IYC vs EMO

Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed IYC, delivering a return of +30.4% compared to +6.4%

IYC vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYC(ETF)	EMO(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.38%	N/A
Max Drawdown	54.01%	97.19%
Sharpe Ratio	0.06	1.02
5Y Beta	0.97	0.48
P/E Ratio	25.00	N/A
Forward P/E	23.36	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	5.17%	28.59%
5Y EPS CAGR	16.98%	N/A
Debt to Equity	-129.17%	N/A
P/S Ratio	1.91	N/A
P/B Ratio	5.73	N/A

Net Assets

IYC

$1.20B

EMO

$1.20B

Expense Ratio

IYC

0.38%

EMO

N/A

Max Drawdown

Winner

IYC

54.01%

EMO

97.19%

Sharpe Ratio

IYC

0.06

Winner

EMO

1.02

5Y Beta

IYC

0.97

Winner

EMO

0.48

P/E Ratio

IYC

25.00

EMO

N/A

Forward P/E

IYC

23.36

EMO

N/A

PEG Ratio

IYC

0.26

EMO

N/A

5Y Dividends CAGR

IYC

5.17%

Winner

EMO

28.59%

5Y EPS CAGR

IYC

16.98%

EMO

N/A

Debt to Equity

IYC

-129.17%

EMO

N/A

P/S Ratio

IYC

1.91

EMO

N/A

P/B Ratio

IYC

5.73

EMO

N/A

IYC vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	IYC	EMO
1 month	+2.24%	+2.08%
3 months	+1.03%	+4.43%
6 months	+1.01%	+9.34%
1 year	+3.65%	+19.56%
5 years(CAGR)	+6.42%	+30.44%
10 years(CAGR)	+11.64%	+7.19%
Max(CAGR)	+8.53%	+4.19%

Winner

IYC

+2.24%

EMO

+2.08%

IYC

+1.03%

Winner

EMO

+4.43%

IYC

+1.01%

Winner

EMO

+9.34%

IYC

+3.65%

Winner

EMO

+19.56%

5Y(CAGR)

IYC

+6.42%

Winner

EMO

+30.44%

10Y(CAGR)

Winner

IYC

+11.64%

EMO

+7.19%

Max(CAGR)

Winner

IYC

+8.53%

EMO

+4.19%

IYC vs EMO - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYC	EMO
2026	+1.46%	+19.07%
2025	+8.59%	+6.99%
2024	+28.89%	+44.57%
2023	+34.49%	+36.60%
2022	-32.81%	+34.91%
2021	+21.63%	+74.02%
2020	+23.36%	-65.02%
2019	+26.50%	+15.33%
2018	+0.42%	-27.49%
2017	+19.48%	-1.34%
2016	+7.50%	+13.87%
2015	+6.90%	-42.18%
2014	+14.72%	+9.30%
2013	+37.93%	+13.80%
2012	+22.52%	+15.44%
2011	+5.73%	-1.56%
2010	+22.30%	N/A
2009	+28.24%	N/A
2008	-29.20%	N/A
2007	-8.27%	N/A
2006	+13.25%	N/A
2005	-1.79%	N/A
2004	+11.53%	N/A
2003	+28.54%	N/A
2002	-24.28%	N/A
2001	+2.65%	N/A
2000	-6.22%	N/A

IYC vs EMO Drawdown Comparison

The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.

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

The current IYC drawdown is -2.79%. The current EMO drawdown is -3.34%.

Rank	IYC	EMO
#1	-53.10% Jun 4, 2007 - Feb 4, 2011	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-41.37% May 22, 2001 - Oct 4, 2006	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-35.89% Nov 5, 2021 - Sep 17, 2024	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-33.31% Feb 19, 2020 - Aug 4, 2020	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-21.62% Feb 6, 2025 - Jul 14, 2025	-11.04% May 24, 2013 - May 7, 2014
#6	-20.49% Sep 27, 2018 - Apr 12, 2019	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-18.96% Jul 14, 2000 - May 21, 2001	-10.63% Mar 25, 2026 - Jul 24, 2026
#8	-17.91% Jul 7, 2011 - Jan 19, 2012	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-14.99% Aug 4, 2015 - Jul 12, 2016	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-11.97% Jan 13, 2026 - Mar 27, 2026	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-10.26% Jan 29, 2018 - Jun 14, 2018	-4.68% Jul 24, 2026 - Aug 5, 2026
#12	-8.25% Sep 16, 2025 - Jan 8, 2026	-4.30% Feb 28, 2013 - Mar 27, 2013
#13	-7.72% Sep 5, 2014 - Nov 6, 2014	-4.12% Feb 8, 2013 - Feb 27, 2013
#14	-7.62% Jul 15, 2019 - Nov 27, 2019	-4.04% Aug 20, 2012 - Sep 20, 2012
#15	-7.40% Oct 13, 2020 - Nov 9, 2020	-3.96% Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between IYC and EMO is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

0.13

-101

Dividend Comparison (2000 - 2026)

IYC vs EMO dividend yield comparison.

Year	IYC	EMO
2026	0.26%	4.94%
2025	0.51%	9.41%
2024	0.47%	7.15%
2023	0.68%	6.79%
2022	0.68%	6.71%
2021	0.39%	6.71%
2020	0.65%	15.82%
2019	0.89%	10.94%
2018	0.90%	16.39%
2017	0.92%	10.85%
2016	1.10%	9.76%
2015	1.03%	11.88%
2014	0.79%	5.91%
2013	0.79%	5.89%
2012	1.52%	6.44%
2011	1.10%	3.46%
2010	0.99%	0.00%
2009	1.06%	0.00%
2008	1.61%	0.00%
2007	0.70%	0.00%
2006	0.60%	0.00%
2005	0.25%	0.00%
2004	0.23%	0.00%
2003	0.21%	0.00%
2002	0.08%	0.00%
2001	0.12%	0.00%
2000	0.47%	0.00%