SFGV vs EMO

Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

SFGV vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SFGV(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.33%	N/A
Max Drawdown	15.68%	97.19%
Sharpe Ratio	1.58	0.78
5Y Beta	0.68	0.53
P/E Ratio	21.71	N/A
Forward P/E	15.79	N/A
5Y Dividends CAGR	N/A	28.50%
5Y EPS CAGR	11.06%	N/A
Debt to Equity	35.61%	N/A
P/S Ratio	1.53	N/A
P/B Ratio	3.62	N/A

Net Assets

SFGV

$1.10B

EMO

$1.10B

Expense Ratio

SFGV

0.33%

EMO

N/A

Max Drawdown

Winner

SFGV

15.68%

EMO

97.19%

Sharpe Ratio

Winner

SFGV

1.58

EMO

0.78

5Y Beta

SFGV

0.68

Winner

EMO

0.53

P/E Ratio

SFGV

21.71

EMO

N/A

Forward P/E

SFGV

15.79

EMO

N/A

5Y Dividends CAGR

SFGV

N/A

EMO

28.50%

5Y EPS CAGR

SFGV

11.06%

EMO

N/A

Debt to Equity

SFGV

35.61%

EMO

N/A

P/S Ratio

SFGV

1.53

EMO

N/A

P/B Ratio

SFGV

3.62

EMO

N/A

SFGV vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	SFGV	EMO
1 month	+2.64%	-6.24%
3 months	+6.05%	-5.22%
6 months	+12.13%	+15.98%
1 year	+25.27%	+17.09%
5 years(CAGR)	N/A	+24.96%
10 years(CAGR)	N/A	+7.03%
Max(CAGR)	+17.33%	+3.81%

Winner

SFGV

+2.64%

EMO

-6.24%

Winner

SFGV

+6.05%

EMO

-5.22%

SFGV

+12.13%

Winner

EMO

+15.98%

Winner

SFGV

+25.27%

EMO

+17.09%

5Y(CAGR)

SFGV

N/A

EMO

+24.96%

10Y(CAGR)

SFGV

N/A

EMO

+7.03%

Max(CAGR)

Winner

SFGV

+17.33%

EMO

+3.81%

SFGV vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SFGV	EMO
2026	+10.86%	+12.00%
2025	+19.10%	+6.99%
2024	+10.72%	+44.57%
2023	N/A	+36.60%
2022	N/A	+34.91%
2021	N/A	+74.02%
2020	N/A	-65.02%
2019	N/A	+15.33%
2018	N/A	-27.49%
2017	N/A	-1.34%
2016	N/A	+13.87%
2015	N/A	-42.18%
2014	N/A	+9.30%
2013	N/A	+13.80%
2012	N/A	+15.44%
2011	N/A	-1.56%

SFGV vs EMO Drawdown Comparison

The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

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

The current SFGV drawdown is -1.14%. The current EMO drawdown is -8.96%.

Rank	SFGV	EMO
#1	-14.50% Oct 14, 2024 - Jun 6, 2025	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-8.36% Feb 27, 2026 - May 26, 2026	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-5.88% Jul 16, 2024 - Aug 23, 2024	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-4.87% Mar 28, 2024 - May 15, 2024	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-4.00% Jul 23, 2025 - Aug 13, 2025	-11.04% May 24, 2013 - May 7, 2014
#6	-3.79% Oct 3, 2025 - Oct 27, 2025	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-3.63% Oct 27, 2025 - Nov 26, 2025	-10.63% Mar 25, 2026 - Apr 17, 2026
#8	-3.46% Aug 30, 2024 - Sep 19, 2024	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-3.00% May 17, 2024 - Jul 11, 2024	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-1.91% Jul 10, 2025 - Jul 23, 2025	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-1.86% Jun 4, 2026 - Jun 11, 2026	-4.30% Feb 28, 2013 - Mar 27, 2013
#12	-1.76% Feb 12, 2024 - Feb 15, 2024	-4.12% Feb 8, 2013 - Feb 27, 2013
#13	-1.51% Jun 12, 2025 - Jun 26, 2025	-4.04% Aug 20, 2012 - Sep 20, 2012
#14	-1.39% Jan 15, 2026 - Jan 21, 2026	-3.96% Mar 2, 2026 - Mar 20, 2026
#15	-1.28% Jan 29, 2024 - Feb 9, 2024	-3.79% Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between SFGV and EMO is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2011 - 2026)

SFGV vs EMO dividend yield comparison.

Year	SFGV	EMO
2026	0.26%	3.70%
2025	2.52%	9.41%
2024	2.23%	7.15%
2023	0.00%	6.79%
2022	0.00%	6.71%
2021	0.00%	6.71%
2020	0.00%	15.82%
2019	0.00%	10.94%
2018	0.00%	16.39%
2017	0.00%	10.85%
2016	0.00%	9.76%
2015	0.00%	11.88%
2014	0.00%	5.91%
2013	0.00%	5.89%
2012	0.00%	6.44%
2011	0.00%	3.46%