CAIE vs EMO
Comparison between CALAMOS AUTOCALLABLE INCOME ETF (CAIE, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).
CAIE vs EMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CAIE
$1.20B
EMO
$1.20B
Expense Ratio
CAIE
0.74%
EMO
N/A
Max Drawdown
Winner
CAIE
11.17%
EMO
97.19%
Sharpe Ratio
Winner
CAIE
1.34
EMO
1.03
5Y Beta
CAIE
0.88
Winner
EMO
0.48
5Y Dividends CAGR
CAIE
N/A
EMO
28.59%
CAIE vs EMO - Historical Returns
Returns include dividend reinvestment.
1M
CAIE
+1.80%
Winner
EMO
+3.15%
3M
CAIE
+3.24%
Winner
EMO
+5.91%
6M
Winner
CAIE
+9.48%
EMO
+8.88%
1Y
CAIE
+20.60%
Winner
EMO
+22.63%
5Y(CAGR)
CAIE
N/A
EMO
+30.32%
10Y(CAGR)
CAIE
N/A
EMO
+7.61%
Max(CAGR)
Winner
CAIE
+24.38%
EMO
+4.30%
CAIE vs EMO - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | CAIE | EMO |
|---|---|---|
| 2026 | +10.93% | +21.05% |
| 2025 | +15.19% | +6.99% |
| 2024 | N/A | +44.57% |
| 2023 | N/A | +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% |
CAIE vs EMO Drawdown Comparison
The maximum drawdown for CAIE was -7.73%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for EMO was -95.09%, occurring on Mar 18, 2020. Recovery took 2614 trading sessions.
The current CAIE drawdown is -0.22%. The current EMO drawdown is -1.72%.
| Rank | CAIE | EMO |
|---|---|---|
| #1 | -7.73% Jan 9, 2026 - Apr 14, 2026 | -95.09% Aug 28, 2014 - Jan 21, 2025 |
| #2 | -3.41% Jun 2, 2026 - Aug 4, 2026 | -22.28% Jul 27, 2011 - Feb 10, 2012 |
| #3 | -3.25% Jul 25, 2025 - Aug 12, 2025 | -18.81% Apr 2, 2025 - Aug 29, 2025 |
| #4 | -3.21% Oct 9, 2025 - Oct 27, 2025 | -13.19% Oct 4, 2012 - Jan 2, 2013 |
| #5 | -2.94% Oct 29, 2025 - Nov 28, 2025 | -11.04% May 24, 2013 - May 7, 2014 |
| #6 | -2.57% Dec 11, 2025 - Dec 23, 2025 | -10.87% Aug 29, 2025 - Jan 13, 2026 |
| #7 | -2.40% Aug 13, 2025 - Aug 26, 2025 | -10.63% Mar 25, 2026 - Jul 24, 2026 |
| #8 | -1.65% Aug 28, 2025 - Sep 8, 2025 | -9.78% Mar 27, 2012 - Jul 18, 2012 |
| #9 | -1.49% Sep 22, 2025 - Oct 1, 2025 | -7.80% Jan 21, 2025 - Apr 2, 2025 |
| #10 | -1.38% May 14, 2026 - May 26, 2026 | -7.03% Jul 1, 2014 - Aug 20, 2014 |
| #11 | -1.25% Jul 3, 2025 - Jul 10, 2025 | -4.68% Jul 24, 2026 - Aug 5, 2026 |
| #12 | -1.18% Dec 24, 2025 - Jan 6, 2026 | -4.30% Feb 28, 2013 - Mar 27, 2013 |
| #13 | -0.75% Apr 17, 2026 - Apr 22, 2026 | -4.12% Feb 8, 2013 - Feb 27, 2013 |
| #14 | -0.70% Apr 27, 2026 - Apr 30, 2026 | -4.04% Aug 20, 2012 - Sep 20, 2012 |
| #15 | -0.54% Dec 4, 2025 - Dec 10, 2025 | -3.96% Mar 2, 2026 - Mar 20, 2026 |
Correlation
Correlation between CAIE and EMO is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2011 - 2026)
CAIE vs EMO dividend yield comparison.
| Year | CAIE | EMO |
|---|---|---|
| 2026 | 8.17% | 4.86% |
| 2025 | 7.46% | 9.41% |
| 2024 | 0.00% | 7.15% |
| 2023 | 0.00% | 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% |
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