WINN vs EMO

Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and ClearBridge Energy Midstream Opportunity Fund Inc (EMO, ETF).

WINN vs EMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WINN(ETF)	EMO(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.57%	N/A
Max Drawdown	32.12%	97.19%
Sharpe Ratio	0.25	1.11
5Y Beta	1.21	0.51
P/E Ratio	40.18	N/A
Forward P/E	27.90	N/A
PEG Ratio	0.51	N/A
5Y Dividends CAGR	N/A	28.59%
5Y EPS CAGR	35.38%	N/A
P/S Ratio	5.78	N/A
P/B Ratio	11.67	N/A

Net Assets

WINN

$1.10B

EMO

$1.10B

Expense Ratio

WINN

0.57%

EMO

N/A

Max Drawdown

Winner

WINN

32.12%

EMO

97.19%

Sharpe Ratio

WINN

0.25

Winner

EMO

1.11

5Y Beta

WINN

1.21

Winner

EMO

0.51

P/E Ratio

WINN

40.18

EMO

N/A

Forward P/E

WINN

27.90

EMO

N/A

PEG Ratio

WINN

0.51

EMO

N/A

5Y Dividends CAGR

WINN

N/A

EMO

28.59%

5Y EPS CAGR

WINN

35.38%

EMO

N/A

P/S Ratio

WINN

5.78

EMO

N/A

P/B Ratio

WINN

11.67

EMO

N/A

WINN vs EMO - Historical Returns

Returns include dividend reinvestment.

Period	WINN	EMO
1 month	+0.73%	+4.58%
3 months	+0.22%	+7.15%
6 months	+1.89%	+14.61%
1 year	+5.91%	+22.09%
5 years(CAGR)	+12.82%	+29.98%
10 years(CAGR)	N/A	+7.42%
Max(CAGR)	+12.82%	+4.27%

WINN

+0.73%

Winner

EMO

+4.58%

WINN

+0.22%

Winner

EMO

+7.15%

WINN

+1.89%

Winner

EMO

+14.61%

WINN

+5.91%

Winner

EMO

+22.09%

5Y(CAGR)

WINN

+12.82%

Winner

EMO

+29.98%

10Y(CAGR)

WINN

N/A

EMO

+7.42%

Max(CAGR)

Winner

WINN

+12.82%

EMO

+4.27%

WINN vs EMO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	WINN	EMO
2026	+2.32%	+20.21%
2025	+14.23%	+6.99%
2024	+34.37%	+44.57%
2023	+53.66%	+36.60%
2022	-26.67%	+34.91%
2021	N/A	+74.02%
2020	N/A	-65.02%
2019	N/A	+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%

WINN vs EMO Drawdown Comparison

The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.

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

The current WINN drawdown is -6.70%. The current EMO drawdown is -2.41%.

Rank	WINN	EMO
#1	-32.08% Mar 29, 2022 - Nov 20, 2023	-95.09% Aug 28, 2014 - Jan 21, 2025
#2	-23.66% Feb 14, 2025 - Jun 26, 2025	-22.28% Jul 27, 2011 - Feb 10, 2012
#3	-18.06% Oct 29, 2025 - May 14, 2026	-18.81% Apr 2, 2025 - Aug 29, 2025
#4	-15.95% Feb 9, 2022 - Mar 29, 2022	-13.19% Oct 4, 2012 - Jan 2, 2013
#5	-14.18% Jul 10, 2024 - Oct 29, 2024	-11.04% May 24, 2013 - May 7, 2014
#6	-8.23% Mar 7, 2024 - May 15, 2024	-10.87% Aug 29, 2025 - Jan 13, 2026
#7	-7.91% Jun 1, 2026 - Jun 25, 2026	-10.63% Mar 25, 2026 - Jul 24, 2026
#8	-5.51% Dec 16, 2024 - Jan 23, 2025	-9.78% Mar 27, 2012 - Jul 18, 2012
#9	-3.51% Dec 28, 2023 - Jan 10, 2024	-7.80% Jan 21, 2025 - Apr 2, 2025
#10	-3.41% Oct 8, 2025 - Oct 24, 2025	-7.03% Jul 1, 2014 - Aug 20, 2014
#11	-3.37% Jan 23, 2025 - Feb 10, 2025	-4.30% Feb 28, 2013 - Mar 27, 2013
#12	-3.21% Oct 29, 2024 - Nov 6, 2024	-4.12% Feb 8, 2013 - Feb 27, 2013
#13	-2.88% Nov 12, 2024 - Nov 26, 2024	-4.04% Aug 20, 2012 - Sep 20, 2012
#14	-2.82% Feb 9, 2024 - Feb 22, 2024	-3.96% Mar 2, 2026 - Mar 20, 2026
#15	-2.62% Jan 29, 2024 - Feb 2, 2024	-3.79% Jun 22, 2011 - Jul 27, 2011

Correlation

Correlation between WINN and EMO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2011 - 2026)

WINN vs EMO dividend yield comparison.

Year	WINN	EMO
2026	0.00%	4.89%
2025	0.00%	9.41%
2024	0.00%	7.15%
2023	0.06%	6.79%
2022	0.06%	6.71%
2021	0.00%	6.71%
2020	0.00%	15.82%
2019	0.00%	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%