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LGLV vs EMO

Comparison between STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed LGLV, delivering a return of +30.3% compared to +8.4%

LGLV vs EMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LGLV
$1.20B
EMO
$1.20B
Expense Ratio
LGLV
0.12%
EMO
N/A
Max Drawdown
Winner
LGLV
36.99%
EMO
97.19%
Sharpe Ratio
LGLV
0.62
Winner
EMO
1.03
5Y Beta
Winner
LGLV
0.41
EMO
0.48
P/E Ratio
LGLV
24.84
EMO
N/A
Forward P/E
LGLV
21.12
EMO
N/A
PEG Ratio
LGLV
0.59
EMO
N/A
5Y Dividends CAGR
LGLV
10.65%
Winner
EMO
28.59%
5Y EPS CAGR
LGLV
10.00%
EMO
N/A
Debt to Equity
LGLV
52.35%
EMO
N/A
P/S Ratio
LGLV
2.90
EMO
N/A
P/B Ratio
LGLV
3.29
EMO
N/A

LGLV vs EMO - Historical Returns

Returns include dividend reinvestment.

1M
LGLV
+2.55%
Winner
EMO
+3.15%
3M
Winner
LGLV
+6.80%
EMO
+5.91%
6M
LGLV
+2.59%
Winner
EMO
+8.88%
1Y
LGLV
+10.22%
Winner
EMO
+22.63%
5Y(CAGR)
LGLV
+8.45%
Winner
EMO
+30.32%
10Y(CAGR)
Winner
LGLV
+11.28%
EMO
+7.61%
Max(CAGR)
Winner
LGLV
+12.01%
EMO
+4.30%

LGLV vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearLGLVEMO
2026+8.42%+21.05%
2025+8.79%+6.99%
2024+15.88%+44.57%
2023+9.02%+36.60%
2022-7.09%+34.91%
2021+30.70%+74.02%
2020+7.07%-65.02%
2019+31.91%+15.33%
2018+0.78%-27.49%
2017+17.66%-1.34%
2016+13.77%+13.87%
2015+3.00%-42.18%
2014+18.26%+9.30%
2013+18.38%+13.80%
2012N/A+15.44%
2011N/A-1.56%

LGLV vs EMO Drawdown Comparison

The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

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

The current LGLV drawdown is -1.26%. The current EMO drawdown is -1.72%.

RankLGLVEMO
#1-36.62%
Feb 14, 2020 - Dec 17, 2020
-95.09%
Aug 28, 2014 - Jan 21, 2025
#2-17.49%
Dec 29, 2021 - Dec 28, 2023
-22.28%
Jul 27, 2011 - Feb 10, 2012
#3-13.61%
Sep 21, 2018 - Feb 19, 2019
-18.81%
Apr 2, 2025 - Aug 29, 2025
#4-10.18%
Nov 27, 2024 - May 19, 2025
-13.19%
Oct 4, 2012 - Jan 2, 2013
#5-10.04%
Nov 19, 2015 - Mar 16, 2016
-11.04%
May 24, 2013 - May 7, 2014
#6-9.04%
Aug 17, 2015 - Oct 28, 2015
-10.87%
Aug 29, 2025 - Jan 13, 2026
#7-7.99%
Jan 26, 2018 - Jul 18, 2018
-10.63%
Mar 25, 2026 - Jul 24, 2026
#8-7.52%
Sep 2, 2016 - Dec 13, 2016
-9.78%
Mar 27, 2012 - Jul 18, 2012
#9-6.86%
Mar 2, 2026 - Jul 24, 2026
-7.80%
Jan 21, 2025 - Apr 2, 2025
#10-6.10%
Sep 2, 2021 - Oct 21, 2021
-7.03%
Jul 1, 2014 - Aug 20, 2014
#11-5.91%
May 21, 2013 - Jul 15, 2013
-4.68%
Jul 24, 2026 - Aug 5, 2026
#12-5.56%
Aug 2, 2013 - Oct 18, 2013
-4.30%
Feb 28, 2013 - Mar 27, 2013
#13-5.18%
Mar 28, 2024 - Jun 24, 2024
-4.12%
Feb 8, 2013 - Feb 27, 2013
#14-5.14%
Sep 19, 2014 - Oct 28, 2014
-4.04%
Aug 20, 2012 - Sep 20, 2012
#15-4.50%
Jul 26, 2019 - Sep 4, 2019
-3.96%
Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between LGLV and EMO is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18
-101

Dividend Comparison (2011 - 2026)

LGLV vs EMO dividend yield comparison.

YearLGLVEMO
20261.02%4.86%
20251.94%9.41%
20241.93%7.15%
20232.03%6.79%
20221.95%6.71%
20211.65%6.71%
20201.98%15.82%
20191.89%10.94%
20182.09%16.39%
20174.39%10.85%
20162.54%9.76%
20152.97%11.88%
20147.14%5.91%
20132.99%5.89%
20120.00%6.44%
20110.00%3.46%

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