OAKM vs EMO

Comparison between OAKMARK U.S. LARGE CAP ETF (OAKM, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

OAKM vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OAKM(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.59%	N/A
Max Drawdown	15.24%	97.19%
Sharpe Ratio	0.66	0.93
5Y Beta	0.73	0.52
P/E Ratio	18.61	N/A
Forward P/E	12.31	N/A
PEG Ratio	0.62	N/A
5Y Dividends CAGR	N/A	28.54%
5Y EPS CAGR	14.46%	N/A
Debt to Equity	90.21%	N/A
P/S Ratio	1.67	N/A
P/B Ratio	2.10	N/A

Net Assets

OAKM

$1.10B

EMO

$1.10B

Expense Ratio

OAKM

0.59%

EMO

N/A

Max Drawdown

Winner

OAKM

15.24%

EMO

97.19%

Sharpe Ratio

OAKM

0.66

Winner

EMO

0.93

5Y Beta

OAKM

0.73

Winner

EMO

0.52

P/E Ratio

OAKM

18.61

EMO

N/A

Forward P/E

OAKM

12.31

EMO

N/A

PEG Ratio

OAKM

0.62

EMO

N/A

5Y Dividends CAGR

OAKM

N/A

EMO

28.54%

5Y EPS CAGR

OAKM

14.46%

EMO

N/A

Debt to Equity

OAKM

90.21%

EMO

N/A

P/S Ratio

OAKM

1.67

EMO

N/A

P/B Ratio

OAKM

2.10

EMO

N/A

OAKM vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	OAKM	EMO
1 month	-0.82%	-3.62%
3 months	+2.01%	-4.00%
6 months	-2.07%	+17.53%
1 year	+11.90%	+20.90%
5 years(CAGR)	N/A	+26.76%
10 years(CAGR)	N/A	+3.35%
Max(CAGR)	+8.63%	-0.17%

Winner

OAKM

-0.82%

EMO

-3.62%

Winner

OAKM

+2.01%

EMO

-4.00%

OAKM

-2.07%

Winner

EMO

+17.53%

OAKM

+11.90%

Winner

EMO

+20.90%

5Y(CAGR)

OAKM

N/A

EMO

+26.76%

10Y(CAGR)

OAKM

N/A

EMO

+3.35%

Max(CAGR)

Winner

OAKM

+8.63%

EMO

-0.17%

OAKM vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	OAKM	EMO
2026	-1.93%	+15.36%
2025	+21.60%	+7.13%
2024	-4.83%	+44.81%
2023	N/A	+36.81%
2022	N/A	+35.10%
2021	N/A	+74.28%
2020	N/A	-66.42%
2019	N/A	+6.10%
2018	N/A	-33.80%
2017	N/A	-9.26%
2016	N/A	+4.24%
2015	N/A	-45.76%
2014	N/A	+4.38%
2013	N/A	+8.66%
2012	N/A	+9.46%
2011	N/A	-4.17%

OAKM vs EMO Drawdown Comparison

The maximum drawdown for OAKM was -15.24%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The maximum drawdown for EMO was -96.85%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current OAKM drawdown is -4.06%. The current EMO drawdown is -26.91%.

Rank	OAKM	EMO
#1	-15.24% Feb 19, 2025 - Jun 26, 2025	-96.85% Aug 28, 2014 - Mar 18, 2020
#2	-7.19% Jan 8, 2026 - Mar 27, 2026	-22.28% Jul 27, 2011 - Mar 1, 2012
#3	-6.12% Dec 3, 2024 - Jan 21, 2025	-13.28% May 21, 2013 - Jun 17, 2014
#4	-5.33% Oct 27, 2025 - Dec 3, 2025	-13.19% Oct 4, 2012 - Jan 3, 2013
#5	-4.74% Sep 18, 2025 - Oct 23, 2025	-11.00% Mar 27, 2012 - Aug 3, 2012
#6	-4.02% Jul 23, 2025 - Aug 22, 2025	-7.03% Jul 1, 2014 - Aug 27, 2014
#7	-1.95% Jan 27, 2025 - Feb 18, 2025	-5.28% Aug 20, 2012 - Oct 1, 2012
#8	-1.75% Dec 11, 2025 - Dec 26, 2025	-5.23% Feb 8, 2013 - Mar 28, 2013
#9	-1.65% Jul 10, 2025 - Jul 22, 2025	-3.79% Jun 22, 2011 - Jul 27, 2011
#10	-1.31% Aug 22, 2025 - Sep 11, 2025	-3.64% Jan 3, 2013 - Jan 31, 2013
#11	-1.03% Jan 6, 2026 - Jan 8, 2026	-3.30% Apr 1, 2013 - Apr 23, 2013
#12	-0.94% Dec 26, 2025 - Jan 5, 2026	-1.76% Mar 1, 2012 - Mar 20, 2012
#13	-0.85% Jul 3, 2025 - Jul 10, 2025	-1.45% Aug 7, 2012 - Aug 10, 2012
#14	-0.63% Sep 11, 2025 - Sep 18, 2025	-1.45% Aug 10, 2012 - Aug 16, 2012
#15	-0.61% Dec 5, 2025 - Dec 10, 2025	-1.22% Mar 20, 2012 - Mar 27, 2012

Correlation

Correlation between OAKM and EMO is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2011 - 2026)

OAKM vs EMO dividend yield comparison.

Year	OAKM	EMO
2026	0.00%	4.34%
2025	0.67%	9.54%
2024	0.04%	7.31%
2023	0.00%	6.93%
2022	0.00%	6.85%
2021	0.00%	6.85%
2020	0.00%	7.18%
2019	0.00%	2.23%
2018	0.00%	3.35%
2017	0.00%	2.22%
2016	0.00%	1.99%
2015	0.00%	2.43%
2014	0.00%	1.21%
2013	0.00%	1.20%
2012	0.00%	1.31%
2011	0.00%	0.71%