GOVI vs EMO

Comparison between INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF (GOVI, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed GOVI, delivering a return of +30.4% compared to -3.6%

GOVI vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GOVI(ETF)	EMO(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.15%	N/A
Max Drawdown	36.14%	97.19%
Sharpe Ratio	-0.55	1.02
5Y Beta	0.04	0.48
5Y Dividends CAGR	25.42%	28.59%

Net Assets

GOVI

$1.20B

EMO

$1.20B

Expense Ratio

GOVI

0.15%

EMO

N/A

Max Drawdown

Winner

GOVI

36.14%

EMO

97.19%

Sharpe Ratio

GOVI

-0.55

Winner

EMO

1.02

5Y Beta

Winner

GOVI

0.04

EMO

0.48

5Y Dividends CAGR

GOVI

25.42%

Winner

EMO

28.59%

GOVI vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	GOVI	EMO
1 month	-0.93%	+2.08%
3 months	-1.28%	+4.43%
6 months	-2.08%	+9.34%
1 year	+0.23%	+19.56%
5 years(CAGR)	-3.61%	+30.44%
10 years(CAGR)	-0.43%	+7.19%
Max(CAGR)	+2.89%	+4.19%

GOVI

-0.93%

Winner

EMO

+2.08%

GOVI

-1.28%

Winner

EMO

+4.43%

GOVI

-2.08%

Winner

EMO

+9.34%

GOVI

+0.23%

Winner

EMO

+19.56%

5Y(CAGR)

GOVI

-3.61%

Winner

EMO

+30.44%

10Y(CAGR)

GOVI

-0.43%

Winner

EMO

+7.19%

Max(CAGR)

GOVI

+2.89%

Winner

EMO

+4.19%

GOVI vs EMO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	GOVI	EMO
2026	-1.48%	+19.07%
2025	+5.80%	+6.99%
2024	-2.57%	+44.57%
2023	+2.32%	+36.60%
2022	-18.88%	+34.91%
2021	-3.66%	+74.02%
2020	+11.93%	-65.02%
2019	+9.63%	+15.33%
2018	+0.42%	-27.49%
2017	+4.74%	-1.34%
2016	+0.44%	+13.87%
2015	-0.74%	-42.18%
2014	+14.53%	+9.30%
2013	-7.40%	+13.80%
2012	+3.51%	+15.44%
2011	+20.61%	-1.56%
2010	+8.69%	N/A
2009	-9.61%	N/A
2008	+20.14%	N/A
2007	+6.01%	N/A

GOVI vs EMO Drawdown Comparison

The maximum drawdown for GOVI was -32.70%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

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

The current GOVI drawdown is -23.18%. The current EMO drawdown is -3.34%.

Rank	GOVI	EMO
#1	-32.70% Aug 4, 2020 - Oct 19, 2023	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-16.67% Dec 30, 2008 - Aug 19, 2010	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-11.72% Jul 25, 2012 - Oct 14, 2014	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-11.22% Jul 8, 2016 - May 31, 2019	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-10.20% Aug 31, 2010 - Aug 2, 2011	-11.04% May 24, 2013 - May 7, 2014
#6	-10.16% Mar 9, 2020 - Apr 2, 2020	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-8.49% Jan 30, 2015 - Feb 8, 2016	-10.63% Mar 25, 2026 - Jul 24, 2026
#8	-6.66% Mar 20, 2008 - Sep 9, 2008	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-6.44% Sep 22, 2011 - Dec 19, 2011	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-5.98% Dec 19, 2011 - May 14, 2012	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-5.20% Aug 27, 2019 - Feb 20, 2020	-4.68% Jul 24, 2026 - Aug 5, 2026
#12	-4.93% Apr 2, 2020 - Jul 30, 2020	-4.30% Feb 28, 2013 - Mar 27, 2013
#13	-4.92% Oct 6, 2008 - Nov 19, 2008	-4.12% Feb 8, 2013 - Feb 27, 2013
#14	-3.65% Sep 17, 2008 - Oct 6, 2008	-4.04% Aug 20, 2012 - Sep 20, 2012
#15	-3.52% Jan 22, 2008 - Mar 12, 2008	-3.96% Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between GOVI and EMO is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62

-101

Dividend Comparison (2007 - 2026)

GOVI vs EMO dividend yield comparison.

Year	GOVI	EMO
2026	2.28%	4.94%
2025	3.75%	9.41%
2024	3.56%	7.15%
2023	2.88%	6.79%
2022	1.97%	6.71%
2021	1.16%	6.71%
2020	1.00%	15.82%
2019	1.96%	10.94%
2018	2.14%	16.39%
2017	2.02%	10.85%
2016	2.00%	9.76%
2015	2.14%	11.88%
2014	2.30%	5.91%
2013	2.43%	5.89%
2012	2.40%	6.44%
2011	2.92%	3.46%
2010	3.40%	0.00%
2009	3.70%	0.00%
2008	3.29%	0.00%
2007	0.95%	0.00%