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DLS vs EMO

Comparison between WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed DLS, delivering a return of +25.0% compared to +7.1%

DLS vs EMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DLS
$1.10B
EMO
$1.10B
Expense Ratio
DLS
0.58%
EMO
N/A
Max Drawdown
Winner
DLS
66.03%
EMO
97.19%
Sharpe Ratio
Winner
DLS
1.24
EMO
0.78
5Y Beta
DLS
0.62
Winner
EMO
0.53
5Y Dividends CAGR
DLS
14.86%
Winner
EMO
28.50%

DLS vs EMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DLS
-0.44%
EMO
-6.24%
3M
Winner
DLS
+4.69%
EMO
-5.22%
6M
DLS
+9.83%
Winner
EMO
+15.98%
1Y
Winner
DLS
+22.66%
EMO
+17.09%
5Y(CAGR)
DLS
+7.13%
Winner
EMO
+24.96%
10Y(CAGR)
Winner
DLS
+7.95%
EMO
+7.03%
Max(CAGR)
Winner
DLS
+6.41%
EMO
+3.81%

DLS vs EMO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearDLSEMO
2026+6.45%+12.00%
2025+34.27%+6.99%
2024+4.27%+44.57%
2023+14.59%+36.60%
2022-17.68%+34.91%
2021+11.96%+74.02%
2020-2.15%-65.02%
2019+22.23%+15.33%
2018-19.62%-27.49%
2017+30.78%-1.34%
2016+7.85%+13.87%
2015+7.24%-42.18%
2014-7.85%+9.30%
2013+24.82%+13.80%
2012+20.95%+15.44%
2011-12.76%-1.56%
2010+15.13%N/A
2009+35.00%N/A
2008-44.80%N/A
2007+3.88%N/A
2006+25.04%N/A

DLS vs EMO Drawdown Comparison

The maximum drawdown for DLS was -63.10%, occurring on Mar 9, 2009. Recovery took 1473 trading sessions.

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

The current DLS drawdown is -2.92%. The current EMO drawdown is -8.96%.

RankDLSEMO
#1-63.10%
Oct 31, 2007 - Sep 9, 2013
-95.09%
Aug 28, 2014 - Jan 21, 2025
#2-44.74%
Jan 26, 2018 - Apr 5, 2021
-22.28%
Jul 27, 2011 - Feb 10, 2012
#3-32.24%
Sep 3, 2021 - Sep 26, 2024
-18.81%
Apr 2, 2025 - Aug 29, 2025
#4-18.00%
Jul 3, 2014 - Sep 8, 2016
-13.19%
Oct 4, 2012 - Jan 2, 2013
#5-14.13%
Jul 19, 2007 - Oct 31, 2007
-11.04%
May 24, 2013 - May 7, 2014
#6-12.69%
Sep 26, 2024 - Apr 25, 2025
-10.87%
Aug 29, 2025 - Jan 13, 2026
#7-11.03%
Feb 27, 2026 - Mar 30, 2026
-10.63%
Mar 25, 2026 - Apr 17, 2026
#8-9.06%
Feb 26, 2007 - Mar 21, 2007
-9.78%
Mar 27, 2012 - Jul 18, 2012
#9-6.05%
Jan 22, 2014 - Feb 18, 2014
-7.80%
Jan 21, 2025 - Apr 2, 2025
#10-5.65%
Sep 16, 2025 - Dec 11, 2025
-7.03%
Jul 1, 2014 - Aug 20, 2014
#11-5.49%
Jul 3, 2006 - Jul 31, 2006
-4.30%
Feb 28, 2013 - Mar 27, 2013
#12-4.93%
Jun 7, 2021 - Aug 12, 2021
-4.12%
Feb 8, 2013 - Feb 27, 2013
#13-4.69%
Sep 28, 2016 - Jan 4, 2017
-4.04%
Aug 20, 2012 - Sep 20, 2012
#14-4.45%
Jun 4, 2007 - Jul 12, 2007
-3.96%
Mar 2, 2026 - Mar 20, 2026
#15-4.44%
Oct 22, 2013 - Dec 30, 2013
-3.79%
Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between DLS and EMO is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21
-101

Dividend Comparison (2006 - 2026)

DLS vs EMO dividend yield comparison.

YearDLSEMO
20260.19%3.70%
20253.87%9.41%
20244.56%7.15%
20234.29%6.79%
20224.96%6.71%
20213.29%6.71%
20202.50%15.82%
20193.37%10.94%
20183.66%16.39%
20172.79%10.85%
20163.29%9.76%
20152.72%11.88%
20143.61%5.91%
20133.89%5.89%
20123.56%6.44%
20114.11%3.46%
20102.85%0.00%
20092.60%0.00%
20085.80%0.00%
20072.29%0.00%
20060.41%0.00%

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