EMO vs DGCB

Comparison between ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF) and DIMENSIONAL GLOBAL CREDIT ETF (DGCB, ETF).

EMO vs DGCB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMO(ETF)	DGCB(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	N/A	0.20%
Max Drawdown	97.19%	5.78%
Sharpe Ratio	1.10	0.16
5Y Beta	0.52	0.09
5Y Dividends CAGR	28.55%	N/A

Net Assets

EMO

$1.10B

DGCB

$1.10B

Expense Ratio

EMO

N/A

DGCB

0.20%

Max Drawdown

EMO

97.19%

Winner

DGCB

5.78%

Sharpe Ratio

Winner

EMO

1.10

DGCB

0.16

5Y Beta

EMO

0.52

Winner

DGCB

0.09

5Y Dividends CAGR

EMO

28.55%

DGCB

N/A

EMO vs DGCB - Historical Returns

Returns include dividend reinvestment.

Period	EMO	DGCB
1 month	+6.65%	-0.66%
3 months	+8.42%	-0.02%
6 months	+17.35%	+0.29%
1 year	+23.50%	+4.44%
5 years(CAGR)	+29.25%	N/A
10 years(CAGR)	+7.43%	N/A
Max(CAGR)	+4.34%	+6.59%

Winner

EMO

+6.65%

DGCB

-0.66%

Winner

EMO

+8.42%

DGCB

-0.02%

Winner

EMO

+17.35%

DGCB

+0.29%

Winner

EMO

+23.50%

DGCB

+4.44%

5Y(CAGR)

EMO

+29.25%

DGCB

N/A

10Y(CAGR)

EMO

+7.43%

DGCB

N/A

Max(CAGR)

EMO

+4.34%

Winner

DGCB

+6.59%

EMO vs DGCB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EMO	DGCB
2026	+21.37%	+1.05%
2025	+6.99%	+6.67%
2024	+44.57%	+4.23%
2023	+36.60%	+6.14%
2022	+34.91%	N/A
2021	+74.02%	N/A
2020	-65.02%	N/A
2019	+15.33%	N/A
2018	-27.49%	N/A
2017	-1.34%	N/A
2016	+13.87%	N/A
2015	-42.18%	N/A
2014	+9.30%	N/A
2013	+13.80%	N/A
2012	+15.44%	N/A
2011	-1.56%	N/A

EMO vs DGCB Drawdown Comparison

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

The maximum drawdown for DGCB was -3.50%, occurring on Jan 13, 2025. Recovery took 102 trading sessions.

The current EMO drawdown is -1.34%. The current DGCB drawdown is -1.25%.

Rank	EMO	DGCB
#1	-95.09% Aug 28, 2014 - Jan 21, 2025	-3.50% Oct 1, 2024 - Feb 28, 2025
#2	-22.28% Jul 27, 2011 - Feb 10, 2012	-3.13% Mar 3, 2025 - Jun 4, 2025
#3	-18.81% Apr 2, 2025 - Aug 29, 2025	-3.08% Feb 27, 2026 - Jun 24, 2026
#4	-13.19% Oct 4, 2012 - Jan 2, 2013	-2.14% Feb 1, 2024 - May 15, 2024
#5	-11.04% May 24, 2013 - May 7, 2014	-1.54% Dec 27, 2023 - Feb 1, 2024
#6	-10.87% Aug 29, 2025 - Jan 13, 2026	-1.32% Jun 29, 2026 - Jul 13, 2026
#7	-10.63% Mar 25, 2026 - Apr 17, 2026	-1.21% May 15, 2024 - Jun 3, 2024
#8	-9.78% Mar 27, 2012 - Jul 18, 2012	-1.16% Oct 27, 2025 - Jan 14, 2026
#9	-7.80% Jan 21, 2025 - Apr 2, 2025	-1.15% Aug 2, 2024 - Aug 14, 2024
#10	-7.03% Jul 1, 2014 - Aug 20, 2014	-1.09% Jun 13, 2024 - Jul 5, 2024
#11	-4.30% Feb 28, 2013 - Mar 27, 2013	-0.85% Jun 5, 2024 - Jun 13, 2024
#12	-4.12% Feb 8, 2013 - Feb 27, 2013	-0.85% Jul 3, 2025 - Jul 29, 2025
#13	-4.04% Aug 20, 2012 - Sep 20, 2012	-0.72% Jul 17, 2024 - Jul 29, 2024
#14	-3.96% Mar 2, 2026 - Mar 20, 2026	-0.62% Sep 24, 2024 - Oct 1, 2024
#15	-3.79% Jun 22, 2011 - Jul 27, 2011	-0.58% Sep 11, 2025 - Oct 2, 2025

Correlation

Correlation between EMO and DGCB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2011 - 2026)

EMO vs DGCB dividend yield comparison.

Year	EMO	DGCB
2026	4.13%	1.16%
2025	9.41%	3.43%
2024	7.15%	4.72%
2023	6.79%	0.63%
2022	6.71%	0.00%
2021	6.71%	0.00%
2020	15.82%	0.00%
2019	10.94%	0.00%
2018	16.39%	0.00%
2017	10.85%	0.00%
2016	9.76%	0.00%
2015	11.88%	0.00%
2014	5.91%	0.00%
2013	5.89%	0.00%
2012	6.44%	0.00%
2011	3.46%	0.00%