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 +32.7% compared to +1.3%

SYSB vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYSB(ETF)	EMO(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.25%	N/A
Max Drawdown	22.37%	97.19%
Sharpe Ratio	-0.25	1.32
5Y Beta	0.09	0.48
5Y Dividends CAGR	11.90%	28.59%

Net Assets

SYSB

$1.20B

EMO

$1.20B

Expense Ratio

SYSB

0.25%

EMO

N/A

Max Drawdown

Winner

SYSB

22.37%

EMO

97.19%

Sharpe Ratio

SYSB

-0.25

Winner

EMO

1.32

5Y Beta

Winner

SYSB

0.09

EMO

0.48

5Y Dividends CAGR

SYSB

11.90%

Winner

EMO

28.59%

SYSB vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	SYSB	EMO
1 month	+0.01%	+4.65%
3 months	+0.27%	+6.59%
6 months	-1.58%	+11.01%
1 year	+2.80%	+26.55%
5 years(CAGR)	+1.27%	+32.68%
10 years(CAGR)	+2.10%	+7.63%
Max(CAGR)	+2.31%	+4.65%

SYSB

+0.01%

Winner

EMO

+4.65%

SYSB

+0.27%

Winner

EMO

+6.59%

SYSB

-1.58%

Winner

EMO

+11.01%

SYSB

+2.80%

Winner

EMO

+26.55%

5Y(CAGR)

SYSB

+1.27%

Winner

EMO

+32.68%

10Y(CAGR)

SYSB

+2.10%

Winner

EMO

+7.63%

Max(CAGR)

SYSB

+2.31%

Winner

EMO

+4.65%

SYSB vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SYSB	EMO
2026	-0.18%	+27.38%
2025	+8.23%	+6.99%
2024	+6.57%	+44.57%
2023	+7.83%	+36.60%
2022	-13.21%	+34.91%
2021	-0.85%	+74.02%
2020	+3.08%	-65.02%
2019	+10.23%	+15.33%
2018	-0.65%	-27.49%
2017	+3.68%	-1.34%
2016	+5.10%	+13.87%
2015	-0.27%	-42.18%
2014	N/A	+9.30%
2013	N/A	+13.80%
2012	N/A	+15.44%
2011	N/A	-1.56%

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 -95.09%, occurring on Mar 18, 2020. Recovery took 2614 trading sessions.

The current SYSB drawdown is -2.05%. The current EMO drawdown is -0.07%.

Rank	SYSB	EMO
#1	-18.48% Sep 15, 2021 - Apr 28, 2025	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-11.71% Mar 4, 2020 - Jul 20, 2020	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-4.39% Sep 27, 2016 - Aug 29, 2017	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-2.99% Feb 27, 2026 - May 19, 2026	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-2.81% Oct 13, 2017 - Jan 24, 2019	-11.04% May 24, 2013 - May 7, 2014
#6	-2.71% Jan 5, 2021 - Aug 3, 2021	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-1.75% Apr 24, 2015 - Mar 14, 2016	-10.63% Mar 25, 2026 - Jul 24, 2026
#8	-1.25% Oct 28, 2025 - Nov 26, 2025	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-1.08% Jun 21, 2016 - Aug 4, 2016	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-1.02% Aug 7, 2020 - Nov 30, 2020	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-0.91% Nov 26, 2025 - Jan 5, 2026	-4.68% Jul 24, 2026 - Aug 12, 2026
#12	-0.85% Jan 5, 2026 - Feb 9, 2026	-4.30% Feb 28, 2013 - Mar 27, 2013
#13	-0.76% Sep 16, 2025 - Oct 14, 2025	-4.12% Feb 8, 2013 - Feb 27, 2013
#14	-0.63% Aug 3, 2021 - Sep 2, 2021	-4.04% Aug 20, 2012 - Sep 20, 2012
#15	-0.62% Sep 7, 2016 - Sep 22, 2016	-3.96% Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between SYSB and EMO is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27

-101

Dividend Comparison (2011 - 2026)

SYSB vs EMO dividend yield comparison.

Year	SYSB	EMO
2026	2.75%	4.62%
2025	4.78%	9.41%
2024	5.04%	7.15%
2023	4.44%	6.79%
2022	3.27%	6.71%
2021	1.92%	6.71%
2020	2.57%	15.82%
2019	3.27%	10.94%
2018	3.61%	16.39%
2017	2.74%	10.85%
2016	2.92%	9.76%
2015	2.26%	11.88%
2014	0.00%	5.91%
2013	0.00%	5.89%
2012	0.00%	6.44%
2011	0.00%	3.46%