EMO vs VXUS
ClearBridge Energy Midstream Opportunity Fund Inc. vs Vanguard Total International Stock ETF
Which is better, EMO or VXUS?
Mid Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. EMO led over 3Y and 5Y, VXUS over 1Y and the full window.
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 | VXUS |
|---|---|---|
| Expense Ratio | 3.37% | 0.05%Best |
| AUM | $1.2B | $158.1B |
| Dividend Yield | 7.36% | 2.59% |
| Holdings | 20 | 8,747 |
| YTD Return | +27.61%Best | +16.15% |
| 1Y Return | +24.26% | +27.58%Best |
| 3Y Return (annualized) | +29.64%Best | +20.48% |
| 5Y Return (annualized) | +30.09%Best | +9.09% |
| Volatility (annualized) | 41.7% | 15.1%Best |
| Max Drawdown | -97.2% | -39.9%Best |
| $10,000 over 5 years | $37,258Best | $15,450 |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Jun 13, 2011 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 10, 2011 to Sep 4, 2026 (15.2 years).
EMO vs VXUS 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 VXUS Performance
ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) is an ETF from Franklin Templeton Investments (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EMO returned +24.26% while VXUS returned +27.58%. Year to date, EMO is up 27.61% versus a gain of 16.15% for VXUS.
Over three years, EMO compounded at +29.64% per year against +20.48% for VXUS; over five years the annualized figures are +30.09% and +9.09% respectively. Across the full 15-year window we track, VXUS has the edge at +5.00% 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 15.1% for VXUS. 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 -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EMO charges 3.37% per year while VXUS charges 0.05%. On a $10,000 position that is $337 vs $5 annually, a gap of $332 per year that compounds over a long holding period. On income, EMO currently yields 7.36% against 2.59% for VXUS.
Holdings Overlap
At least 13.0% of EMO's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
EMO and VXUS share little of their money.
3 positions in common, counted across the 22 positions we hold weights for in EMO and 8,092 in VXUS, against full books of 20 and 8,747.
You are not choosing between two funds in isolation.
Whichever of EMO and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EMO or VXUS?
EMO has an expense ratio of 3.37% while VXUS charges 0.05%. VXUS is the cheaper option, by $332 a year on a $10,000 investment.
Which performed better, EMO or VXUS?
Over the past year EMO returned +24.26% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (15 years), EMO annualized -1.09% vs +5.00% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EMO or VXUS?
EMO has been the more volatile fund at 41.7% annualized versus 15.1% for VXUS. Worst drawdown: EMO -97.2% vs VXUS -39.9%.
Should I hold both EMO and VXUS?
EMO and VXUS have a monthly-return correlation of 0.56, 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 VXUS?
At least 13.0% of EMO's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 22 positions we hold weights for in EMO and 8,092 in VXUS.
Which pays a higher dividend, EMO or VXUS?
EMO yields 7.36% while VXUS yields 2.59%, so EMO currently pays the higher dividend yield.
Is VXUS better than EMO?
VXUS has a lower expense ratio. EMO led over 3Y and 5Y, VXUS over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.