IQDF vs EMO

Comparison between FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND (IQDF, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed IQDF, delivering a return of +30.3% compared to +11.5%

IQDF vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQDF(ETF)	EMO(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.47%	N/A
Max Drawdown	47.43%	97.19%
Sharpe Ratio	1.56	1.03
5Y Beta	0.72	0.48
5Y Dividends CAGR	6.84%	28.59%

Net Assets

IQDF

$1.20B

EMO

$1.20B

Expense Ratio

IQDF

0.47%

EMO

N/A

Max Drawdown

Winner

IQDF

47.43%

EMO

97.19%

Sharpe Ratio

Winner

IQDF

1.56

EMO

1.03

5Y Beta

IQDF

0.72

Winner

EMO

0.48

5Y Dividends CAGR

IQDF

6.84%

Winner

EMO

28.59%

IQDF vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	IQDF	EMO
1 month	+1.99%	+3.15%
3 months	+3.16%	+5.91%
6 months	+7.02%	+8.88%
1 year	+31.09%	+22.63%
5 years(CAGR)	+11.54%	+30.32%
10 years(CAGR)	+9.45%	+7.61%
Max(CAGR)	+7.31%	+4.30%

IQDF

+1.99%

Winner

EMO

+3.15%

IQDF

+3.16%

Winner

EMO

+5.91%

IQDF

+7.02%

Winner

EMO

+8.88%

Winner

IQDF

+31.09%

EMO

+22.63%

5Y(CAGR)

IQDF

+11.54%

Winner

EMO

+30.32%

10Y(CAGR)

Winner

IQDF

+9.45%

EMO

+7.61%

Max(CAGR)

Winner

IQDF

+7.31%

EMO

+4.30%

IQDF vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IQDF	EMO
2026	+16.51%	+21.05%
2025	+36.09%	+6.99%
2024	+7.59%	+44.57%
2023	+19.03%	+36.60%
2022	-15.23%	+34.91%
2021	+9.87%	+74.02%
2020	+2.54%	-65.02%
2019	+21.02%	+15.33%
2018	-18.09%	-27.49%
2017	+23.26%	-1.34%
2016	+10.55%	+13.87%
2015	-9.46%	-42.18%
2014	-3.55%	+9.30%
2013	+11.37%	+13.80%
2012	N/A	+15.44%
2011	N/A	-1.56%

IQDF vs EMO Drawdown Comparison

The maximum drawdown for IQDF was -39.80%, occurring on Mar 23, 2020. Recovery took 743 trading sessions.

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

The current IQDF drawdown is -0.57%. The current EMO drawdown is -1.72%.

Rank	IQDF	EMO
#1	-39.80% Jan 26, 2018 - Jan 8, 2021	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-30.29% Jun 14, 2021 - Feb 22, 2024	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-30.27% Jul 24, 2014 - Jul 20, 2017	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-13.92% Mar 17, 2025 - May 2, 2025	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-11.45% May 21, 2013 - Sep 11, 2013	-11.04% May 24, 2013 - May 7, 2014
#6	-10.02% Feb 25, 2026 - May 6, 2026	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-9.89% Sep 26, 2024 - Mar 17, 2025	-10.63% Mar 25, 2026 - Jul 24, 2026
#8	-7.79% Oct 22, 2013 - Mar 6, 2014	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-7.36% Jul 12, 2024 - Aug 23, 2024	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-4.82% Jan 20, 2021 - Feb 11, 2021	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-4.41% Jun 2, 2026 - Jun 15, 2026	-4.68% Jul 24, 2026 - Aug 5, 2026
#12	-4.24% Jul 23, 2025 - Aug 12, 2025	-4.30% Feb 28, 2013 - Mar 27, 2013
#13	-4.15% Nov 12, 2025 - Dec 10, 2025	-4.12% Feb 8, 2013 - Feb 27, 2013
#14	-3.93% Aug 30, 2024 - Sep 24, 2024	-4.04% Aug 20, 2012 - Sep 20, 2012
#15	-3.77% Mar 7, 2024 - May 3, 2024	-3.96% Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between IQDF and EMO is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2011 - 2026)

IQDF vs EMO dividend yield comparison.

Year	IQDF	EMO
2026	1.65%	4.86%
2025	3.27%	9.41%
2024	6.72%	7.15%
2023	6.06%	6.79%
2022	5.59%	6.71%
2021	4.13%	6.71%
2020	3.31%	15.82%
2019	4.46%	10.94%
2018	5.78%	16.39%
2017	3.89%	10.85%
2016	3.75%	9.76%
2015	4.27%	11.88%
2014	4.35%	5.91%
2013	1.59%	5.89%
2012	0.00%	6.44%
2011	0.00%	3.46%