EMO vs XAGG

Comparison between ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).

EMO vs XAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMO(ETF)	XAGG(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	N/A	0.50%
Max Drawdown	97.19%	3.39%
Sharpe Ratio	1.10	0.60
5Y Beta	0.52	0.17
5Y Dividends CAGR	28.55%	N/A

Net Assets

EMO

$1.10B

Winner

XAGG

$1.20B

Expense Ratio

EMO

N/A

XAGG

0.50%

Max Drawdown

EMO

97.19%

Winner

XAGG

3.39%

Sharpe Ratio

Winner

EMO

1.10

XAGG

0.60

5Y Beta

EMO

0.52

Winner

XAGG

0.17

5Y Dividends CAGR

EMO

28.55%

XAGG

N/A

EMO vs XAGG - Historical Returns

Returns include dividend reinvestment.

Period	EMO	XAGG
1 month	+6.65%	-0.09%
3 months	+8.42%	+0.38%
6 months	+17.35%	+1.37%
1 year	+23.50%	N/A
5 years(CAGR)	+29.25%	N/A
10 years(CAGR)	+7.43%	N/A
Max(CAGR)	+4.34%	+5.87%

Winner

EMO

+6.65%

XAGG

-0.09%

Winner

EMO

+8.42%

XAGG

+0.38%

Winner

EMO

+17.35%

XAGG

+1.37%

EMO

+23.50%

XAGG

N/A

5Y(CAGR)

EMO

+29.25%

XAGG

N/A

10Y(CAGR)

EMO

+7.43%

XAGG

N/A

Max(CAGR)

EMO

+4.34%

Winner

XAGG

+5.87%

EMO vs XAGG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EMO	XAGG
2026	+21.37%	+2.07%
2025	+6.99%	+1.61%
2024	+44.57%	N/A
2023	+36.60%	N/A
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 XAGG Drawdown Comparison

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

The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.

The current EMO drawdown is -1.34%. The current XAGG drawdown is -0.40%.

Rank	EMO	XAGG
#1	-95.09% Aug 28, 2014 - Jan 21, 2025	-2.88% Feb 27, 2026 - Jun 16, 2026
#2	-22.28% Jul 27, 2011 - Feb 10, 2012	-0.71% Dec 4, 2025 - Dec 22, 2025
#3	-18.81% Apr 2, 2025 - Aug 29, 2025	-0.60% Jun 16, 2026 - Jun 29, 2026
#4	-13.19% Oct 4, 2012 - Jan 2, 2013	-0.44% Jul 6, 2026 - Jul 13, 2026
#5	-11.04% May 24, 2013 - May 7, 2014	-0.36% Nov 13, 2025 - Nov 21, 2025
#6	-10.87% Aug 29, 2025 - Jan 13, 2026	-0.31% Jan 14, 2026 - Jan 22, 2026
#7	-10.63% Mar 25, 2026 - Apr 17, 2026	-0.22% Nov 28, 2025 - Dec 3, 2025
#8	-9.78% Mar 27, 2012 - Jul 18, 2012	-0.22% Feb 10, 2026 - Feb 12, 2026
#9	-7.80% Jan 21, 2025 - Apr 2, 2025	-0.19% Jan 30, 2026 - Feb 6, 2026
#10	-7.03% Jul 1, 2014 - Aug 20, 2014	-0.18% Jun 29, 2026 - Jul 6, 2026
#11	-4.30% Feb 28, 2013 - Mar 27, 2013	-0.16% Dec 24, 2025 - Jan 2, 2026
#12	-4.12% Feb 8, 2013 - Feb 27, 2013	-0.13% Jan 6, 2026 - Jan 9, 2026
#13	-4.04% Aug 20, 2012 - Sep 20, 2012	-0.08% Nov 10, 2025 - Nov 12, 2025
#14	-3.96% Mar 2, 2026 - Mar 20, 2026	-0.06% Jan 9, 2026 - Jan 14, 2026
#15	-3.79% Jun 22, 2011 - Jul 27, 2011	-0.04% Feb 17, 2026 - Feb 24, 2026

Correlation

Correlation between EMO and XAGG is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2011 - 2026)

EMO vs XAGG dividend yield comparison.

Year	EMO	XAGG
2026	4.13%	3.42%
2025	9.41%	1.02%
2024	7.15%	0.00%
2023	6.79%	0.00%
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%