STXF vs EMO

Comparison between Strive 500 ETF (STXF, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

STXF vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STXF(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.05%	N/A
Max Drawdown	19.18%	97.19%
Sharpe Ratio	1.61	0.83
5Y Beta	0.98	0.53
P/E Ratio	28.50	N/A
Forward P/E	21.16	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	N/A	28.50%
5Y EPS CAGR	28.59%	N/A
Debt to Equity	43.66%	N/A

Net Assets

STXF

$1.10B

EMO

$1.10B

Expense Ratio

STXF

0.05%

EMO

N/A

Max Drawdown

Winner

STXF

19.18%

EMO

97.19%

Sharpe Ratio

Winner

STXF

1.61

EMO

0.83

5Y Beta

STXF

0.98

Winner

EMO

0.53

P/E Ratio

STXF

28.50

EMO

N/A

Forward P/E

STXF

21.16

EMO

N/A

PEG Ratio

STXF

0.32

EMO

N/A

5Y Dividends CAGR

STXF

N/A

EMO

28.50%

5Y EPS CAGR

STXF

28.59%

EMO

N/A

Debt to Equity

STXF

43.66%

EMO

N/A

STXF vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	STXF	EMO
1 month	+1.72%	-5.92%
3 months	+13.80%	-4.51%
6 months	+11.24%	+15.54%
1 year	+26.57%	+16.50%
5 years(CAGR)	N/A	+26.31%
10 years(CAGR)	N/A	+3.59%
Max(CAGR)	+20.80%	-0.34%

Winner

STXF

+1.72%

EMO

-5.92%

Winner

STXF

+13.80%

EMO

-4.51%

STXF

+11.24%

Winner

EMO

+15.54%

Winner

STXF

+26.57%

EMO

+16.50%

5Y(CAGR)

STXF

N/A

EMO

+26.31%

10Y(CAGR)

STXF

N/A

EMO

+3.59%

Max(CAGR)

Winner

STXF

+20.80%

EMO

-0.34%

STXF vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	STXF	EMO
2026	+9.81%	+12.39%
2025	+18.17%	+7.13%
2024	+25.96%	+44.81%
2023	+28.20%	+36.81%
2022	-1.96%	+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%

STXF vs EMO Drawdown Comparison

The maximum drawdown for STXF was -18.99%, 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 STXF drawdown is -1.49%. The current EMO drawdown is -28.79%.

Rank	STXF	EMO
#1	-18.99% Feb 19, 2025 - Jun 26, 2025	-96.85% Aug 28, 2014 - Mar 18, 2020
#2	-9.84% Jul 31, 2023 - Nov 22, 2023	-22.28% Jul 27, 2011 - Mar 1, 2012
#3	-9.29% Jan 27, 2026 - Apr 15, 2026	-13.28% May 21, 2013 - Jun 17, 2014
#4	-8.59% Jul 16, 2024 - Sep 19, 2024	-13.19% Oct 4, 2012 - Jan 3, 2013
#5	-8.45% Sep 15, 2022 - Nov 10, 2022	-11.00% Mar 27, 2012 - Aug 3, 2012
#6	-7.50% Feb 2, 2023 - Apr 28, 2023	-7.03% Jul 1, 2014 - Aug 27, 2014
#7	-7.27% Dec 1, 2022 - Jan 27, 2023	-5.28% Aug 20, 2012 - Oct 1, 2012
#8	-5.46% Mar 27, 2024 - May 15, 2024	-5.23% Feb 8, 2013 - Mar 28, 2013
#9	-5.21% Oct 29, 2025 - Dec 11, 2025	-3.79% Jun 22, 2011 - Jul 27, 2011
#10	-4.66% Jun 2, 2026 - Jun 10, 2026	-3.64% Jan 3, 2013 - Jan 31, 2013
#11	-4.17% Dec 11, 2024 - Jan 22, 2025	-3.30% Apr 1, 2013 - Apr 23, 2013
#12	-2.92% Oct 8, 2025 - Oct 24, 2025	-1.76% Mar 1, 2012 - Mar 20, 2012
#13	-2.71% Oct 14, 2024 - Nov 6, 2024	-1.45% Aug 7, 2012 - Aug 10, 2012
#14	-2.69% Jan 12, 2026 - Jan 27, 2026	-1.45% Aug 10, 2012 - Aug 16, 2012
#15	-2.63% Dec 11, 2025 - Dec 24, 2025	-1.22% Mar 20, 2012 - Mar 27, 2012

Correlation

Correlation between STXF and EMO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2011 - 2026)

STXF vs EMO dividend yield comparison.

Year	STXF	EMO
2026	0.25%	3.69%
2025	1.05%	9.54%
2024	1.13%	7.31%
2023	1.21%	6.93%
2022	0.37%	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%