DVYE vs EMO

Comparison between ISHARES EMERGING MARKETS DIVIDEND ETF (DVYE, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed DVYE, delivering a return of +30.4% compared to +6.2%

DVYE vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DVYE(ETF)	EMO(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.50%	N/A
Max Drawdown	60.92%	97.19%
Sharpe Ratio	1.26	1.02
5Y Beta	0.59	0.48
5Y Dividends CAGR	-6.21%	28.59%

Net Assets

DVYE

$1.20B

EMO

$1.20B

Expense Ratio

DVYE

0.50%

EMO

N/A

Max Drawdown

Winner

DVYE

60.92%

EMO

97.19%

Sharpe Ratio

Winner

DVYE

1.26

EMO

1.02

5Y Beta

DVYE

0.59

Winner

EMO

0.48

5Y Dividends CAGR

DVYE

-6.21%

Winner

EMO

28.59%

DVYE vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	DVYE	EMO
1 month	+5.29%	+2.08%
3 months	-1.14%	+4.43%
6 months	+1.29%	+9.34%
1 year	+22.62%	+19.56%
5 years(CAGR)	+6.23%	+30.44%
10 years(CAGR)	+6.52%	+7.19%
Max(CAGR)	+3.01%	+4.19%

Winner

DVYE

+5.29%

EMO

+2.08%

DVYE

-1.14%

Winner

EMO

+4.43%

DVYE

+1.29%

Winner

EMO

+9.34%

Winner

DVYE

+22.62%

EMO

+19.56%

5Y(CAGR)

DVYE

+6.23%

Winner

EMO

+30.44%

10Y(CAGR)

DVYE

+6.52%

Winner

EMO

+7.19%

Max(CAGR)

DVYE

+3.01%

Winner

EMO

+4.19%

DVYE vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	DVYE	EMO
2026	+10.49%	+19.07%
2025	+29.08%	+6.99%
2024	+9.72%	+44.57%
2023	+21.31%	+36.60%
2022	-31.74%	+34.91%
2021	+11.14%	+74.02%
2020	-4.26%	-65.02%
2019	+14.13%	+15.33%
2018	-7.18%	-27.49%
2017	+25.92%	-1.34%
2016	+23.25%	+13.87%
2015	-23.36%	-42.18%
2014	-8.12%	+9.30%
2013	-11.53%	+13.80%
2012	+7.39%	+15.44%
2011	N/A	-1.56%

DVYE vs EMO Drawdown Comparison

The maximum drawdown for DVYE was -47.42%, occurring on Jan 21, 2016. Recovery took 1276 trading sessions.

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

The current DVYE drawdown is -2.66%. The current EMO drawdown is -3.34%.

Rank	DVYE	EMO
#1	-47.42% Jan 2, 2013 - Jan 26, 2018	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-40.81% Feb 16, 2022 - Jul 3, 2025	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-38.22% Jan 17, 2020 - Mar 11, 2021	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-17.12% Jan 26, 2018 - Jan 2, 2020	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-14.68% Mar 1, 2012 - Dec 6, 2012	-11.04% May 24, 2013 - May 7, 2014
#6	-9.26% Apr 17, 2026 - Jul 1, 2026	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-8.25% Oct 18, 2021 - Feb 8, 2022	-10.63% Mar 25, 2026 - Jul 24, 2026
#8	-7.64% Jun 14, 2021 - Oct 13, 2021	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-6.50% Feb 25, 2026 - Apr 13, 2026	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-4.95% Sep 17, 2025 - Oct 23, 2025	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-4.89% Mar 15, 2021 - Apr 28, 2021	-4.68% Jul 24, 2026 - Aug 5, 2026
#12	-4.04% Jul 23, 2025 - Aug 12, 2025	-4.30% Feb 28, 2013 - Mar 27, 2013
#13	-3.59% Nov 12, 2025 - Jan 2, 2026	-4.12% Feb 8, 2013 - Feb 27, 2013
#14	-3.03% Feb 11, 2026 - Feb 25, 2026	-4.04% Aug 20, 2012 - Sep 20, 2012
#15	-3.01% May 7, 2021 - May 28, 2021	-3.96% Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between DVYE and EMO is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2011 - 2026)

DVYE vs EMO dividend yield comparison.

Year	DVYE	EMO
2026	1.97%	4.94%
2025	5.88%	9.41%
2024	11.81%	7.15%
2023	9.05%	6.79%
2022	9.89%	6.71%
2021	7.31%	6.71%
2020	5.27%	15.82%
2019	5.97%	10.94%
2018	5.69%	16.39%
2017	4.81%	10.85%
2016	4.56%	9.76%
2015	6.53%	11.88%
2014	4.51%	5.91%
2013	4.59%	5.89%
2012	3.36%	6.44%
2011	0.00%	3.46%