EMO vs RLY

Comparison between ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF) and STATE STREET(R) MULTI-ASSET REAL RETURN ETF (RLY, ETF).

5-Year PerformanceEMO has outperformed RLY, delivering a return of +25.0% compared to +10.2%

EMO vs RLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMO(ETF)	RLY(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	N/A	0.50%
Max Drawdown	97.19%	46.18%
Sharpe Ratio	0.78	1.78
5Y Beta	0.53	0.41
5Y Dividends CAGR	28.50%	16.06%

Net Assets

EMO

$1.10B

Winner

RLY

$1.20B

Expense Ratio

EMO

N/A

RLY

0.50%

Max Drawdown

EMO

97.19%

Winner

RLY

46.18%

Sharpe Ratio

EMO

0.78

Winner

RLY

1.78

5Y Beta

EMO

0.53

Winner

RLY

0.41

5Y Dividends CAGR

Winner

EMO

28.50%

RLY

16.06%

EMO vs RLY - Historical Returns

Returns include dividend reinvestment.

Period	EMO	RLY
1 month	-6.24%	-3.95%
3 months	-5.22%	-1.81%
6 months	+15.98%	+14.37%
1 year	+17.09%	+24.15%
5 years(CAGR)	+24.96%	+10.24%
10 years(CAGR)	+7.03%	+8.16%
Max(CAGR)	+3.81%	+4.59%

EMO

-6.24%

Winner

RLY

-3.95%

EMO

-5.22%

Winner

RLY

-1.81%

Winner

EMO

+15.98%

RLY

+14.37%

EMO

+17.09%

Winner

RLY

+24.15%

5Y(CAGR)

Winner

EMO

+24.96%

RLY

+10.24%

10Y(CAGR)

EMO

+7.03%

Winner

RLY

+8.16%

Max(CAGR)

EMO

+3.81%

Winner

RLY

+4.59%

EMO vs RLY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EMO	RLY
2026	+12.00%	+11.85%
2025	+6.99%	+19.44%
2024	+44.57%	+2.65%
2023	+36.60%	+4.03%
2022	+34.91%	+7.15%
2021	+74.02%	+22.87%
2020	-65.02%	-0.85%
2019	+15.33%	+15.37%
2018	-27.49%	-12.47%
2017	-1.34%	+10.30%
2016	+13.87%	+12.88%
2015	-42.18%	-15.09%
2014	+9.30%	-5.89%
2013	+13.80%	-4.17%
2012	+15.44%	+3.50%
2011	-1.56%	N/A

EMO vs RLY Drawdown Comparison

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

The maximum drawdown for RLY was -37.74%, occurring on Mar 18, 2020. Recovery took 1673 trading sessions.

The current EMO drawdown is -8.96%. The current RLY drawdown is -5.08%.

Rank	EMO	RLY
#1	-95.09% Aug 28, 2014 - Jan 21, 2025	-37.74% Jul 2, 2014 - Feb 24, 2021
#2	-22.28% Jul 27, 2011 - Feb 10, 2012	-18.95% Jun 7, 2022 - Oct 1, 2024
#3	-18.81% Apr 2, 2025 - Aug 29, 2025	-12.53% Sep 14, 2012 - May 14, 2014
#4	-13.19% Oct 4, 2012 - Jan 2, 2013	-10.07% Oct 7, 2024 - May 20, 2025
#5	-11.04% May 24, 2013 - May 7, 2014	-9.23% May 1, 2012 - Sep 7, 2012
#6	-10.87% Aug 29, 2025 - Jan 13, 2026	-8.50% Apr 18, 2022 - Jun 7, 2022
#7	-10.63% Mar 25, 2026 - Apr 17, 2026	-7.10% Oct 20, 2021 - Jan 7, 2022
#8	-9.78% Mar 27, 2012 - Jul 18, 2012	-6.47% Jun 11, 2021 - Oct 5, 2021
#9	-7.80% Jan 21, 2025 - Apr 2, 2025	-5.08% May 12, 2026 - Jun 17, 2026
#10	-7.03% Jul 1, 2014 - Aug 20, 2014	-4.38% Mar 11, 2021 - Apr 15, 2021
#11	-4.30% Feb 28, 2013 - Mar 27, 2013	-4.08% Mar 8, 2022 - Mar 21, 2022
#12	-4.12% Feb 8, 2013 - Feb 27, 2013	-3.71% Jan 29, 2026 - Feb 9, 2026
#13	-4.04% Aug 20, 2012 - Sep 20, 2012	-3.23% Feb 24, 2021 - Mar 10, 2021
#14	-3.96% Mar 2, 2026 - Mar 20, 2026	-3.22% Mar 2, 2026 - Apr 2, 2026
#15	-3.79% Jun 22, 2011 - Jul 27, 2011	-2.87% Nov 12, 2025 - Nov 28, 2025

Correlation

Correlation between EMO and RLY is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2011 - 2026)

EMO vs RLY dividend yield comparison.

Year	EMO	RLY
2026	3.70%	0.10%
2025	9.41%	3.24%
2024	7.15%	3.31%
2023	6.79%	3.71%
2022	6.71%	5.66%
2021	6.71%	12.15%
2020	15.82%	2.16%
2019	10.94%	3.45%
2018	16.39%	2.76%
2017	10.85%	1.85%
2016	9.76%	2.07%
2015	11.88%	1.80%
2014	5.91%	1.89%
2013	5.89%	2.15%
2012	6.44%	1.83%
2011	3.46%	0.00%