EMO vs TBUX

Comparison between ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF) and T. ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX, ETF).

5-Year PerformanceEMO has outperformed TBUX, delivering a return of +29.3% compared to +4.1%

EMO vs TBUX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMO(ETF)	TBUX(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	N/A	0.17%
Max Drawdown	97.19%	3.42%
Sharpe Ratio	1.10	1.17
5Y Beta	0.52	0.00
5Y Dividends CAGR	28.55%	N/A

Net Assets

EMO

$1.10B

Winner

TBUX

$1.20B

Expense Ratio

EMO

N/A

TBUX

0.17%

Max Drawdown

EMO

97.19%

Winner

TBUX

3.42%

Sharpe Ratio

EMO

1.10

Winner

TBUX

1.17

5Y Beta

EMO

0.52

Winner

TBUX

0.00

5Y Dividends CAGR

EMO

28.55%

TBUX

N/A

EMO vs TBUX - Historical Returns

Returns include dividend reinvestment.

Period	EMO	TBUX
1 month	+6.65%	+0.25%
3 months	+8.42%	+1.13%
6 months	+17.35%	+1.96%
1 year	+23.50%	+4.63%
5 years(CAGR)	+29.25%	+4.12%
10 years(CAGR)	+7.43%	N/A
Max(CAGR)	+4.34%	+4.12%

Winner

EMO

+6.65%

TBUX

+0.25%

Winner

EMO

+8.42%

TBUX

+1.13%

Winner

EMO

+17.35%

TBUX

+1.96%

Winner

EMO

+23.50%

TBUX

+4.63%

5Y(CAGR)

Winner

EMO

+29.25%

TBUX

+4.12%

10Y(CAGR)

EMO

+7.43%

TBUX

N/A

Max(CAGR)

Winner

EMO

+4.34%

TBUX

+4.12%

EMO vs TBUX - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EMO	TBUX
2026	+21.37%	+2.13%
2025	+6.99%	+5.38%
2024	+44.57%	+6.42%
2023	+36.60%	+6.37%
2022	+34.91%	-0.09%
2021	+74.02%	-0.22%
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 TBUX Drawdown Comparison

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

The maximum drawdown for TBUX was -1.79%, occurring on Jun 28, 2022. Recovery took 324 trading sessions.

The current EMO drawdown is -1.34%.

Rank	EMO	TBUX
#1	-95.09% Aug 28, 2014 - Jan 21, 2025	-1.79% Sep 29, 2021 - Jan 12, 2023
#2	-22.28% Jul 27, 2011 - Feb 10, 2012	-0.48% Mar 13, 2023 - Apr 3, 2023
#3	-18.81% Apr 2, 2025 - Aug 29, 2025	-0.33% Apr 3, 2025 - Apr 21, 2025
#4	-13.19% Oct 4, 2012 - Jan 2, 2013	-0.28% Sep 3, 2024 - Sep 13, 2024
#5	-11.04% May 24, 2013 - May 7, 2014	-0.24% Apr 9, 2024 - Apr 23, 2024
#6	-10.87% Aug 29, 2025 - Jan 13, 2026	-0.22% Nov 13, 2024 - Nov 22, 2024
#7	-10.63% Mar 25, 2026 - Apr 17, 2026	-0.22% Oct 3, 2024 - Oct 24, 2024
#8	-9.78% Mar 27, 2012 - Jul 18, 2012	-0.20% Nov 25, 2024 - Nov 27, 2024
#9	-7.80% Jan 21, 2025 - Apr 2, 2025	-0.19% Jun 21, 2024 - Jul 5, 2024
#10	-7.03% Jul 1, 2014 - Aug 20, 2014	-0.19% Aug 2, 2024 - Aug 13, 2024
#11	-4.30% Feb 28, 2013 - Mar 27, 2013	-0.18% May 16, 2024 - May 24, 2024
#12	-4.12% Feb 8, 2013 - Feb 27, 2013	-0.18% Nov 27, 2024 - Dec 6, 2024
#13	-4.04% Aug 20, 2012 - Sep 20, 2012	-0.18% Nov 7, 2024 - Nov 13, 2024
#14	-3.96% Mar 2, 2026 - Mar 20, 2026	-0.18% May 23, 2025 - Jun 3, 2025
#15	-3.79% Jun 22, 2011 - Jul 27, 2011	-0.17% May 7, 2025 - May 13, 2025

Correlation

Correlation between EMO and TBUX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2011 - 2026)

EMO vs TBUX dividend yield comparison.

Year	EMO	TBUX
2026	4.13%	2.09%
2025	9.41%	4.67%
2024	7.15%	5.39%
2023	6.79%	4.66%
2022	6.71%	2.58%
2021	6.71%	0.27%
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%