RDIV vs EMO

Comparison between INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed RDIV, delivering a return of +26.3% compared to +11.7%

RDIV vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RDIV(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.39%	N/A
Max Drawdown	50.91%	97.19%
Sharpe Ratio	1.61	0.83
5Y Beta	0.61	0.53
P/E Ratio	15.23	N/A
Forward P/E	11.17	N/A
PEG Ratio	0.13	N/A
5Y Dividends CAGR	5.03%	28.50%
5Y EPS CAGR	6.63%	N/A
Debt to Equity	-363.25%	N/A

Net Assets

RDIV

$1.10B

EMO

$1.10B

Expense Ratio

RDIV

0.39%

EMO

N/A

Max Drawdown

Winner

RDIV

50.91%

EMO

97.19%

Sharpe Ratio

Winner

RDIV

1.61

EMO

0.83

5Y Beta

RDIV

0.61

Winner

EMO

0.53

P/E Ratio

RDIV

15.23

EMO

N/A

Forward P/E

RDIV

11.17

EMO

N/A

PEG Ratio

RDIV

0.13

EMO

N/A

5Y Dividends CAGR

RDIV

5.03%

Winner

EMO

28.50%

5Y EPS CAGR

RDIV

6.63%

EMO

N/A

Debt to Equity

RDIV

-363.25%

EMO

N/A

RDIV vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	RDIV	EMO
1 month	+1.95%	-5.92%
3 months	+5.85%	-4.51%
6 months	+11.21%	+15.54%
1 year	+27.16%	+16.50%
5 years(CAGR)	+11.69%	+26.31%
10 years(CAGR)	+10.78%	+3.59%
Max(CAGR)	+11.06%	-0.34%

Winner

RDIV

+1.95%

EMO

-5.92%

Winner

RDIV

+5.85%

EMO

-4.51%

RDIV

+11.21%

Winner

EMO

+15.54%

Winner

RDIV

+27.16%

EMO

+16.50%

5Y(CAGR)

RDIV

+11.69%

Winner

EMO

+26.31%

10Y(CAGR)

Winner

RDIV

+10.78%

EMO

+3.59%

Max(CAGR)

Winner

RDIV

+11.06%

EMO

-0.34%

RDIV vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	RDIV	EMO
2026	+10.49%	+12.39%
2025	+12.31%	+7.13%
2024	+14.16%	+44.81%
2023	+4.82%	+36.81%
2022	+6.88%	+35.10%
2021	+30.71%	+74.28%
2020	-8.97%	-66.42%
2019	+22.11%	+6.10%
2018	-5.95%	-33.80%
2017	+10.32%	-9.26%
2016	+28.20%	+4.24%
2015	-5.47%	-45.76%
2014	+22.44%	+4.38%
2013	+4.24%	+8.66%
2012	N/A	+9.46%
2011	N/A	-4.17%

RDIV vs EMO Drawdown Comparison

The maximum drawdown for RDIV was -49.93%, occurring on Mar 23, 2020. Recovery took 275 trading sessions.

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

The current RDIV drawdown is -4.16%. The current EMO drawdown is -28.79%.

Rank	RDIV	EMO
#1	-49.93% Jan 16, 2020 - Feb 19, 2021	-96.85% Aug 28, 2014 - Mar 18, 2020
#2	-24.88% Feb 2, 2023 - Mar 27, 2024	-22.28% Jul 27, 2011 - Mar 1, 2012
#3	-17.92% Nov 29, 2024 - Aug 22, 2025	-13.28% May 21, 2013 - Jun 17, 2014
#4	-17.72% Sep 14, 2018 - Apr 5, 2019	-13.19% Oct 4, 2012 - Jan 3, 2013
#5	-17.62% Feb 3, 2015 - Mar 17, 2016	-11.00% Mar 27, 2012 - Aug 3, 2012
#6	-15.63% Apr 20, 2022 - Nov 11, 2022	-7.03% Jul 1, 2014 - Aug 27, 2014
#7	-11.24% Apr 23, 2019 - Oct 29, 2019	-5.28% Aug 20, 2012 - Oct 1, 2012
#8	-11.00% Jun 4, 2021 - Jan 4, 2022	-5.23% Feb 8, 2013 - Mar 28, 2013
#9	-9.70% Jan 26, 2018 - May 30, 2018	-3.79% Jun 22, 2011 - Jul 27, 2011
#10	-8.22% Aug 15, 2016 - Nov 21, 2016	-3.64% Jan 3, 2013 - Jan 31, 2013
#11	-7.23% Feb 24, 2017 - Sep 25, 2017	-3.30% Apr 1, 2013 - Apr 23, 2013
#12	-6.88% Mar 28, 2024 - May 31, 2024	-1.76% Mar 1, 2012 - Mar 20, 2012
#13	-6.56% Nov 30, 2022 - Jan 12, 2023	-1.45% Aug 7, 2012 - Aug 10, 2012
#14	-6.49% Jan 14, 2022 - Mar 25, 2022	-1.45% Aug 10, 2012 - Aug 16, 2012
#15	-5.82% Mar 12, 2021 - Apr 27, 2021	-1.22% Mar 20, 2012 - Mar 27, 2012

Correlation

Correlation between RDIV and EMO is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.11

-101

Dividend Comparison (2011 - 2026)

RDIV vs EMO dividend yield comparison.

Year	RDIV	EMO
2026	0.96%	3.69%
2025	3.94%	9.54%
2024	4.08%	7.31%
2023	3.93%	6.93%
2022	3.44%	6.85%
2021	3.31%	6.85%
2020	4.93%	7.18%
2019	3.84%	2.23%
2018	4.32%	3.35%
2017	4.26%	2.22%
2016	2.20%	1.99%
2015	4.49%	2.43%
2014	3.36%	1.21%
2013	0.92%	1.20%
2012	0.00%	1.31%
2011	0.00%	0.71%