BASG vs KIO

Comparison between BROWN ADVISORY SUSTAINABLE GROWTH ETF (BASG, ETF) and KKR Income Opportunities Fund (KIO, ETF).

BASG vs KIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BASG(ETF)	KIO(ETF)
Net Assets	$496M	$496M
Expense Ratio	0.61%	N/A
Max Drawdown	19.30%	54.47%
Sharpe Ratio	0.05	0.04
5Y Beta	1.18	0.43
P/E Ratio	36.89	N/A
Forward P/E	27.45	N/A
5Y Dividends CAGR	N/A	3.34%
5Y EPS CAGR	31.34%	N/A
P/S Ratio	4.25	N/A
P/B Ratio	8.11	N/A

Net Assets

Winner

BASG

$496M

KIO

$496M

Expense Ratio

BASG

0.61%

KIO

N/A

Max Drawdown

Winner

BASG

19.30%

KIO

54.47%

Sharpe Ratio

Winner

BASG

0.05

KIO

0.04

5Y Beta

BASG

1.18

Winner

KIO

0.43

P/E Ratio

BASG

36.89

KIO

N/A

Forward P/E

BASG

27.45

KIO

N/A

5Y Dividends CAGR

BASG

N/A

KIO

3.34%

5Y EPS CAGR

BASG

31.34%

KIO

N/A

P/S Ratio

BASG

4.25

KIO

N/A

P/B Ratio

BASG

8.11

KIO

N/A

BASG vs KIO - Historical Returns

Returns include dividend reinvestment.

Period	BASG	KIO
1 month	+2.68%	+1.54%
3 months	+13.08%	+5.90%
6 months	+0.71%	+2.80%
1 year	+3.14%	+2.93%
5 years(CAGR)	N/A	+3.34%
10 years(CAGR)	N/A	+7.56%
Max(CAGR)	+3.18%	+5.84%

Winner

BASG

+2.68%

KIO

+1.54%

Winner

BASG

+13.08%

KIO

+5.90%

BASG

+0.71%

Winner

KIO

+2.80%

Winner

BASG

+3.14%

KIO

+2.93%

5Y(CAGR)

BASG

N/A

KIO

+3.34%

10Y(CAGR)

BASG

N/A

KIO

+7.56%

Max(CAGR)

BASG

+3.18%

Winner

KIO

+5.84%

BASG vs KIO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BASG	KIO
2026	+1.25%	+2.89%
2025	+2.10%	-2.83%
2024	N/A	+17.41%
2023	N/A	+29.09%
2022	N/A	-27.27%
2021	N/A	+27.26%
2020	N/A	+1.34%
2019	N/A	+20.28%
2018	N/A	-2.51%
2017	N/A	+9.90%
2016	N/A	+29.34%
2015	N/A	-5.77%
2014	N/A	-1.42%
2013	N/A	-7.01%

BASG vs KIO Drawdown Comparison

The maximum drawdown for BASG was -19.30%, occurring on Mar 27, 2026. Recovery took 148 trading sessions.

The maximum drawdown for KIO was -43.82%, occurring on Mar 18, 2020. Recovery took 234 trading sessions.

The current BASG drawdown is -5.11%. The current KIO drawdown is -8.45%.

Rank	BASG	KIO
#1	-19.30% Oct 27, 2025 - Jun 1, 2026	-43.82% Feb 20, 2020 - Jan 25, 2021
#2	-6.14% Jun 1, 2026 - Jun 10, 2026	-31.84% Dec 31, 2021 - Feb 29, 2024
#3	-5.16% Jul 28, 2025 - Oct 27, 2025	-22.85% Oct 9, 2024 - Apr 7, 2025
#4	-1.42% Jul 3, 2025 - Jul 17, 2025	-22.05% Jun 30, 2014 - Jun 17, 2016
#5	-1.37% Jun 16, 2025 - Jun 24, 2025	-18.47% Aug 27, 2018 - Apr 11, 2019
#6	-0.66% Jul 17, 2025 - Jul 23, 2025	-13.68% Oct 12, 2017 - Aug 3, 2018
#7	-0.42% Jun 30, 2025 - Jul 3, 2025	-12.61% Jul 26, 2013 - Jun 30, 2014
#8	N/A	-6.92% Oct 25, 2016 - Dec 16, 2016
#9	N/A	-6.55% Nov 11, 2021 - Dec 31, 2021
#10	N/A	-5.66% May 6, 2019 - Jun 21, 2019
#11	N/A	-3.69% Jun 23, 2016 - Jul 15, 2016
#12	N/A	-3.48% Mar 28, 2024 - May 3, 2024
#13	N/A	-3.46% Aug 2, 2019 - Sep 24, 2019
#14	N/A	-3.41% Jul 31, 2024 - Aug 19, 2024
#15	N/A	-3.11% Sep 10, 2021 - Oct 22, 2021