BUCK vs KIO
Comparison between SIMPLIFY TREASURY OPTION INCOME ETF (BUCK, ETF) and KKR Income Opportunities Fund (KIO, ETF).
BUCK vs KIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BUCK
$487M
KIO
$486M
Expense Ratio
BUCK
0.35%
KIO
N/A
Max Drawdown
Winner
BUCK
7.81%
KIO
54.47%
Sharpe Ratio
Winner
BUCK
0.63
KIO
-0.29
5Y Beta
Winner
BUCK
0.05
KIO
0.42
5Y Dividends CAGR
BUCK
N/A
KIO
2.32%
BUCK vs KIO - Historical Returns
Returns include dividend reinvestment.
1M
BUCK
+0.37%
Winner
KIO
+1.93%
3M
Winner
BUCK
+0.95%
KIO
+0.73%
6M
BUCK
+2.05%
Winner
KIO
+2.56%
1Y
Winner
BUCK
+5.24%
KIO
+0.21%
5Y(CAGR)
BUCK
N/A
KIO
+3.20%
10Y(CAGR)
BUCK
N/A
KIO
+7.00%
Max(CAGR)
BUCK
+5.04%
Winner
KIO
+5.81%
BUCK vs KIO - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BUCK | KIO |
|---|---|---|
| 2026 | +2.73% | +3.72% |
| 2025 | +4.17% | -2.83% |
| 2024 | +7.31% | +17.41% |
| 2023 | +4.71% | +29.09% |
| 2022 | +0.39% | -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% |
BUCK vs KIO Drawdown Comparison
The maximum drawdown for BUCK was -5.43%, occurring on Apr 11, 2025. Recovery took 112 trading sessions.
The maximum drawdown for KIO was -43.82%, occurring on Mar 18, 2020. Recovery took 234 trading sessions.
The current BUCK drawdown is -0.17%. The current KIO drawdown is -7.71%.
| Rank | BUCK | KIO |
|---|---|---|
| #1 | -5.43% Apr 2, 2025 - Sep 12, 2025 | -43.82% Feb 20, 2020 - Jan 25, 2021 |
| #2 | -2.03% Mar 28, 2024 - Jun 20, 2024 | -31.84% Dec 31, 2021 - Feb 29, 2024 |
| #3 | -0.85% Dec 12, 2024 - Jan 15, 2025 | -22.85% Oct 9, 2024 - Apr 7, 2025 |
| #4 | -0.81% Sep 27, 2024 - Nov 5, 2024 | -22.05% Jun 30, 2014 - Jun 17, 2016 |
| #5 | -0.76% Jun 21, 2024 - Jul 19, 2024 | -18.47% Aug 27, 2018 - Apr 11, 2019 |
| #6 | -0.64% Nov 6, 2023 - Dec 28, 2023 | -13.68% Oct 12, 2017 - Aug 3, 2018 |
| #7 | -0.60% Jul 19, 2024 - Aug 1, 2024 | -12.61% Jul 26, 2013 - Jun 30, 2014 |
| #8 | -0.60% Jul 13, 2023 - Jul 28, 2023 | -6.92% Oct 25, 2016 - Dec 16, 2016 |
| #9 | -0.56% Aug 20, 2024 - Aug 22, 2024 | -6.55% Nov 11, 2021 - Dec 31, 2021 |
| #10 | -0.52% Sep 24, 2024 - Sep 27, 2024 | -5.66% May 6, 2019 - Jun 21, 2019 |
| #11 | -0.52% Sep 17, 2024 - Sep 24, 2024 | -3.69% Jun 23, 2016 - Jul 15, 2016 |
| #12 | -0.52% Jan 30, 2024 - Feb 2, 2024 | -3.48% Mar 28, 2024 - May 3, 2024 |
| #13 | -0.48% Aug 23, 2024 - Sep 3, 2024 | -3.46% Aug 2, 2019 - Sep 24, 2019 |
| #14 | -0.46% Dec 4, 2025 - Dec 23, 2025 | -3.41% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -0.44% Feb 3, 2026 - Feb 25, 2026 | -3.11% Sep 10, 2021 - Oct 22, 2021 |
Correlation
Correlation between BUCK and KIO is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2013 - 2026)
BUCK vs KIO dividend yield comparison.
| Year | BUCK | KIO |
|---|---|---|
| 2026 | 4.50% | 8.82% |
| 2025 | 7.59% | 12.58% |
| 2024 | 8.84% | 10.90% |
| 2023 | 4.84% | 11.34% |
| 2022 | 0.59% | 11.44% |
| 2021 | 0.00% | 7.45% |
| 2020 | 0.00% | 10.12% |
| 2019 | 0.00% | 9.51% |
| 2018 | 0.00% | 10.53% |
| 2017 | 0.00% | 9.66% |
| 2016 | 0.00% | 9.92% |
| 2015 | 0.00% | 10.81% |
| 2014 | 0.00% | 10.19% |
| 2013 | 0.00% | 3.00% |
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