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DJD vs KIO

Comparison between INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF) and KKR Income Opportunities Fund (KIO, ETF).

5-Year PerformanceDJD has outperformed KIO, delivering a return of +11.8% compared to +3.5%

DJD vs KIO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DJD
$486M
Winner
KIO
$486M
Expense Ratio
DJD
0.07%
KIO
N/A
Max Drawdown
Winner
DJD
35.36%
KIO
54.47%
Sharpe Ratio
Winner
DJD
1.73
KIO
-0.19
5Y Beta
DJD
0.51
Winner
KIO
0.42
P/E Ratio
DJD
22.34
KIO
N/A
Forward P/E
DJD
20.05
KIO
N/A
PEG Ratio
DJD
0.65
KIO
N/A
5Y Dividends CAGR
Winner
DJD
3.44%
KIO
2.32%
5Y EPS CAGR
DJD
8.64%
KIO
N/A
Debt to Equity
DJD
-88.97%
KIO
N/A
P/S Ratio
DJD
2.63
KIO
N/A
P/B Ratio
DJD
5.04
KIO
N/A

DJD vs KIO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DJD
+4.17%
KIO
+2.20%
3M
Winner
DJD
+7.74%
KIO
+1.37%
6M
Winner
DJD
+7.89%
KIO
+2.68%
1Y
Winner
DJD
+24.96%
KIO
+0.77%
5Y(CAGR)
Winner
DJD
+11.82%
KIO
+3.48%
10Y(CAGR)
Winner
DJD
+12.61%
KIO
+7.06%
Max(CAGR)
Winner
DJD
+12.67%
KIO
+5.87%

DJD vs KIO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearDJDKIO
2026+18.01%+4.47%
2025+15.83%-2.83%
2024+12.64%+17.41%
2023+9.13%+29.09%
2022-1.33%-27.27%
2021+23.83%+27.26%
2020+0.06%+1.34%
2019+22.32%+20.28%
2018-0.37%-2.51%
2017+20.68%+9.90%
2016+19.78%+29.34%
2015-0.12%-5.77%
2014N/A-1.42%
2013N/A-7.01%

DJD vs KIO Drawdown Comparison

The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

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

The current KIO drawdown is -7.04%.

RankDJDKIO
#1-34.64%
Jan 17, 2020 - Dec 4, 2020
-43.82%
Feb 20, 2020 - Jan 25, 2021
#2-19.95%
Apr 20, 2022 - Dec 14, 2023
-31.84%
Dec 31, 2021 - Feb 29, 2024
#3-14.03%
Oct 3, 2018 - Feb 25, 2019
-22.85%
Oct 9, 2024 - Apr 7, 2025
#4-12.29%
Feb 28, 2025 - Jul 1, 2025
-22.05%
Jun 30, 2014 - Jun 17, 2016
#5-11.95%
Jan 26, 2018 - Sep 14, 2018
-18.47%
Aug 27, 2018 - Apr 11, 2019
#6-9.95%
Dec 29, 2015 - Mar 16, 2016
-13.68%
Oct 12, 2017 - Aug 3, 2018
#7-6.72%
Jan 12, 2022 - Mar 25, 2022
-12.61%
Jul 26, 2013 - Jun 30, 2014
#8-6.72%
Nov 29, 2024 - Feb 13, 2025
-6.92%
Oct 25, 2016 - Dec 16, 2016
#9-6.68%
Jul 29, 2019 - Nov 1, 2019
-6.55%
Nov 11, 2021 - Dec 31, 2021
#10-6.17%
Apr 23, 2019 - Jun 18, 2019
-5.66%
May 6, 2019 - Jun 21, 2019
#11-5.68%
Nov 3, 2021 - Dec 16, 2021
-3.69%
Jun 23, 2016 - Jul 15, 2016
#12-5.65%
Feb 11, 2026 - May 22, 2026
-3.48%
Mar 28, 2024 - May 3, 2024
#13-5.34%
Jan 14, 2021 - Feb 17, 2021
-3.46%
Aug 2, 2019 - Sep 24, 2019
#14-5.30%
May 10, 2021 - Nov 3, 2021
-3.41%
Jul 31, 2024 - Aug 19, 2024
#15-5.15%
Jun 23, 2016 - Jul 1, 2016
-3.11%
Sep 10, 2021 - Oct 22, 2021

Correlation

Correlation between DJD and KIO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2013 - 2026)

DJD vs KIO dividend yield comparison.

YearDJDKIO
20261.20%8.76%
20252.62%12.58%
20243.00%10.90%
20233.49%11.34%
20223.16%11.44%
20212.82%7.45%
20203.47%10.12%
20192.80%9.51%
20182.66%10.53%
20172.75%9.66%
20162.46%9.92%
20150.08%10.81%
20140.00%10.19%
20130.00%3.00%

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