RSPN vs EMO

Comparison between INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF (RSPN, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed RSPN, delivering a return of +30.7% compared to +11.9%

RSPN vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPN(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.40%	N/A
Max Drawdown	61.64%	97.19%
Sharpe Ratio	0.74	1.24
5Y Beta	0.89	0.51
P/E Ratio	27.83	N/A
Forward P/E	22.28	N/A
PEG Ratio	0.85	N/A
5Y Dividends CAGR	13.34%	28.55%
5Y EPS CAGR	9.48%	N/A
Debt to Equity	36.56%	N/A
P/S Ratio	2.38	N/A
P/B Ratio	5.37	N/A

Net Assets

RSPN

$1.10B

EMO

$1.10B

Expense Ratio

RSPN

0.40%

EMO

N/A

Max Drawdown

Winner

RSPN

61.64%

EMO

97.19%

Sharpe Ratio

RSPN

0.74

Winner

EMO

1.24

5Y Beta

RSPN

0.89

Winner

EMO

0.51

P/E Ratio

RSPN

27.83

EMO

N/A

Forward P/E

RSPN

22.28

EMO

N/A

PEG Ratio

RSPN

0.85

EMO

N/A

5Y Dividends CAGR

RSPN

13.34%

Winner

EMO

28.55%

5Y EPS CAGR

RSPN

9.48%

EMO

N/A

Debt to Equity

RSPN

36.56%

EMO

N/A

P/S Ratio

RSPN

2.38

EMO

N/A

P/B Ratio

RSPN

5.37

EMO

N/A

RSPN vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	RSPN	EMO
1 month	+2.43%	+6.51%
3 months	+3.04%	+8.81%
6 months	+5.20%	+17.52%
1 year	+13.88%	+25.46%
5 years(CAGR)	+11.88%	+30.71%
10 years(CAGR)	+14.36%	+7.27%
Max(CAGR)	+11.49%	+4.42%

RSPN

+2.43%

Winner

EMO

+6.51%

RSPN

+3.04%

Winner

EMO

+8.81%

RSPN

+5.20%

Winner

EMO

+17.52%

RSPN

+13.88%

Winner

EMO

+25.46%

5Y(CAGR)

RSPN

+11.88%

Winner

EMO

+30.71%

10Y(CAGR)

Winner

RSPN

+14.36%

EMO

+7.27%

Max(CAGR)

Winner

RSPN

+11.49%

EMO

+4.42%

RSPN vs EMO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RSPN	EMO
2026	+10.58%	+22.88%
2025	+14.45%	+6.99%
2024	+18.95%	+44.57%
2023	+22.06%	+36.60%
2022	-7.86%	+34.91%
2021	+29.68%	+74.02%
2020	+16.68%	-65.02%
2019	+32.77%	+15.33%
2018	-13.71%	-27.49%
2017	+22.37%	-1.34%
2016	+23.30%	+13.87%
2015	-6.78%	-42.18%
2014	+13.28%	+9.30%
2013	+36.90%	+13.80%
2012	+13.81%	+15.44%
2011	-2.69%	-1.56%
2010	+24.99%	N/A
2009	+29.61%	N/A
2008	-36.35%	N/A
2007	+14.85%	N/A
2006	+1.78%	N/A

RSPN vs EMO Drawdown Comparison

The maximum drawdown for RSPN was -59.65%, occurring on Mar 6, 2009. Recovery took 888 trading sessions.

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

The current RSPN drawdown is -1.76%. The current EMO drawdown is -0.12%.

Rank	RSPN	EMO
#1	-59.65% Jul 19, 2007 - Jan 27, 2011	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-42.01% Feb 12, 2020 - Sep 2, 2020	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-25.90% May 2, 2011 - Mar 15, 2012	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-24.34% Sep 18, 2018 - Jul 12, 2019	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-21.89% Nov 16, 2021 - Jun 15, 2023	-11.04% May 24, 2013 - May 7, 2014
#6	-20.89% Nov 29, 2024 - Jul 3, 2025	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-18.24% Feb 20, 2015 - Jun 8, 2016	-10.63% Mar 25, 2026 - Apr 17, 2026
#8	-13.65% Jul 31, 2023 - Dec 13, 2023	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-12.44% Mar 15, 2012 - Sep 14, 2012	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-12.36% Mar 2, 2026 - Jun 25, 2026	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-11.09% Jan 26, 2018 - Sep 13, 2018	-4.30% Feb 28, 2013 - Mar 27, 2013
#12	-9.71% Jun 9, 2014 - Oct 31, 2014	-4.12% Feb 8, 2013 - Feb 27, 2013
#13	-8.53% Jun 8, 2016 - Jul 12, 2016	-4.04% Aug 20, 2012 - Sep 20, 2012
#14	-8.47% Jul 24, 2019 - Sep 13, 2019	-3.96% Mar 2, 2026 - Mar 20, 2026
#15	-7.31% Jan 22, 2014 - Mar 4, 2014	-3.79% Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between RSPN and EMO is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24

-101

Dividend Comparison (2006 - 2026)

RSPN vs EMO dividend yield comparison.

Year	RSPN	EMO
2026	0.42%	4.08%
2025	0.86%	9.41%
2024	0.98%	7.15%
2023	1.06%	6.79%
2022	1.09%	6.71%
2021	0.70%	6.71%
2020	0.96%	15.82%
2019	1.33%	10.94%
2018	1.49%	16.39%
2017	1.12%	10.85%
2016	1.31%	9.76%
2015	1.51%	11.88%
2014	1.28%	5.91%
2013	0.90%	5.89%
2012	2.10%	6.44%
2011	2.34%	3.46%
2010	1.19%	0.00%
2009	1.67%	0.00%
2008	1.95%	0.00%
2007	4.15%	0.00%
2006	0.31%	0.00%