SUSL vs EMO

Comparison between ISHARES ESG MSCI USA LEADERS ETF (SUSL, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed SUSL, delivering a return of +31.2% compared to +13.2%

SUSL vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSL(ETF)	EMO(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.10%	N/A
Max Drawdown	34.26%	97.19%
Sharpe Ratio	1.33	1.42
5Y Beta	0.98	0.48
P/E Ratio	26.97	N/A
Forward P/E	22.27	N/A
PEG Ratio	0.52	N/A
5Y Dividends CAGR	6.40%	25.62%
5Y EPS CAGR	31.35%	N/A
Debt to Equity	32.39%	N/A
P/S Ratio	4.16	N/A
P/B Ratio	6.68	N/A

Net Assets

SUSL

$1.20B

EMO

$1.20B

Expense Ratio

SUSL

0.10%

EMO

N/A

Max Drawdown

Winner

SUSL

34.26%

EMO

97.19%

Sharpe Ratio

SUSL

1.33

Winner

EMO

1.42

5Y Beta

SUSL

0.98

Winner

EMO

0.48

P/E Ratio

SUSL

26.97

EMO

N/A

Forward P/E

SUSL

22.27

EMO

N/A

PEG Ratio

SUSL

0.52

EMO

N/A

5Y Dividends CAGR

SUSL

6.40%

Winner

EMO

25.62%

5Y EPS CAGR

SUSL

31.35%

EMO

N/A

Debt to Equity

SUSL

32.39%

EMO

N/A

P/S Ratio

SUSL

4.16

EMO

N/A

P/B Ratio

SUSL

6.68

EMO

N/A

SUSL vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	SUSL	EMO
1 month	+7.35%	+7.08%
3 months	+5.29%	+11.16%
6 months	+15.60%	+10.34%
1 year	+23.44%	+28.22%
5 years(CAGR)	+13.18%	+31.22%
10 years(CAGR)	N/A	+7.63%
Max(CAGR)	+17.10%	+4.71%

Winner

SUSL

+7.35%

EMO

+7.08%

SUSL

+5.29%

Winner

EMO

+11.16%

Winner

SUSL

+15.60%

EMO

+10.34%

SUSL

+23.44%

Winner

EMO

+28.22%

5Y(CAGR)

SUSL

+13.18%

Winner

EMO

+31.22%

10Y(CAGR)

SUSL

N/A

EMO

+7.63%

Max(CAGR)

Winner

SUSL

+17.10%

EMO

+4.71%

SUSL vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SUSL	EMO
2026	+14.93%	+28.72%
2025	+19.41%	+6.99%
2024	+24.23%	+44.57%
2023	+29.40%	+36.60%
2022	-20.54%	+34.91%
2021	+33.33%	+74.02%
2020	+18.00%	-65.02%
2019	+16.29%	+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%

SUSL vs EMO Drawdown Comparison

The maximum drawdown for SUSL was -34.26%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

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

The current SUSL drawdown is -0.06%. The current EMO drawdown is -0.29%.

Rank	SUSL	EMO
#1	-34.26% Feb 19, 2020 - Aug 24, 2020	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-26.98% Dec 29, 2021 - Dec 13, 2023	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-19.90% Jan 23, 2025 - Jun 26, 2025	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-11.37% Jan 28, 2026 - Apr 17, 2026	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-9.37% Jul 16, 2024 - Sep 19, 2024	-11.04% May 24, 2013 - May 7, 2014
#6	-9.12% Sep 2, 2020 - Nov 13, 2020	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-6.41% Mar 21, 2024 - May 15, 2024	-10.63% Mar 25, 2026 - Jul 24, 2026
#8	-5.61% Jul 30, 2019 - Sep 13, 2019	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-5.15% Dec 11, 2024 - Jan 23, 2025	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-5.12% Sep 3, 2021 - Oct 19, 2021	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-4.97% Oct 29, 2025 - Dec 22, 2025	-4.68% Jul 24, 2026 - Aug 12, 2026
#12	-4.79% May 16, 2019 - Jun 10, 2019	-4.30% Feb 28, 2013 - Mar 27, 2013
#13	-4.78% Feb 24, 2021 - Mar 11, 2021	-4.12% Feb 8, 2013 - Feb 27, 2013
#14	-4.68% Nov 5, 2021 - Dec 27, 2021	-4.04% Aug 20, 2012 - Sep 20, 2012
#15	-4.22% Sep 13, 2019 - Oct 25, 2019	-3.96% Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between SUSL and EMO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2011 - 2026)

SUSL vs EMO dividend yield comparison.

Year	SUSL	EMO
2026	0.42%	5.26%
2025	0.99%	9.41%
2024	1.10%	7.15%
2023	1.27%	6.79%
2022	1.57%	6.71%
2021	1.12%	6.71%
2020	1.38%	15.82%
2019	1.12%	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%