SYSB vs EMO

Comparison between ISHARES SYSTEMATIC BOND ETF (SYSB, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

5-Year PerformanceEMO has outperformed SYSB, delivering a return of +26.8% compared to +1.6%

SYSB vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYSB(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.25%	N/A
Max Drawdown	22.37%	97.19%
Sharpe Ratio	0.38	0.93
5Y Beta	0.09	0.52
5Y Dividends CAGR	12.46%	28.54%

Net Assets

SYSB

$1.10B

EMO

$1.10B

Expense Ratio

SYSB

0.25%

EMO

N/A

Max Drawdown

Winner

SYSB

22.37%

EMO

97.19%

Sharpe Ratio

SYSB

0.38

Winner

EMO

0.93

5Y Beta

Winner

SYSB

0.09

EMO

0.52

5Y Dividends CAGR

SYSB

12.46%

Winner

EMO

28.54%

SYSB vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	SYSB	EMO
1 month	+0.72%	-3.62%
3 months	+0.91%	-4.00%
6 months	+0.55%	+17.53%
1 year	+5.08%	+20.90%
5 years(CAGR)	+1.58%	+26.76%
10 years(CAGR)	+2.28%	+3.35%
Max(CAGR)	+2.40%	-0.17%

Winner

SYSB

+0.72%

EMO

-3.62%

Winner

SYSB

+0.91%

EMO

-4.00%

SYSB

+0.55%

Winner

EMO

+17.53%

SYSB

+5.08%

Winner

EMO

+20.90%

5Y(CAGR)

SYSB

+1.58%

Winner

EMO

+26.76%

10Y(CAGR)

SYSB

+2.28%

Winner

EMO

+3.35%

Max(CAGR)

Winner

SYSB

+2.40%

EMO

-0.17%

SYSB vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SYSB	EMO
2026	+0.46%	+15.36%
2025	+8.23%	+7.13%
2024	+6.57%	+44.81%
2023	+7.83%	+36.81%
2022	-13.21%	+35.10%
2021	-0.85%	+74.28%
2020	+3.08%	-66.42%
2019	+10.23%	+6.10%
2018	-0.65%	-33.80%
2017	+3.68%	-9.26%
2016	+5.10%	+4.24%
2015	-0.27%	-45.76%
2014	N/A	+4.38%
2013	N/A	+8.66%
2012	N/A	+9.46%
2011	N/A	-4.17%

SYSB vs EMO Drawdown Comparison

The maximum drawdown for SYSB was -18.48%, occurring on Oct 20, 2022. Recovery took 907 trading sessions.

The maximum drawdown for EMO was -96.85%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current SYSB drawdown is -1.42%. The current EMO drawdown is -26.91%.

Rank	SYSB	EMO
#1	-18.48% Sep 15, 2021 - Apr 28, 2025	-96.85% Aug 28, 2014 - Mar 18, 2020
#2	-11.71% Mar 4, 2020 - Jul 20, 2020	-22.28% Jul 27, 2011 - Mar 1, 2012
#3	-4.39% Sep 27, 2016 - Aug 29, 2017	-13.28% May 21, 2013 - Jun 17, 2014
#4	-2.99% Feb 27, 2026 - May 19, 2026	-13.19% Oct 4, 2012 - Jan 3, 2013
#5	-2.81% Oct 13, 2017 - Jan 24, 2019	-11.00% Mar 27, 2012 - Aug 3, 2012
#6	-2.71% Jan 5, 2021 - Aug 3, 2021	-7.03% Jul 1, 2014 - Aug 27, 2014
#7	-1.75% Apr 24, 2015 - Mar 14, 2016	-5.28% Aug 20, 2012 - Oct 1, 2012
#8	-1.25% Oct 28, 2025 - Nov 26, 2025	-5.23% Feb 8, 2013 - Mar 28, 2013
#9	-1.08% Jun 21, 2016 - Aug 4, 2016	-3.79% Jun 22, 2011 - Jul 27, 2011
#10	-1.02% Aug 7, 2020 - Nov 30, 2020	-3.64% Jan 3, 2013 - Jan 31, 2013
#11	-0.91% Nov 26, 2025 - Jan 5, 2026	-3.30% Apr 1, 2013 - Apr 23, 2013
#12	-0.85% Jan 5, 2026 - Feb 9, 2026	-1.76% Mar 1, 2012 - Mar 20, 2012
#13	-0.76% Sep 16, 2025 - Oct 14, 2025	-1.45% Aug 7, 2012 - Aug 10, 2012
#14	-0.63% Aug 3, 2021 - Sep 2, 2021	-1.45% Aug 10, 2012 - Aug 16, 2012
#15	-0.62% Sep 7, 2016 - Sep 22, 2016	-1.22% Mar 20, 2012 - Mar 27, 2012

Correlation

Correlation between SYSB and EMO is -0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.10

-101

Dividend Comparison (2011 - 2026)

SYSB vs EMO dividend yield comparison.

Year	SYSB	EMO
2026	1.91%	4.34%
2025	4.78%	9.54%
2024	5.04%	7.31%
2023	4.44%	6.93%
2022	3.27%	6.85%
2021	1.92%	6.85%
2020	2.57%	7.18%
2019	3.27%	2.23%
2018	3.61%	3.35%
2017	2.74%	2.22%
2016	2.92%	1.99%
2015	2.26%	2.43%
2014	0.00%	1.21%
2013	0.00%	1.20%
2012	0.00%	1.31%
2011	0.00%	0.71%