EMO vs SPY

Comparison between ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceEMO has outperformed SPY, delivering a return of +28.5% compared to +13.3%

EMO vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMO(ETF)	SPY(ETF)
Net Assets	$1.10B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	97.19%	56.47%
Sharpe Ratio	1.12	2.07
5Y Beta	0.57	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	29.53%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

EMO

$1.10B

Winner

SPY

$652B

Expense Ratio

EMO

N/A

SPY

0.09%

Max Drawdown

EMO

97.19%

Winner

SPY

56.47%

Sharpe Ratio

EMO

1.12

Winner

SPY

2.07

5Y Beta

Winner

EMO

0.57

SPY

1.00

P/E Ratio

EMO

N/A

SPY

28.24

Forward P/E

EMO

N/A

SPY

21.85

5Y Dividends CAGR

Winner

EMO

29.53%

SPY

5.43%

5Y EPS CAGR

EMO

N/A

SPY

25.79%

Debt to Equity

EMO

N/A

SPY

22.35%

P/S Ratio

EMO

N/A

SPY

3.55

P/B Ratio

EMO

N/A

SPY

5.29

EMO vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	EMO	SPY
1 month	-1.15%	+9.11%
3 months	+3.10%	+6.59%
6 months	+23.38%	+10.56%
1 year	+22.43%	+32.04%
5 years(CAGR)	+28.51%	+13.35%
10 years(CAGR)	+7.80%	+15.49%
Max(CAGR)	+3.90%	+8.50%

EMO

-1.15%

Winner

SPY

+9.11%

EMO

+3.10%

Winner

SPY

+6.59%

Winner

EMO

+23.38%

SPY

+10.56%

EMO

+22.43%

Winner

SPY

+32.04%

5Y(CAGR)

Winner

EMO

+28.51%

SPY

+13.35%

10Y(CAGR)

EMO

+7.80%

Winner

SPY

+15.49%

Max(CAGR)

EMO

+3.90%

Winner

SPY

+8.50%

EMO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EMO	SPY
2026	+12.94%	+8.27%
2025	+6.99%	+18.00%
2024	+44.57%	+25.59%
2023	+36.60%	+26.72%
2022	+34.91%	-18.64%
2021	+74.02%	+30.52%
2020	-65.02%	+17.28%
2019	+15.33%	+31.09%
2018	-27.49%	-5.24%
2017	-1.34%	+20.78%
2016	+13.87%	+13.59%
2015	-42.18%	+1.31%
2014	+9.30%	+14.56%
2013	+13.80%	+29.00%
2012	+15.44%	+14.17%
2011	-1.56%	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

EMO vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EMO drawdown is -8.19%.

Rank	EMO	SPY
#1	-95.09% Aug 28, 2014 - Jan 21, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-22.28% Jul 27, 2011 - Feb 10, 2012	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-18.81% Apr 2, 2025 - Aug 29, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-13.19% Oct 4, 2012 - Jan 2, 2013	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-11.04% May 24, 2013 - May 7, 2014	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-10.87% Aug 29, 2025 - Jan 13, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-10.63% Mar 25, 2026 - Apr 17, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-9.78% Mar 27, 2012 - Jul 18, 2012	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-7.80% Jan 21, 2025 - Apr 2, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-7.03% Jul 1, 2014 - Aug 20, 2014	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-4.30% Feb 28, 2013 - Mar 27, 2013	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-4.12% Feb 8, 2013 - Feb 27, 2013	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.04% Aug 20, 2012 - Sep 20, 2012	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-3.96% Mar 2, 2026 - Mar 20, 2026	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.79% Jun 22, 2011 - Jul 27, 2011	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EMO and SPY is 0.17 which considered as a very weak or no correlation - the stocks move independently of each other.

0.17

-101

Dividend Comparison (1999 - 2026)

EMO vs SPY dividend yield comparison.

Year	EMO	SPY
2026	2.91%	0.24%
2025	9.41%	1.07%
2024	7.15%	1.21%
2023	6.79%	1.40%
2022	6.71%	1.65%
2021	6.71%	1.20%
2020	15.82%	1.52%
2019	10.94%	1.75%
2018	16.39%	2.04%
2017	10.85%	1.80%
2016	9.76%	2.03%
2015	11.88%	2.06%
2014	5.91%	1.87%
2013	5.89%	1.81%
2012	6.44%	2.18%
2011	3.46%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%