SMMU vs EMO

Comparison between PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (SMMU, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed SMMU, delivering a return of +30.3% compared to +1.9%

SMMU vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMMU(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.35%	N/A
Max Drawdown	5.87%	97.19%
Sharpe Ratio	-0.62	0.92
5Y Beta	0.00	0.51
5Y Dividends CAGR	25.93%	28.55%

Net Assets

SMMU

$1.10B

EMO

$1.10B

Expense Ratio

SMMU

0.35%

EMO

N/A

Max Drawdown

Winner

SMMU

5.87%

EMO

97.19%

Sharpe Ratio

SMMU

-0.62

Winner

EMO

0.92

5Y Beta

Winner

SMMU

0.00

EMO

0.51

5Y Dividends CAGR

SMMU

25.93%

Winner

EMO

28.55%

SMMU vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	SMMU	EMO
1 month	-0.07%	+6.85%
3 months	+0.26%	+8.79%
6 months	+0.70%	+17.06%
1 year	+3.12%	+22.38%
5 years(CAGR)	+1.89%	+30.31%
10 years(CAGR)	+1.81%	+7.46%
Max(CAGR)	+1.51%	+4.36%

SMMU

-0.07%

Winner

EMO

+6.85%

SMMU

+0.26%

Winner

EMO

+8.79%

SMMU

+0.70%

Winner

EMO

+17.06%

SMMU

+3.12%

Winner

EMO

+22.38%

5Y(CAGR)

SMMU

+1.89%

Winner

EMO

+30.31%

10Y(CAGR)

SMMU

+1.81%

Winner

EMO

+7.46%

Max(CAGR)

SMMU

+1.51%

Winner

EMO

+4.36%

SMMU vs EMO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SMMU	EMO
2026	+1.03%	+21.72%
2025	+4.06%	+6.99%
2024	+2.65%	+44.57%
2023	+4.19%	+36.60%
2022	-2.49%	+34.91%
2021	+0.18%	+74.02%
2020	+2.85%	-65.02%
2019	+3.34%	+15.33%
2018	+1.45%	-27.49%
2017	+1.72%	-1.34%
2016	-0.96%	+13.87%
2015	+0.97%	-42.18%
2014	+0.38%	+9.30%
2013	+0.15%	+13.80%
2012	+1.19%	+15.44%
2011	+1.90%	-1.56%
2010	+0.74%	N/A

SMMU vs EMO Drawdown Comparison

The maximum drawdown for SMMU was -5.09%, occurring on Mar 20, 2020. Recovery took 61 trading sessions.

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

The current SMMU drawdown is -0.26%. The current EMO drawdown is -1.06%.

Rank	SMMU	EMO
#1	-5.09% Mar 9, 2020 - Jun 4, 2020	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-4.76% Aug 3, 2021 - Nov 22, 2023	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-3.53% Aug 31, 2016 - Apr 21, 2017	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-1.95% Apr 4, 2025 - Jun 5, 2025	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-1.87% Apr 19, 2013 - Feb 28, 2014	-11.04% May 24, 2013 - May 7, 2014
#6	-1.43% Sep 29, 2010 - May 16, 2011	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-1.31% Sep 5, 2017 - Jul 23, 2018	-10.63% Mar 25, 2026 - Apr 17, 2026
#8	-1.04% Oct 2, 2024 - Dec 3, 2024	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-1.04% Jun 6, 2017 - Aug 21, 2017	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-0.98% Dec 6, 2024 - Feb 4, 2025	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-0.84% Aug 19, 2019 - Dec 13, 2019	-4.30% Feb 28, 2013 - Mar 27, 2013
#12	-0.78% Sep 10, 2018 - Dec 6, 2018	-4.12% Feb 8, 2013 - Feb 27, 2013
#13	-0.77% Feb 27, 2026 - Jun 11, 2026	-4.04% Aug 20, 2012 - Sep 20, 2012
#14	-0.71% Aug 3, 2011 - Aug 18, 2011	-3.96% Mar 2, 2026 - Mar 20, 2026
#15	-0.68% Mar 13, 2024 - May 15, 2024	-3.79% Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between SMMU and EMO is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

0.13

-101

Dividend Comparison (2010 - 2026)

SMMU vs EMO dividend yield comparison.

Year	SMMU	EMO
2026	1.43%	4.12%
2025	2.80%	9.41%
2024	3.03%	7.15%
2023	2.79%	6.79%
2022	1.37%	6.71%
2021	0.60%	6.71%
2020	1.19%	15.82%
2019	1.82%	10.94%
2018	1.57%	16.39%
2017	1.41%	10.85%
2016	1.03%	9.76%
2015	0.89%	11.88%
2014	0.67%	5.91%
2013	0.50%	5.89%
2012	1.05%	6.44%
2011	1.04%	3.46%
2010	1.05%	0.00%