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EMO vs SUSB

Comparison between ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF) and ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF).

5-Year PerformanceEMO has outperformed SUSB, delivering a return of +25.0% compared to +2.2%

EMO vs SUSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EMO
$1.10B
Winner
SUSB
$1.20B
Expense Ratio
EMO
N/A
SUSB
0.12%
Max Drawdown
EMO
97.19%
Winner
SUSB
13.25%
Sharpe Ratio
Winner
EMO
0.78
SUSB
0.23
5Y Beta
EMO
0.53
Winner
SUSB
0.03
5Y Dividends CAGR
Winner
EMO
28.50%
SUSB
22.41%

EMO vs SUSB - Historical Returns

Returns include dividend reinvestment.

1M
EMO
-6.24%
Winner
SUSB
+0.28%
3M
EMO
-5.22%
Winner
SUSB
+0.36%
6M
Winner
EMO
+15.98%
SUSB
+0.76%
1Y
Winner
EMO
+17.09%
SUSB
+4.20%
5Y(CAGR)
Winner
EMO
+24.96%
SUSB
+2.23%
10Y(CAGR)
Winner
EMO
+7.03%
SUSB
+2.66%
Max(CAGR)
Winner
EMO
+3.81%
SUSB
+2.66%

EMO vs SUSB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearEMOSUSB
2026+12.00%+0.51%
2025+6.99%+6.80%
2024+44.57%+5.04%
2023+36.60%+5.93%
2022+34.91%-5.58%
2021+74.02%-0.68%
2020-65.02%+4.83%
2019+15.33%+7.03%
2018-27.49%+0.70%
2017-1.34%+0.28%
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 SUSB Drawdown Comparison

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

The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.

The current EMO drawdown is -8.96%. The current SUSB drawdown is -0.45%.

RankEMOSUSB
#1-95.09%
Aug 28, 2014 - Jan 21, 2025
-13.25%
Mar 5, 2020 - May 26, 2020
#2-22.28%
Jul 27, 2011 - Feb 10, 2012
-9.57%
Aug 3, 2021 - Jun 4, 2024
#3-18.81%
Apr 2, 2025 - Aug 29, 2025
-1.66%
Sep 7, 2017 - Dec 21, 2018
#4-13.19%
Oct 4, 2012 - Jan 2, 2013
-1.49%
Feb 27, 2026 - Mar 26, 2026
#5-11.04%
May 24, 2013 - May 7, 2014
-1.36%
Apr 3, 2025 - Apr 28, 2025
#6-10.87%
Aug 29, 2025 - Jan 13, 2026
-1.21%
Oct 1, 2024 - Feb 5, 2025
#7-10.63%
Mar 25, 2026 - Apr 17, 2026
-0.98%
Sep 4, 2019 - Oct 2, 2019
#8-9.78%
Mar 27, 2012 - Jul 18, 2012
-0.95%
Feb 8, 2021 - May 24, 2021
#9-7.80%
Jan 21, 2025 - Apr 2, 2025
-0.69%
Jun 5, 2020 - Jun 15, 2020
#10-7.03%
Jul 1, 2014 - Aug 20, 2014
-0.65%
Oct 4, 2019 - Dec 3, 2019
#11-4.30%
Feb 28, 2013 - Mar 27, 2013
-0.59%
Sep 3, 2020 - Nov 17, 2020
#12-4.12%
Feb 8, 2013 - Feb 27, 2013
-0.51%
Mar 27, 2019 - Apr 26, 2019
#13-4.04%
Aug 20, 2012 - Sep 20, 2012
-0.48%
Apr 29, 2025 - May 27, 2025
#14-3.96%
Mar 2, 2026 - Mar 20, 2026
-0.44%
Jun 4, 2025 - Jun 12, 2025
#15-3.79%
Jun 22, 2011 - Jul 27, 2011
-0.42%
Jun 9, 2021 - Jul 22, 2021

Correlation

Correlation between EMO and SUSB is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

Dividend Comparison (2011 - 2026)

EMO vs SUSB dividend yield comparison.

YearEMOSUSB
20263.70%1.86%
20259.41%4.40%
20247.15%3.81%
20236.79%2.81%
20226.71%1.74%
20216.71%1.30%
202015.82%1.91%
201910.94%2.83%
201816.39%2.61%
201710.85%0.96%
20169.76%0.00%
201511.88%0.00%
20145.91%0.00%
20135.89%0.00%
20126.44%0.00%
20113.46%0.00%

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