EMO vs VOO
ClearBridge Energy Midstream Opportunity Fund Inc. vs Vanguard S&P 500 ETF
Which is better, EMO or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. EMO led over 1Y, 3Y and 5Y, VOO over the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 73.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EMO | VOO |
|---|---|---|
| Expense Ratio | 3.37% | 0.03%Best |
| AUM | $1.2B | $997.4B |
| Dividend Yield | 7.36% | 1.08% |
| Holdings | 20 | 509 |
| YTD Return | +27.61%Best | +13.37% |
| 1Y Return | +24.26%Best | +20.08% |
| 3Y Return (annualized) | +29.64%Best | +21.29% |
| 5Y Return (annualized) | +30.09%Best | +12.89% |
| Volatility (annualized) | 41.7% | 14.3%Best |
| Max Drawdown | -97.2% | -34.3%Best |
| $10,000 over 5 years | $37,258Best | $18,335 |
| Top 10 Weight | 73.1% | 36.4%Best |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Jun 13, 2011 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jun 10, 2011 to Sep 4, 2026 (15.2 years).
EMO vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.2 years both funds cover.
EMO vs VOO Performance
ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) is an ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EMO returned +24.26% while VOO returned +20.08%. Year to date, EMO is up 27.61% versus a gain of 13.37% for VOO.
Over three years, EMO compounded at +29.64% per year against +21.29% for VOO; over five years the annualized figures are +30.09% and +12.89% respectively. Across the full 15-year window we track, VOO has the edge at +13.14% annualized vs -1.09%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EMO has been the more volatile fund, with annualized monthly volatility of 41.7% compared with 14.3% 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 what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
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
32.7% of EMO's money is in holdings VOO also owns. 0.4% of VOO's money is in holdings EMO also owns.
The two portfolios partly overlap.
4 positions in common, counted across the 22 positions we hold weights for in EMO and 504 in VOO, against full books of 20 and 509.
What only one of them owns
Our book lists 490 positions for VOO that do not appear in our book for EMO (98.9% of the fund), and 15 for EMO that do not appear in VOO (58.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
32.7% of EMO is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $334 a year on a $10,000 investment.
Which performed better, EMO or VOO?
Over the past year EMO returned +24.26% vs +20.08% for VOO, so EMO leads on 1-year performance. Over the longest common window we track (15 years), EMO annualized -1.09% vs +13.14% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EMO or VOO?
EMO has been the more volatile fund at 41.7% annualized versus 14.3% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EMO and VOO?
32.7% of EMO's money is in holdings VOO also owns. 0.4% of VOO's is in holdings EMO also owns. They hold 4 positions in common, counted across the 22 positions we hold weights for in EMO and 504 in VOO.
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.
Is VOO better than EMO?
VOO has a lower expense ratio. EMO led over 1Y, 3Y and 5Y, VOO over the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 73.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.