EMO vs UNIY

Comparison between ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

EMO vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMO(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	N/A	0.15%
Max Drawdown	97.19%	8.35%
Sharpe Ratio	1.42	-0.32
5Y Beta	0.48	0.07
5Y Dividends CAGR	25.62%	N/A

Net Assets

EMO

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

EMO

N/A

UNIY

0.15%

Max Drawdown

EMO

97.19%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

EMO

1.42

UNIY

-0.32

5Y Beta

EMO

0.48

Winner

UNIY

0.07

5Y Dividends CAGR

EMO

25.62%

UNIY

N/A

EMO vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	EMO	UNIY
1 month	+7.08%	+0.55%
3 months	+11.16%	+0.00%
6 months	+10.34%	-1.23%
1 year	+28.22%	+2.53%
5 years(CAGR)	+31.22%	N/A
10 years(CAGR)	+7.63%	N/A
Max(CAGR)	+4.71%	+3.76%

Winner

EMO

+7.08%

UNIY

+0.55%

Winner

EMO

+11.16%

UNIY

+0.00%

Winner

EMO

+10.34%

UNIY

-1.23%

Winner

EMO

+28.22%

UNIY

+2.53%

5Y(CAGR)

EMO

+31.22%

UNIY

N/A

10Y(CAGR)

EMO

+7.63%

UNIY

N/A

Max(CAGR)

Winner

EMO

+4.71%

UNIY

+3.76%

EMO vs UNIY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EMO	UNIY
2026	+28.72%	+0.39%
2025	+6.99%	+7.33%
2024	+44.57%	+2.22%
2023	+36.60%	+3.91%
2022	+34.91%	N/A
2021	+74.02%	N/A
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 UNIY Drawdown Comparison

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

The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.

The current EMO drawdown is -0.29%. The current UNIY drawdown is -1.23%.

Rank	EMO	UNIY
#1	-95.09% Aug 28, 2014 - Jan 21, 2025	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-22.28% Jul 27, 2011 - Feb 10, 2012	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-18.81% Apr 2, 2025 - Aug 29, 2025	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-13.19% Oct 4, 2012 - Jan 2, 2013	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-11.04% May 24, 2013 - May 7, 2014	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-10.87% Aug 29, 2025 - Jan 13, 2026	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-10.63% Mar 25, 2026 - Jul 24, 2026	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-9.78% Mar 27, 2012 - Jul 18, 2012	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-7.80% Jan 21, 2025 - Apr 2, 2025	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-7.03% Jul 1, 2014 - Aug 20, 2014	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-4.68% Jul 24, 2026 - Aug 12, 2026	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-4.30% Feb 28, 2013 - Mar 27, 2013	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-4.12% Feb 8, 2013 - Feb 27, 2013	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-4.04% Aug 20, 2012 - Sep 20, 2012	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-3.96% Mar 2, 2026 - Mar 20, 2026	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between EMO and UNIY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2011 - 2026)

EMO vs UNIY dividend yield comparison.

Year	EMO	UNIY
2026	5.26%	3.13%
2025	9.41%	4.95%
2024	7.15%	4.86%
2023	6.79%	3.99%
2022	6.71%	0.00%
2021	6.71%	0.00%
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%