HFRO vs KIE
Comparison between Highland Opportunities and Income Fund (HFRO, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).
5-Year PerformanceKIE has outperformed HFRO, delivering a return of +11.9% compared to -0.2%
HFRO vs KIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HFRO vs KIE - Historical Returns
Returns include dividend reinvestment.
HFRO vs KIE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | HFRO | KIE |
|---|---|---|
| 2026 | +23.69% | +8.25% |
| 2025 | +22.68% | +8.86% |
| 2024 | -29.13% | +26.14% |
| 2023 | -16.57% | +12.19% |
| 2022 | +0.78% | +3.60% |
| 2021 | +14.90% | +26.07% |
| 2020 | -8.01% | -3.57% |
| 2019 | +2.92% | +27.82% |
| 2018 | -12.60% | -4.78% |
| 2017 | +1.01% | +14.85% |
| 2016 | N/A | +27.78% |
| 2015 | N/A | +10.26% |
| 2014 | N/A | +13.72% |
| 2013 | N/A | +46.76% |
| 2012 | N/A | +24.39% |
| 2011 | N/A | -11.22% |
| 2010 | N/A | +27.57% |
| 2009 | N/A | +30.98% |
| 2008 | N/A | -43.31% |
| 2007 | N/A | -2.64% |
| 2006 | N/A | +13.38% |
| 2005 | N/A | +0.63% |
HFRO vs KIE Drawdown Comparison
The maximum drawdown for HFRO was -52.76%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for KIE was -73.53%, occurring on Mar 9, 2009. Recovery took 1418 trading sessions.
The current HFRO drawdown is -16.51%. The current KIE drawdown is -3.91%.
| Rank | HFRO | KIE |
|---|---|---|
| #1 | -52.76% Aug 17, 2022 - Apr 8, 2025 | -73.53% May 16, 2007 - Jan 2, 2013 |
| #2 | -49.42% Jul 24, 2018 - Mar 29, 2022 | -44.30% Feb 14, 2020 - Mar 10, 2021 |
| #3 | -9.70% May 6, 2022 - Aug 15, 2022 | -17.87% Sep 21, 2018 - Apr 16, 2019 |
| #4 | -3.99% Nov 7, 2017 - Dec 22, 2017 | -15.69% Mar 29, 2022 - Nov 25, 2022 |
| #5 | -2.92% Jan 31, 2018 - Feb 21, 2018 | -15.10% Feb 13, 2023 - Sep 19, 2023 |
| #6 | -2.88% Feb 23, 2018 - Jul 11, 2018 | -14.20% Dec 1, 2015 - May 10, 2016 |
| #7 | -2.01% Mar 31, 2022 - May 2, 2022 | -12.66% Nov 27, 2024 - Dec 22, 2025 |
| #8 | -0.96% Dec 22, 2017 - Jan 4, 2018 | -11.81% Dec 24, 2025 - Jun 26, 2026 |
| #9 | -0.96% Jan 9, 2018 - Jan 22, 2018 | -9.40% Aug 18, 2015 - Oct 28, 2015 |
| #10 | -0.94% Jul 16, 2018 - Jul 24, 2018 | -9.37% Dec 31, 2013 - Apr 1, 2014 |
| #11 | -0.76% Mar 29, 2022 - Mar 31, 2022 | -9.05% Oct 25, 2021 - Jan 11, 2022 |
| #12 | -0.71% Jan 4, 2018 - Jan 9, 2018 | -8.86% Aug 4, 2017 - Oct 10, 2017 |
| #13 | -0.67% May 4, 2022 - May 6, 2022 | -8.74% Jan 11, 2022 - Mar 22, 2022 |
| #14 | -0.51% Jan 22, 2018 - Jan 29, 2018 | -8.43% Jan 26, 2018 - Aug 21, 2018 |
| #15 | -0.31% Feb 21, 2018 - Feb 23, 2018 | -8.35% Mar 28, 2024 - Jul 16, 2024 |
Correlation
Correlation between HFRO and KIE is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2005 - 2026)
HFRO vs KIE dividend yield comparison.
| Year | HFRO | KIE |
|---|---|---|
| 2026 | 4.34% | 0.77% |
| 2025 | 7.73% | 1.57% |
| 2024 | 8.90% | 1.48% |
| 2023 | 12.02% | 1.45% |
| 2022 | 8.97% | 1.90% |
| 2021 | 8.41% | 1.95% |
| 2020 | 8.99% | 1.85% |
| 2019 | 7.43% | 1.76% |
| 2018 | 7.22% | 1.83% |
| 2017 | 0.99% | 3.54% |
| 2016 | 0.00% | 4.64% |
| 2015 | 0.00% | 4.96% |
| 2014 | 0.00% | 5.42% |
| 2013 | 0.00% | 4.13% |
| 2012 | 0.00% | 5.91% |
| 2011 | 0.00% | 5.01% |
| 2010 | 0.00% | 4.79% |
| 2009 | 0.00% | 4.27% |
| 2008 | 0.00% | 8.36% |
| 2007 | 0.00% | 5.50% |
| 2006 | 0.00% | 4.10% |
| 2005 | 0.00% | 0.64% |
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