GRNJ vs KIO

Comparison between FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF (GRNJ, ETF) and KKR Income Opportunities Fund (KIO, ETF).

GRNJ vs KIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GRNJ(ETF)	KIO(ETF)
Net Assets	$495M	$496M
Expense Ratio	0.75%	N/A
Max Drawdown	17.32%	54.47%
Sharpe Ratio	1.49	0.04
5Y Beta	1.97	0.43
P/E Ratio	44.40	N/A
Forward P/E	19.39	N/A
5Y Dividends CAGR	N/A	3.34%
5Y EPS CAGR	18.14%	N/A
Debt to Equity	65.23%	N/A
P/S Ratio	3.44	N/A
P/B Ratio	4.69	N/A

Net Assets

GRNJ

$495M

Winner

KIO

$496M

Expense Ratio

GRNJ

0.75%

KIO

N/A

Max Drawdown

Winner

GRNJ

17.32%

KIO

54.47%

Sharpe Ratio

Winner

GRNJ

1.49

KIO

0.04

5Y Beta

GRNJ

1.97

Winner

KIO

0.43

P/E Ratio

GRNJ

44.40

KIO

N/A

Forward P/E

GRNJ

19.39

KIO

N/A

5Y Dividends CAGR

GRNJ

N/A

KIO

3.34%

5Y EPS CAGR

GRNJ

18.14%

KIO

N/A

Debt to Equity

GRNJ

65.23%

KIO

N/A

P/S Ratio

GRNJ

3.44

KIO

N/A

P/B Ratio

GRNJ

4.69

KIO

N/A

GRNJ vs KIO - Historical Returns

Returns include dividend reinvestment.

Period	GRNJ	KIO
1 month	+2.12%	+1.54%
3 months	+23.77%	+5.90%
6 months	+18.84%	+2.80%
1 year	N/A	+2.93%
5 years(CAGR)	N/A	+3.34%
10 years(CAGR)	N/A	+7.56%
Max(CAGR)	+56.56%	+5.84%

Winner

GRNJ

+2.12%

KIO

+1.54%

Winner

GRNJ

+23.77%

KIO

+5.90%

Winner

GRNJ

+18.84%

KIO

+2.80%

GRNJ

N/A

KIO

+2.93%

5Y(CAGR)

GRNJ

N/A

KIO

+3.34%

10Y(CAGR)

GRNJ

N/A

KIO

+7.56%

Max(CAGR)

Winner

GRNJ

+56.56%

KIO

+5.84%

GRNJ vs KIO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	GRNJ	KIO
2026	+18.48%	+2.89%
2025	+5.14%	-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%

GRNJ vs KIO Drawdown Comparison

The maximum drawdown for GRNJ was -17.32%, occurring on Mar 30, 2026. Recovery took 63 trading sessions.

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

The current GRNJ drawdown is -4.02%. The current KIO drawdown is -8.45%.

Rank	GRNJ	KIO
#1	-17.32% Jan 16, 2026 - Apr 20, 2026	-43.82% Feb 20, 2020 - Jan 25, 2021
#2	-8.53% Jun 2, 2026 - Jun 10, 2026	-31.84% Dec 31, 2021 - Feb 29, 2024
#3	-8.21% Dec 11, 2025 - Jan 6, 2026	-22.85% Oct 9, 2024 - Apr 7, 2025
#4	-6.49% May 14, 2026 - May 26, 2026	-22.05% Jun 30, 2014 - Jun 17, 2016
#5	-4.48% Nov 19, 2025 - Nov 24, 2025	-18.47% Aug 27, 2018 - Apr 11, 2019
#6	-3.28% May 6, 2026 - May 14, 2026	-13.68% Oct 12, 2017 - Aug 3, 2018
#7	-2.86% Apr 22, 2026 - Apr 30, 2026	-12.61% Jul 26, 2013 - Jun 30, 2014
#8	-1.72% Nov 28, 2025 - Dec 4, 2025	-6.92% Oct 25, 2016 - Dec 16, 2016
#9	-1.34% Jan 6, 2026 - Jan 12, 2026	-6.55% Nov 11, 2021 - Dec 31, 2021
#10	-1.00% Apr 20, 2026 - Apr 22, 2026	-5.66% May 6, 2019 - Jun 21, 2019
#11	-0.56% Jan 13, 2026 - Jan 15, 2026	-3.69% Jun 23, 2016 - Jul 15, 2016
#12	-0.23% Dec 4, 2025 - Dec 8, 2025	-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