EMO vs RDIV

Comparison between ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF) and INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV, ETF).

5-Year PerformanceEMO has outperformed RDIV, delivering a return of +25.0% compared to +11.2%

EMO vs RDIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMO(ETF)	RDIV(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	N/A	0.39%
Max Drawdown	97.19%	50.91%
Sharpe Ratio	0.78	1.51
5Y Beta	0.53	0.62
P/E Ratio	N/A	15.92
Forward P/E	N/A	11.42
PEG Ratio	N/A	0.20
5Y Dividends CAGR	28.50%	5.03%
5Y EPS CAGR	N/A	6.63%
Debt to Equity	N/A	-363.25%
P/S Ratio	N/A	0.86
P/B Ratio	N/A	1.52

Net Assets

EMO

$1.10B

RDIV

$1.10B

Expense Ratio

EMO

N/A

RDIV

0.39%

Max Drawdown

EMO

97.19%

Winner

RDIV

50.91%

Sharpe Ratio

EMO

0.78

Winner

RDIV

1.51

5Y Beta

Winner

EMO

0.53

RDIV

0.62

P/E Ratio

EMO

N/A

RDIV

15.92

Forward P/E

EMO

N/A

RDIV

11.42

PEG Ratio

EMO

N/A

RDIV

0.20

5Y Dividends CAGR

Winner

EMO

28.50%

RDIV

5.03%

5Y EPS CAGR

EMO

N/A

RDIV

6.63%

Debt to Equity

EMO

N/A

RDIV

-363.25%

P/S Ratio

EMO

N/A

RDIV

0.86

P/B Ratio

EMO

N/A

RDIV

1.52

EMO vs RDIV - Historical Returns

Returns include dividend reinvestment.

Period	EMO	RDIV
1 month	-6.24%	+2.09%
3 months	-5.22%	+5.67%
6 months	+15.98%	+10.86%
1 year	+17.09%	+27.58%
5 years(CAGR)	+24.96%	+11.18%
10 years(CAGR)	+7.03%	+10.80%
Max(CAGR)	+3.81%	+11.08%

EMO

-6.24%

Winner

RDIV

+2.09%

EMO

-5.22%

Winner

RDIV

+5.67%

Winner

EMO

+15.98%

RDIV

+10.86%

EMO

+17.09%

Winner

RDIV

+27.58%

5Y(CAGR)

Winner

EMO

+24.96%

RDIV

+11.18%

10Y(CAGR)

EMO

+7.03%

Winner

RDIV

+10.80%

Max(CAGR)

EMO

+3.81%

Winner

RDIV

+11.08%

EMO vs RDIV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EMO	RDIV
2026	+12.00%	+10.64%
2025	+6.99%	+12.31%
2024	+44.57%	+14.16%
2023	+36.60%	+4.82%
2022	+34.91%	+6.88%
2021	+74.02%	+30.71%
2020	-65.02%	-8.97%
2019	+15.33%	+22.11%
2018	-27.49%	-5.95%
2017	-1.34%	+10.32%
2016	+13.87%	+28.20%
2015	-42.18%	-5.47%
2014	+9.30%	+22.44%
2013	+13.80%	+4.24%
2012	+15.44%	N/A
2011	-1.56%	N/A

EMO vs RDIV Drawdown Comparison

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

The maximum drawdown for RDIV was -49.93%, occurring on Mar 23, 2020. Recovery took 275 trading sessions.

The current EMO drawdown is -8.96%. The current RDIV drawdown is -4.02%.

Rank	EMO	RDIV
#1	-95.09% Aug 28, 2014 - Jan 21, 2025	-49.93% Jan 16, 2020 - Feb 19, 2021
#2	-22.28% Jul 27, 2011 - Feb 10, 2012	-24.88% Feb 2, 2023 - Mar 27, 2024
#3	-18.81% Apr 2, 2025 - Aug 29, 2025	-17.92% Nov 29, 2024 - Aug 22, 2025
#4	-13.19% Oct 4, 2012 - Jan 2, 2013	-17.72% Sep 14, 2018 - Apr 5, 2019
#5	-11.04% May 24, 2013 - May 7, 2014	-17.62% Feb 3, 2015 - Mar 17, 2016
#6	-10.87% Aug 29, 2025 - Jan 13, 2026	-15.63% Apr 20, 2022 - Nov 11, 2022
#7	-10.63% Mar 25, 2026 - Apr 17, 2026	-11.24% Apr 23, 2019 - Oct 29, 2019
#8	-9.78% Mar 27, 2012 - Jul 18, 2012	-11.00% Jun 4, 2021 - Jan 4, 2022
#9	-7.80% Jan 21, 2025 - Apr 2, 2025	-9.70% Jan 26, 2018 - May 30, 2018
#10	-7.03% Jul 1, 2014 - Aug 20, 2014	-8.22% Aug 15, 2016 - Nov 21, 2016
#11	-4.30% Feb 28, 2013 - Mar 27, 2013	-7.23% Feb 24, 2017 - Sep 25, 2017
#12	-4.12% Feb 8, 2013 - Feb 27, 2013	-6.88% Mar 28, 2024 - May 31, 2024
#13	-4.04% Aug 20, 2012 - Sep 20, 2012	-6.56% Nov 30, 2022 - Jan 12, 2023
#14	-3.96% Mar 2, 2026 - Mar 20, 2026	-6.49% Jan 14, 2022 - Mar 25, 2022
#15	-3.79% Jun 22, 2011 - Jul 27, 2011	-5.82% Mar 12, 2021 - Apr 27, 2021

Correlation

Correlation between EMO and RDIV is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35

-101

Dividend Comparison (2011 - 2026)

EMO vs RDIV dividend yield comparison.

Year	EMO	RDIV
2026	3.70%	0.96%
2025	9.41%	3.94%
2024	7.15%	4.08%
2023	6.79%	3.93%
2022	6.71%	3.44%
2021	6.71%	3.31%
2020	15.82%	4.93%
2019	10.94%	3.84%
2018	16.39%	4.32%
2017	10.85%	4.26%
2016	9.76%	2.20%
2015	11.88%	4.49%
2014	5.91%	3.36%
2013	5.89%	0.92%
2012	6.44%	0.00%
2011	3.46%	0.00%