO
#1	-16.62% Dec 5, 2024 - Jun 30, 2025	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-7.74% Jul 16, 2024 - Sep 19, 2024	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-6.71% Feb 25, 2026 - Apr 14, 2026	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-5.26% Oct 16, 2023 - Nov 7, 2023	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-4.79% Mar 28, 2024 - May 14, 2024	-11.04% May 24, 2013 - May 7, 2014
#6	-3.64% Nov 11, 2025 - Nov 28, 2025	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-3.49% Jun 2, 2026 - Jul 10, 2026	-10.63% Mar 25, 2026 - Jul 24, 2026
#8	-2.77% Oct 8, 2025 - Oct 27, 2025	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-2.24% Jul 25, 2025 - Aug 8, 2025	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-2.16% Feb 2, 2026 - Feb 25, 2026	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-2.13% Oct 18, 2024 - Nov 6, 2024	-4.68% Jul 24, 2026 - Aug 5, 2026
#12	-2.07% Dec 11, 2025 - Dec 23, 2025	-4.30% Feb 28, 2013 - Mar 27, 2013
#13	-2.03% Nov 11, 2024 - Nov 26, 2024	-4.12% Feb 8, 2013 - Feb 27, 2013
#14	-1.96% Jan 12, 2026 - Jan 26, 2026	-4.04% Aug 20, 2012 - Sep 20, 2012
#15	-1.91% Jul 15, 2026 - Jul 31, 2026	-3.96% Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between BALI and EMO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2011 - 2026)

BALI vs EMO dividend yield comparison.

Year	BALI	EMO
2026	4.62%	4.94%
2025	8.51%	9.41%
2024	7.13%	7.15%
2023	2.13%	6.79%
2022	0.00%	6.71%
2021	0.00%	6.71%
2020	0.00%	15.82%
2019	0.00%	10.94%
2018	0.00%	16.39%
2017	0.00%	10.85%
2016	0.00%	9.76%
2015	0.00%	11.88%
2014	0.00%	5.91%
2013	0.00%	5.89%
2012	0.00%	6.44%
2011	0.00%	3.46%