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MFSI vs EMO

Comparison between MFS ACTIVE INTERNATIONAL ETF (MFSI, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

MFSI vs EMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MFSI
$1.20B
EMO
$1.20B
Expense Ratio
MFSI
0.59%
EMO
N/A
Max Drawdown
Winner
MFSI
13.67%
EMO
97.19%
Sharpe Ratio
Winner
MFSI
1.09
EMO
1.02
5Y Beta
MFSI
0.73
Winner
EMO
0.48
5Y Dividends CAGR
MFSI
N/A
EMO
28.59%

MFSI vs EMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MFSI
+3.58%
EMO
+2.08%
3M
Winner
MFSI
+6.95%
EMO
+4.43%
6M
MFSI
+6.95%
Winner
EMO
+9.34%
1Y
Winner
MFSI
+20.13%
EMO
+19.56%
5Y(CAGR)
MFSI
N/A
EMO
+30.44%
10Y(CAGR)
MFSI
N/A
EMO
+7.19%
Max(CAGR)
Winner
MFSI
+19.56%
EMO
+4.19%

MFSI vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearMFSIEMO
2026+9.72%+19.07%
2025+26.86%+6.99%
2024-4.21%+44.57%
2023N/A+36.60%
2022N/A+34.91%
2021N/A+74.02%
2020N/A-65.02%
2019N/A+15.33%
2018N/A-27.49%
2017N/A-1.34%
2016N/A+13.87%
2015N/A-42.18%
2014N/A+9.30%
2013N/A+13.80%
2012N/A+15.44%
2011N/A-1.56%

MFSI vs EMO Drawdown Comparison

The maximum drawdown for MFSI was -13.67%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.

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

The current EMO drawdown is -3.34%.

RankMFSIEMO
#1-13.67%
Mar 19, 2025 - May 2, 2025
-95.09%
Aug 28, 2014 - Jan 21, 2025
#2-11.17%
Feb 26, 2026 - May 29, 2026
-22.28%
Jul 27, 2011 - Feb 10, 2012
#3-5.62%
Dec 9, 2024 - Jan 24, 2025
-18.81%
Apr 2, 2025 - Aug 29, 2025
#4-5.03%
Jul 23, 2025 - Sep 11, 2025
-13.19%
Oct 4, 2012 - Jan 2, 2013
#5-4.96%
Nov 12, 2025 - Dec 11, 2025
-11.04%
May 24, 2013 - May 7, 2014
#6-4.29%
Jun 2, 2026 - Jul 6, 2026
-10.87%
Aug 29, 2025 - Jan 13, 2026
#7-3.62%
Oct 6, 2025 - Nov 11, 2025
-10.63%
Mar 25, 2026 - Jul 24, 2026
#8-2.76%
Jun 12, 2025 - Jun 27, 2025
-9.78%
Mar 27, 2012 - Jul 18, 2012
#9-2.42%
Mar 7, 2025 - Mar 17, 2025
-7.80%
Jan 21, 2025 - Apr 2, 2025
#10-2.39%
Jul 6, 2026 - Jul 30, 2026
-7.03%
Jul 1, 2014 - Aug 20, 2014
#11-2.31%
Jan 12, 2026 - Jan 27, 2026
-4.68%
Jul 24, 2026 - Aug 5, 2026
#12-2.04%
Jan 30, 2025 - Feb 12, 2025
-4.30%
Feb 28, 2013 - Mar 27, 2013
#13-1.96%
Jan 27, 2026 - Feb 6, 2026
-4.12%
Feb 8, 2013 - Feb 27, 2013
#14-1.91%
Feb 18, 2025 - Mar 5, 2025
-4.04%
Aug 20, 2012 - Sep 20, 2012
#15-1.50%
Jul 9, 2025 - Jul 22, 2025
-3.96%
Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between MFSI and EMO is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2011 - 2026)

MFSI vs EMO dividend yield comparison.

YearMFSIEMO
20260.04%4.94%
20250.81%9.41%
20240.00%7.15%
20230.00%6.79%
20220.00%6.71%
20210.00%6.71%
20200.00%15.82%
20190.00%10.94%
20180.00%16.39%
20170.00%10.85%
20160.00%9.76%
20150.00%11.88%
20140.00%5.91%
20130.00%5.89%
20120.00%6.44%
20110.00%3.46%

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