EMO vs VOO
ClearBridge Energy Midstream Opportunity Fund Inc. vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EMO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | EMO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 3.37% | 0.03% | |
| AUM | $1.2B | $997.4B | |
| Dividend Yield | 7.36% | 1.08% | |
| Holdings | 20 | 509 | |
| YTD Return | +25.83% | +13.73% | |
| 1Y Return | +23.74% | +21.53% | |
| 3Y Return (annualized) | +30.53% | +22.60% | |
| 5Y Return (annualized) | +30.82% | +13.31% | |
| Volatility (annualized) | 41.8% | 14.1% | |
| Max Drawdown | -97.2% | -34.3% | |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 13, 2011 | Sep 7, 2010 |
EMO vs VOO Performance
ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) is a ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EMO returned +23.74% while VOO returned +21.53%. Year to date, EMO is up 25.83% versus a gain of 13.73% for VOO.
Over three years, EMO compounded at +30.53% per year against +22.60% for VOO; over five years the annualized figures are +30.82% and +13.31% respectively. Across the full 15-year window we track, VOO has the edge at +13.55% annualized vs -1.19%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EMO has been the more volatile fund, with annualized monthly volatility of 41.8% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -97.2% for EMO and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EMO charges 3.37% per year while VOO charges 0.03%. On a $10,000 position that is $337 vs $3 annually, a gap of $334 per year that compounds over a long holding period. On income, EMO currently yields 7.36% against 1.08% for VOO.
Holdings Overlap
EMO and VOO share 4 holdings out of 521 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EMO or VOO?
EMO has an expense ratio of 3.37% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $334 per year of difference.
Which performed better, EMO or VOO?
Over the past year EMO returned +23.74% vs +21.53% for VOO, so EMO leads on 1-year performance. Over the longest common window we track (15 years), EMO annualized -1.19% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, EMO or VOO?
EMO has been the more volatile fund at 41.8% annualized versus 14.1% for VOO. Worst drawdown: EMO -97.2% vs VOO -34.3%.
Should I hold both EMO and VOO?
EMO and VOO have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EMO and VOO?
EMO and VOO share 4 common holdings with a 0.4% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, EMO or VOO?
EMO yields 7.36% while VOO yields 1.08%, so EMO currently pays the higher dividend yield.
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