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IHE vs EMO

Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed IHE, delivering a return of +30.3% compared to +11.8%

IHE vs EMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IHE
$1.10B
EMO
$1.10B
Expense Ratio
IHE
0.38%
EMO
N/A
Max Drawdown
Winner
IHE
39.60%
EMO
97.19%
Sharpe Ratio
Winner
IHE
2.24
EMO
0.92
5Y Beta
Winner
IHE
0.48
EMO
0.51
P/E Ratio
IHE
82.51
EMO
N/A
Forward P/E
IHE
17.86
EMO
N/A
5Y Dividends CAGR
IHE
12.87%
Winner
EMO
28.55%
5Y EPS CAGR
IHE
12.21%
EMO
N/A
Debt to Equity
IHE
73.28%
EMO
N/A
P/S Ratio
IHE
4.31
EMO
N/A
P/B Ratio
IHE
5.09
EMO
N/A

IHE vs EMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IHE
+8.96%
EMO
+6.85%
3M
Winner
IHE
+17.13%
EMO
+8.79%
6M
IHE
+16.63%
Winner
EMO
+17.06%
1Y
Winner
IHE
+53.60%
EMO
+22.38%
5Y(CAGR)
IHE
+11.82%
Winner
EMO
+30.31%
10Y(CAGR)
Winner
IHE
+8.70%
EMO
+7.46%
Max(CAGR)
Winner
IHE
+10.92%
EMO
+4.36%

IHE vs EMO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearIHEEMO
2026+19.69%+21.72%
2025+31.90%+6.99%
2024+6.78%+44.57%
2023+1.05%+36.60%
2022-4.09%+34.91%
2021+13.83%+74.02%
2020+13.34%-65.02%
2019+15.22%+15.33%
2018-8.88%-27.49%
2017+8.88%-1.34%
2016-9.62%+13.87%
2015+8.44%-42.18%
2014+30.78%+9.30%
2013+38.26%+13.80%
2012+12.71%+15.44%
2011+19.91%-1.56%
2010+10.99%N/A
2009+28.22%N/A
2008-13.94%N/A
2007+1.86%N/A
2006+6.50%N/A

IHE vs EMO Drawdown Comparison

The maximum drawdown for IHE was -38.20%, occurring on Mar 5, 2009. Recovery took 647 trading sessions.

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

The current IHE drawdown is -2.40%. The current EMO drawdown is -1.06%.

RankIHEEMO
#1-38.20%
May 22, 2007 - Dec 14, 2009
-95.09%
Aug 28, 2014 - Jan 21, 2025
#2-32.21%
Jul 16, 2015 - Oct 9, 2020
-22.28%
Jul 27, 2011 - Feb 10, 2012
#3-27.89%
Mar 23, 2010 - Sep 20, 2010
-18.81%
Apr 2, 2025 - Aug 29, 2025
#4-16.88%
Jul 7, 2011 - Dec 20, 2011
-13.19%
Oct 4, 2012 - Jan 2, 2013
#5-16.02%
Apr 7, 2022 - Feb 5, 2024
-11.04%
May 24, 2013 - May 7, 2014
#6-15.92%
Feb 25, 2025 - Sep 30, 2025
-10.87%
Aug 29, 2025 - Jan 13, 2026
#7-10.43%
Mar 4, 2014 - Jun 19, 2014
-10.63%
Mar 25, 2026 - Apr 17, 2026
#8-10.39%
Oct 17, 2012 - Feb 1, 2013
-9.78%
Mar 27, 2012 - Jul 18, 2012
#9-9.85%
Aug 30, 2024 - Feb 25, 2025
-7.80%
Jan 21, 2025 - Apr 2, 2025
#10-9.73%
Dec 27, 2021 - Apr 7, 2022
-7.03%
Jul 1, 2014 - Aug 20, 2014
#11-9.43%
Feb 23, 2024 - Jul 16, 2024
-4.30%
Feb 28, 2013 - Mar 27, 2013
#12-8.47%
Feb 27, 2026 - May 27, 2026
-4.12%
Feb 8, 2013 - Feb 27, 2013
#13-7.82%
Jan 25, 2021 - May 20, 2021
-4.04%
Aug 20, 2012 - Sep 20, 2012
#14-7.80%
Aug 17, 2021 - Dec 16, 2021
-3.96%
Mar 2, 2026 - Mar 20, 2026
#15-7.74%
Jul 3, 2014 - Sep 3, 2014
-3.79%
Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between IHE and EMO is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21
-101

Dividend Comparison (2006 - 2026)

IHE vs EMO dividend yield comparison.

YearIHEEMO
20260.56%4.12%
20251.76%9.41%
20241.73%7.15%
20231.39%6.79%
20222.01%6.71%
20211.49%6.71%
20201.19%15.82%
20191.40%10.94%
20181.25%16.39%
20171.36%10.85%
20160.92%9.76%
20151.93%11.88%
20141.20%5.91%
20131.06%5.89%
20121.97%6.44%
20111.18%3.46%
20101.39%0.00%
20091.37%0.00%
20081.64%0.00%
20071.03%0.00%
20060.62%0.00%

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