FKUQX vs. EMO
Compare and contrast key facts about Franklin Utilities Fund Class A (FKUQX) and ClearBridge Energy Midstream Opportunity Fund (EMO).
FKUQX is an actively managed fund by Franklin Templeton. It was launched on Sep 30, 1948. EMO is an actively managed fund by Franklin Templeton. It was launched on Jun 10, 2011.
Performance
FKUQX vs. EMO - Performance Comparison
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FKUQX vs. EMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FKUQX Franklin Utilities Fund Class A | 9.81% | 14.51% | 27.00% | -5.00% | 1.57% | 17.88% | -2.21% | 29.45% | -5.13% |
EMO ClearBridge Energy Midstream Opportunity Fund | 16.71% | 7.38% | 44.45% | 31.76% | 40.13% | 74.70% | -64.47% | 19.60% | -17.79% |
Returns By Period
In the year-to-date period, FKUQX achieves a 9.81% return, which is significantly lower than EMO's 16.71% return.
FKUQX
- 1D
- 0.23%
- 1M
- -2.30%
- YTD
- 9.81%
- 6M
- 7.87%
- 1Y
- 20.75%
- 3Y*
- 15.57%
- 5Y*
- 11.96%
- 10Y*
- —
EMO
- 1D
- -3.45%
- 1M
- -3.66%
- YTD
- 16.71%
- 6M
- 19.20%
- 1Y
- 14.50%
- 3Y*
- 33.42%
- 5Y*
- 32.26%
- 10Y*
- 9.14%
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FKUQX vs. EMO - Expense Ratio Comparison
FKUQX has a 0.81% expense ratio, which is lower than EMO's 13.90% expense ratio.
Return for Risk
FKUQX vs. EMO — Risk / Return Rank
FKUQX
EMO
FKUQX vs. EMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund Class A (FKUQX) and ClearBridge Energy Midstream Opportunity Fund (EMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FKUQX | EMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.67 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.00 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.15 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.74 | 0.81 | +1.93 |
Martin ratioReturn relative to average drawdown | 7.54 | 2.44 | +5.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FKUQX | EMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.67 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 1.21 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.22 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.11 | +0.44 |
Correlation
The correlation between FKUQX and EMO is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FKUQX vs. EMO - Dividend Comparison
FKUQX's dividend yield for the trailing twelve months is around 7.41%, less than EMO's 8.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUQX Franklin Utilities Fund Class A | 7.41% | 7.63% | 8.56% | 6.36% | 3.63% | 4.87% | 9.48% | 5.94% | 3.82% | 0.00% | 0.00% | 0.00% |
EMO ClearBridge Energy Midstream Opportunity Fund | 8.40% | 9.41% | 7.16% | 6.79% | 6.71% | 6.71% | 15.82% | 10.94% | 16.39% | 10.85% | 9.76% | 11.88% |
Drawdowns
FKUQX vs. EMO - Drawdown Comparison
The maximum FKUQX drawdown since its inception was -36.53%, smaller than the maximum EMO drawdown of -95.06%. Use the drawdown chart below to compare losses from any high point for FKUQX and EMO.
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Drawdown Indicators
| FKUQX | EMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.53% | -95.06% | +58.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -18.81% | +10.61% |
Max Drawdown (5Y)Largest decline over 5 years | -22.64% | -28.59% | +5.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -93.02% | — |
Current DrawdownCurrent decline from peak | -2.73% | -5.90% | +3.17% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -32.26% | +25.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 6.23% | -3.26% |
Volatility
FKUQX vs. EMO - Volatility Comparison
The current volatility for Franklin Utilities Fund Class A (FKUQX) is 5.16%, while ClearBridge Energy Midstream Opportunity Fund (EMO) has a volatility of 5.53%. This indicates that FKUQX experiences smaller price fluctuations and is considered to be less risky than EMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKUQX | EMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 5.53% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 11.68% | -1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.11% | 21.67% | -6.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 26.82% | -10.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 41.42% | -20.82% |