ECH vs EMO

Comparison between ISHARES MSCI CHILE ETF (ECH, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed ECH, delivering a return of +26.8% compared to +11.1%

ECH vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ECH(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.59%	N/A
Max Drawdown	77.78%	97.19%
Sharpe Ratio	1.15	0.93
5Y Beta	0.72	0.52
5Y Dividends CAGR	4.86%	28.54%

Net Assets

ECH

$1.10B

EMO

$1.10B

Expense Ratio

ECH

0.59%

EMO

N/A

Max Drawdown

Winner

ECH

77.78%

EMO

97.19%

Sharpe Ratio

Winner

ECH

1.15

EMO

0.93

5Y Beta

ECH

0.72

Winner

EMO

0.52

5Y Dividends CAGR

ECH

4.86%

Winner

EMO

28.54%

ECH vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	ECH	EMO
1 month	+0.44%	-3.62%
3 months	+4.17%	-4.00%
6 months	+1.57%	+17.53%
1 year	+35.24%	+20.90%
5 years(CAGR)	+11.12%	+26.76%
10 years(CAGR)	+3.97%	+3.35%
Max(CAGR)	+1.47%	-0.17%

Winner

ECH

+0.44%

EMO

-3.62%

Winner

ECH

+4.17%

EMO

-4.00%

ECH

+1.57%

Winner

EMO

+17.53%

Winner

ECH

+35.24%

EMO

+20.90%

5Y(CAGR)

ECH

+11.12%

Winner

EMO

+26.76%

10Y(CAGR)

Winner

ECH

+3.97%

EMO

+3.35%

Max(CAGR)

Winner

ECH

+1.47%

EMO

-0.17%

ECH vs EMO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ECH	EMO
2026	+0.24%	+15.36%
2025	+67.22%	+7.13%
2024	-7.65%	+44.81%
2023	+12.13%	+36.81%
2022	+24.63%	+35.10%
2021	-21.46%	+74.28%
2020	-9.21%	-66.42%
2019	-18.23%	+6.10%
2018	-21.35%	-33.80%
2017	+42.51%	-9.26%
2016	+20.79%	+4.24%
2015	-17.52%	-45.76%
2014	-12.08%	+4.38%
2013	-24.92%	+8.66%
2012	+9.96%	+9.46%
2011	-27.06%	-4.17%
2010	+43.19%	N/A
2009	+82.83%	N/A
2008	-36.43%	N/A
2007	+2.59%	N/A

ECH vs EMO Drawdown Comparison

The maximum drawdown for ECH was -74.06%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for EMO was -96.85%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current ECH drawdown is -25.38%. The current EMO drawdown is -26.91%.

Rank	ECH	EMO
#1	-74.06% Jan 3, 2011 - Mar 18, 2020	-96.85% Aug 28, 2014 - Mar 18, 2020
#2	-52.45% Apr 7, 2008 - Dec 10, 2009	-22.28% Jul 27, 2011 - Mar 1, 2012
#3	-19.96% Dec 6, 2007 - Mar 12, 2008	-13.28% May 21, 2013 - Jun 17, 2014
#4	-14.34% Jan 19, 2010 - Jul 14, 2010	-13.19% Oct 4, 2012 - Jan 3, 2013
#5	-4.97% Nov 9, 2010 - Dec 15, 2010	-11.00% Mar 27, 2012 - Aug 3, 2012
#6	-4.31% Mar 18, 2008 - Mar 31, 2008	-7.03% Jul 1, 2014 - Aug 27, 2014
#7	-4.20% Dec 17, 2010 - Jan 3, 2011	-5.28% Aug 20, 2012 - Oct 1, 2012
#8	-3.40% Nov 20, 2007 - Nov 28, 2007	-5.23% Feb 8, 2013 - Mar 28, 2013
#9	-2.65% Aug 10, 2010 - Aug 16, 2010	-3.79% Jun 22, 2011 - Jul 27, 2011
#10	-2.59% Oct 1, 2010 - Oct 13, 2010	-3.64% Jan 3, 2013 - Jan 31, 2013
#11	-2.51% Oct 13, 2010 - Oct 29, 2010	-3.30% Apr 1, 2013 - Apr 23, 2013
#12	-2.48% Jul 15, 2010 - Jul 20, 2010	-1.76% Mar 1, 2012 - Mar 20, 2012
#13	-2.23% Mar 12, 2008 - Mar 18, 2008	-1.45% Aug 7, 2012 - Aug 10, 2012
#14	-2.23% Nov 30, 2007 - Dec 5, 2007	-1.45% Aug 10, 2012 - Aug 16, 2012
#15	-2.02% Aug 20, 2010 - Sep 1, 2010	-1.22% Mar 20, 2012 - Mar 27, 2012

Correlation

Correlation between ECH and EMO is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2007 - 2026)

ECH vs EMO dividend yield comparison.

Year	ECH	EMO
2026	1.62%	4.34%
2025	2.01%	9.54%
2024	3.12%	7.31%
2023	4.76%	6.93%
2022	6.73%	6.85%
2021	5.49%	6.85%
2020	2.16%	7.18%
2019	2.47%	2.23%
2018	2.37%	3.35%
2017	1.42%	2.22%
2016	1.85%	1.99%
2015	2.13%	2.43%
2014	1.74%	1.21%
2013	1.42%	1.20%
2012	1.53%	1.31%
2011	1.78%	0.71%
2010	0.68%	0.00%
2009	1.09%	0.00%
2008	2.17%	0.00%
2007	0.10%	0.00%