IVES vs EMO

Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

IVES vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVES(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.75%	N/A
Max Drawdown	22.95%	97.19%
Sharpe Ratio	1.24	1.10
5Y Beta	1.78	0.52
P/E Ratio	98.60	N/A
Forward P/E	11.98	N/A
5Y Dividends CAGR	N/A	28.55%
Debt to Equity	76.87%	N/A
P/S Ratio	1.46	N/A
P/B Ratio	3.68	N/A

Net Assets

IVES

$1.10B

EMO

$1.10B

Expense Ratio

IVES

0.75%

EMO

N/A

Max Drawdown

Winner

IVES

22.95%

EMO

97.19%

Sharpe Ratio

Winner

IVES

1.24

EMO

1.10

5Y Beta

IVES

1.78

Winner

EMO

0.52

P/E Ratio

IVES

98.60

EMO

N/A

Forward P/E

IVES

11.98

EMO

N/A

5Y Dividends CAGR

IVES

N/A

EMO

28.55%

Debt to Equity

IVES

76.87%

EMO

N/A

P/S Ratio

IVES

1.46

EMO

N/A

P/B Ratio

IVES

3.68

EMO

N/A

IVES vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	IVES	EMO
1 month	-1.98%	+6.65%
3 months	+20.20%	+8.42%
6 months	+14.80%	+17.35%
1 year	+39.53%	+23.50%
5 years(CAGR)	N/A	+29.25%
10 years(CAGR)	N/A	+7.43%
Max(CAGR)	+42.90%	+4.34%

IVES

-1.98%

Winner

EMO

+6.65%

Winner

IVES

+20.20%

EMO

+8.42%

IVES

+14.80%

Winner

EMO

+17.35%

Winner

IVES

+39.53%

EMO

+23.50%

5Y(CAGR)

IVES

N/A

EMO

+29.25%

10Y(CAGR)

IVES

N/A

EMO

+7.43%

Max(CAGR)

Winner

IVES

+42.90%

EMO

+4.34%

IVES vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IVES	EMO
2026	+17.34%	+21.37%
2025	+25.06%	+6.99%
2024	N/A	+44.57%
2023	N/A	+36.60%
2022	N/A	+34.91%
2021	N/A	+74.02%
2020	N/A	-65.02%
2019	N/A	+15.33%
2018	N/A	-27.49%
2017	N/A	-1.34%
2016	N/A	+13.87%
2015	N/A	-42.18%
2014	N/A	+9.30%
2013	N/A	+13.80%
2012	N/A	+15.44%
2011	N/A	-1.56%

IVES vs EMO Drawdown Comparison

The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.

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

The current IVES drawdown is -10.02%. The current EMO drawdown is -1.34%.

Rank	IVES	EMO
#1	-22.64% Oct 29, 2025 - May 6, 2026	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-14.02% Jun 1, 2026 - Jun 25, 2026	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-4.63% Aug 13, 2025 - Aug 28, 2025	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-4.26% Jul 28, 2025 - Aug 13, 2025	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-4.20% Oct 8, 2025 - Oct 24, 2025	-11.04% May 24, 2013 - May 7, 2014
#6	-3.33% May 14, 2026 - May 21, 2026	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-2.61% Jul 3, 2025 - Jul 17, 2025	-10.63% Mar 25, 2026 - Apr 17, 2026
#8	-2.49% Sep 22, 2025 - Oct 1, 2025	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-1.81% Jun 30, 2025 - Jul 3, 2025	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-1.64% Jun 12, 2025 - Jun 16, 2025	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-1.61% May 11, 2026 - May 14, 2026	-4.30% Feb 28, 2013 - Mar 27, 2013
#12	-1.57% Aug 28, 2025 - Sep 5, 2025	-4.12% Feb 8, 2013 - Feb 27, 2013
#13	-1.41% Jun 16, 2025 - Jun 24, 2025	-4.04% Aug 20, 2012 - Sep 20, 2012
#14	-1.32% Oct 6, 2025 - Oct 8, 2025	-3.96% Mar 2, 2026 - Mar 20, 2026
#15	-1.04% Jul 18, 2025 - Jul 23, 2025	-3.79% Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between IVES and EMO is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2011 - 2026)

IVES vs EMO dividend yield comparison.

Year	IVES	EMO
2026	0.00%	4.13%
2025	0.41%	9.41%
2024	0.00%	7.15%
2023	0.00%	6.79%
2022	0.00%	6.71%
2021	0.00%	6.71%
2020	0.00%	15.82%
2019	0.00%	10.94%
2018	0.00%	16.39%
2017	0.00%	10.85%
2016	0.00%	9.76%
2015	0.00%	11.88%
2014	0.00%	5.91%
2013	0.00%	5.89%
2012	0.00%	6.44%
2011	0.00%	3.46%