FXO vs EMO

Comparison between FIRST TRUST FINANCIALS ALPHADEX FUND (FXO, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed FXO, delivering a return of +29.3% compared to +11.1%

FXO vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXO(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.60%	N/A
Max Drawdown	72.24%	97.19%
Sharpe Ratio	0.78	1.10
5Y Beta	0.88	0.52
P/E Ratio	11.28	N/A
Forward P/E	10.31	N/A
5Y Dividends CAGR	7.89%	28.55%
5Y EPS CAGR	14.47%	N/A
Debt to Equity	53.69%	N/A
P/S Ratio	1.82	N/A
P/B Ratio	1.46	N/A

Net Assets

FXO

$1.10B

EMO

$1.10B

Expense Ratio

FXO

0.60%

EMO

N/A

Max Drawdown

Winner

FXO

72.24%

EMO

97.19%

Sharpe Ratio

FXO

0.78

Winner

EMO

1.10

5Y Beta

FXO

0.88

Winner

EMO

0.52

P/E Ratio

FXO

11.28

EMO

N/A

Forward P/E

FXO

10.31

EMO

N/A

5Y Dividends CAGR

FXO

7.89%

Winner

EMO

28.55%

5Y EPS CAGR

FXO

14.47%

EMO

N/A

Debt to Equity

FXO

53.69%

EMO

N/A

P/S Ratio

FXO

1.82

EMO

N/A

P/B Ratio

FXO

1.46

EMO

N/A

FXO vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	FXO	EMO
1 month	+5.62%	+6.65%
3 months	+9.25%	+8.42%
6 months	+7.02%	+17.35%
1 year	+14.74%	+23.50%
5 years(CAGR)	+11.06%	+29.25%
10 years(CAGR)	+13.05%	+7.43%
Max(CAGR)	+8.41%	+4.34%

FXO

+5.62%

Winner

EMO

+6.65%

Winner

FXO

+9.25%

EMO

+8.42%

FXO

+7.02%

Winner

EMO

+17.35%

FXO

+14.74%

Winner

EMO

+23.50%

5Y(CAGR)

FXO

+11.06%

Winner

EMO

+29.25%

10Y(CAGR)

Winner

FXO

+13.05%

EMO

+7.43%

Max(CAGR)

Winner

FXO

+8.41%

EMO

+4.34%

FXO vs EMO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FXO	EMO
2026	+7.19%	+21.37%
2025	+13.88%	+6.99%
2024	+27.24%	+44.57%
2023	+9.08%	+36.60%
2022	-9.62%	+34.91%
2021	+39.47%	+74.02%
2020	+5.64%	-65.02%
2019	+26.07%	+15.33%
2018	-11.40%	-27.49%
2017	+17.18%	-1.34%
2016	+20.31%	+13.87%
2015	+1.29%	-42.18%
2014	+9.86%	+9.30%
2013	+36.94%	+13.80%
2012	+19.02%	+15.44%
2011	-8.70%	-1.56%
2010	+18.07%	N/A
2009	+30.70%	N/A
2008	-37.89%	N/A
2007	-20.20%	N/A

FXO vs EMO Drawdown Comparison

The maximum drawdown for FXO was -71.30%, occurring on Mar 6, 2009. Recovery took 1480 trading sessions.

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

The current FXO drawdown is -0.57%. The current EMO drawdown is -1.34%.

Rank	FXO	EMO
#1	-71.30% May 24, 2007 - Apr 11, 2013	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-48.55% Feb 20, 2020 - Dec 4, 2020	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-28.81% Jan 11, 2022 - Mar 20, 2024	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-21.48% Sep 20, 2018 - Jul 12, 2019	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-21.35% Nov 25, 2024 - Aug 13, 2025	-11.04% May 24, 2013 - May 7, 2014
#6	-19.26% Aug 10, 2015 - Aug 5, 2016	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-11.72% Feb 6, 2026 - Jun 23, 2026	-10.63% Mar 25, 2026 - Apr 17, 2026
#8	-9.66% Jan 26, 2018 - Aug 20, 2018	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-9.32% Jun 1, 2021 - Aug 25, 2021	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-9.12% Nov 3, 2021 - Jan 11, 2022	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-8.14% Jul 31, 2024 - Aug 23, 2024	-4.30% Feb 28, 2013 - Mar 27, 2013
#12	-8.13% Jul 24, 2019 - Nov 4, 2019	-4.12% Feb 8, 2013 - Feb 27, 2013
#13	-7.51% Mar 28, 2024 - May 15, 2024	-4.04% Aug 20, 2012 - Sep 20, 2012
#14	-7.20% Sep 2, 2014 - Oct 31, 2014	-3.96% Mar 2, 2026 - Mar 20, 2026
#15	-7.14% Sep 19, 2025 - Dec 10, 2025	-3.79% Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between FXO and EMO is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24

-101

Dividend Comparison (2007 - 2026)

FXO vs EMO dividend yield comparison.

Year	FXO	EMO
2026	1.11%	4.13%
2025	1.78%	9.41%
2024	1.97%	7.15%
2023	2.98%	6.79%
2022	2.49%	6.71%
2021	1.91%	6.71%
2020	2.60%	15.82%
2019	1.72%	10.94%
2018	2.60%	16.39%
2017	1.62%	10.85%
2016	1.35%	9.76%
2015	1.51%	11.88%
2014	1.54%	5.91%
2013	1.21%	5.89%
2012	1.88%	6.44%
2011	2.49%	3.46%
2010	1.27%	0.00%
2009	1.06%	0.00%
2008	2.35%	0.00%
2007	1.32%	0.00%