JSMD vs EMO

Comparison between JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF (JSMD, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed JSMD, delivering a return of +30.3% compared to +8.3%

JSMD vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JSMD(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.30%	N/A
Max Drawdown	38.98%	97.19%
Sharpe Ratio	0.92	0.92
5Y Beta	1.13	0.51
P/E Ratio	34.36	N/A
Forward P/E	18.53	N/A
5Y Dividends CAGR	25.97%	28.55%
5Y EPS CAGR	25.40%	N/A
Debt to Equity	85.08%	N/A
P/S Ratio	1.64	N/A
P/B Ratio	5.97	N/A

Net Assets

JSMD

$1.10B

EMO

$1.10B

Expense Ratio

JSMD

0.30%

EMO

N/A

Max Drawdown

Winner

JSMD

38.98%

EMO

97.19%

Sharpe Ratio

Winner

JSMD

0.92

EMO

0.92

5Y Beta

JSMD

1.13

Winner

EMO

0.51

P/E Ratio

JSMD

34.36

EMO

N/A

Forward P/E

JSMD

18.53

EMO

N/A

5Y Dividends CAGR

JSMD

25.97%

Winner

EMO

28.55%

5Y EPS CAGR

JSMD

25.40%

EMO

N/A

Debt to Equity

JSMD

85.08%

EMO

N/A

P/S Ratio

JSMD

1.64

EMO

N/A

P/B Ratio

JSMD

5.97

EMO

N/A

JSMD vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	JSMD	EMO
1 month	-1.42%	+6.85%
3 months	+9.09%	+8.79%
6 months	+10.17%	+17.06%
1 year	+25.32%	+22.38%
5 years(CAGR)	+8.31%	+30.31%
10 years(CAGR)	+13.24%	+7.46%
Max(CAGR)	+14.32%	+4.36%

JSMD

-1.42%

Winner

EMO

+6.85%

Winner

JSMD

+9.09%

EMO

+8.79%

JSMD

+10.17%

Winner

EMO

+17.06%

Winner

JSMD

+25.32%

EMO

+22.38%

5Y(CAGR)

JSMD

+8.31%

Winner

EMO

+30.31%

10Y(CAGR)

Winner

JSMD

+13.24%

EMO

+7.46%

Max(CAGR)

Winner

JSMD

+14.32%

EMO

+4.36%

JSMD vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	JSMD	EMO
2026	+18.03%	+21.72%
2025	+9.39%	+6.99%
2024	+15.97%	+44.57%
2023	+27.26%	+36.60%
2022	-23.04%	+34.91%
2021	+10.82%	+74.02%
2020	+29.98%	-65.02%
2019	+30.77%	+15.33%
2018	-4.60%	-27.49%
2017	+24.45%	-1.34%
2016	+24.38%	+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%

JSMD vs EMO Drawdown Comparison

The maximum drawdown for JSMD was -38.98%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

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

The current JSMD drawdown is -4.06%. The current EMO drawdown is -1.06%.

Rank	JSMD	EMO
#1	-38.98% Jan 23, 2020 - Jul 23, 2020	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-32.18% Nov 16, 2021 - Mar 28, 2024	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-27.05% Sep 14, 2018 - Nov 26, 2019	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-24.02% Dec 4, 2024 - Aug 22, 2025	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-14.86% Jan 22, 2026 - Apr 17, 2026	-11.04% May 24, 2013 - May 7, 2014
#6	-11.27% Jul 14, 2017 - Nov 29, 2017	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-10.49% Sep 18, 2025 - Jan 15, 2026	-10.63% Mar 25, 2026 - Apr 17, 2026
#8	-9.09% Jul 16, 2024 - Sep 19, 2024	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-8.68% Jan 26, 2018 - Mar 9, 2018	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-8.52% Feb 9, 2021 - Apr 16, 2021	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-8.51% Apr 26, 2021 - Nov 3, 2021	-4.30% Feb 28, 2013 - Mar 27, 2013
#12	-8.13% Sep 2, 2020 - Oct 7, 2020	-4.12% Feb 8, 2013 - Feb 27, 2013
#13	-7.87% Jun 7, 2016 - Jul 11, 2016	-4.04% Aug 20, 2012 - Sep 20, 2012
#14	-7.34% Mar 28, 2024 - Jul 15, 2024	-3.96% Mar 2, 2026 - Mar 20, 2026
#15	-7.31% Oct 12, 2020 - Nov 5, 2020	-3.79% Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between JSMD 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)

JSMD vs EMO dividend yield comparison.

Year	JSMD	EMO
2026	0.17%	4.12%
2025	0.54%	9.41%
2024	0.76%	7.15%
2023	0.44%	6.79%
2022	0.40%	6.71%
2021	0.28%	6.71%
2020	0.24%	15.82%
2019	0.32%	10.94%
2018	0.53%	16.39%
2017	0.30%	10.85%
2016	0.36%	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%